The Quilia app helps clients stay engaged and ensures your firm always has accurate, up-to-date case information. This guide explains how legal staff can monitor client status, encourage engagement, and make the most of Quilia’s automated tools.
Monitoring Client Status
Client status is automatically updated in your case management system and can also be viewed in the Quilia portal.
- Active: The client has logged into the app.
- Pending: The client has not yet logged into the app.
Use whichever system you prefer — everything stays synced automatically.
Encouraging Client Engagement
Clients get the most value from Quilia when they regularly update their case information in the app. Encourage them to follow the built-in prompts to keep their case file complete.
Examples of what clients can add:
- Case journal updates
- Pain scores
- Doctor appointments
- Prior injuries
- Wage loss
Sample messages to send clients:
- “Hi [Client’s Name], great to see you’re active on the Quilia app! Could you please update your case journal and add any recent pain scores?”
- “Hello [Client’s Name], don’t forget to log your doctor appointments and any wage loss in the Quilia app. It’s crucial for your case.”
Automated Messaging
If phase messages are enabled, clients automatically receive updates when their case phase changes in your case management system.
- Messages are sent the morning after a phase change.
- If multiple changes happen in one day, only the most recent phase triggers a message.
This keeps clients informed without adding work for your team.
Regular Monitoring
The Quilia portal provides an alternate view of client data, but it is not necessary to check it daily. Since all client updates sync back to your case management system, you’ll always have the latest information at your fingertips.
✅ Tip for Staff: The earlier you encourage clients to engage with the app, the stronger their case documentation will be. Even simple updates like pain scores and appointment logs make a big difference in case outcomes.