A step-by-step guide on integrating with MyCase, including logging in with MyCase.
Follow these steps to connect MyCase With Quilia.
Head over to features tab of the portal.
Click on Connect to initiate the connection with MyCase.
Login with your MyCase credentials, and navigate back to the portal.
A step-by-step guide on integrating with MyCase, including logging in with MyCase.
Quilia's Auto-Import and Auto-Invite features streamline case management by automatically syncing new cases and inviting clients to log into the app. For optimal efficiency, it's best to activate both settings to ensure seamless onboarding without manual delays, but you can adjust Auto-Invite for more control if needed.
To export medical providers in Filevine, open Report Builder and select Marketing List as the report type. Set up columns by adding necessary fields, apply a filter for Contact Type: Medical Provider, run the report, then save and export it for Excel.
The Wage Loss Tab allows you and your attorney to track income lost due to injuries, ensuring your case reflects the full financial impact of your accident. Detailed records of missed work, along with doctor and employer verifications, strengthen your claim and support fair compensation efforts.
You can import client cases from Neos into Quilia using just a Case ID. Follow the steps to ensure your clients' information is accurately synced, including logging in, entering the Case ID, verifying details, completing the import, and sending an invitation if needed.
Onboarding clients to Quilia during the first intake call maximizes efficiency and data accuracy. By guiding clients to download the app immediately, you streamline information entry and enhance their experience, ensuring they have access to updates and communication from the start.
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