Skip to main content
Law FirmsCMS IntegrationNeos

Importing Existing Clients from Neos

Published 8/21/2025

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.

You can quickly bring client cases from Neos into Quilia with just a Case ID. Importing ensures your clients’ information is synced and ready to use in the app, keeping your records accurate and complete.

Step 1: Log in to Quilia

Navigate to the Import Existing Clients button and click it.

Step 2: Enter a Case ID

  • A prompt will appear asking for a Case ID.
  • In Neos, locate the Case ID (you can find it in multiple places).
  • Copy the Case ID you want to import.

Step 3: Paste the Case ID in Quilia

Return to Quilia and paste the copied Case ID into the prompt.

Step 4: Verify Case Details

  • Check that the correct case appears (for example: MVA for Dixie Fidel).
  • Confirm the assigned staff if applicable.

Step 5: Complete the Import

  • Click Import.
  • Wait for the success message: Client case imported successfully.

Step 6: Verify the Import

  • Go to the Clients section in Quilia.
  • Locate the newly imported client case (for example: Dixie Fidel).
  • Confirm that the case is now visible in Quilia.

Step 7: Send an Invitation (if required)

  • If automatic invites are turned off, you will need to send the invite manually.
  • Click Send Downloaded Invite (the status will show as Pending until sent).
  • Once sent, the client will receive their invite to join Quilia.

Video Tutorial

🎥 Prefer to watch the process? Here’s the full walkthrough.

Related Articles

Firms

How to Integrate with MyCase

A step-by-step guide on integrating with MyCase, including logging in with MyCase.

Firms

Understanding Auto-Import and Auto-Invite

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.

Firms

Exporting Medical Providers from Filevine

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.

Clients

Wage Loss Tab

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.

Firms

Importing Existing Clients from Neos

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.

Firms

Intake Checklist: Getting Clients on Quilia Early

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.

Still need help?

Can't find what you're looking for? Our support team is here to assist you.

Contact SupportBrowse More Articles