Closing a case in the Quilia Portal updates the case status to "Closed" and disables certain features like sending requests and CaseChat messaging for that case. This guide covers the two ways to close a case.
Method 1: Quick Close from the Cases List
1. Navigate to Your Cases
From the Quilia Portal sidebar, click on Cases to view your full cases list.
2. Open the Row Action Menu
Find the case you want to close and click the three-dot menu (⋯) on the right side of that case's row.
3. Select "Close case"
In the dropdown menu, click Close case. The case will be closed immediately and you'll see a confirmation toast.
Method 2: Close from Case Details
1. Open the Case
From the Cases list, click on the case you want to close to open the case detail page.
2. Click "Edit" on Case Details
In the case detail sidebar, find the Case Details section and click the Edit button (pencil icon).
3. Change the Case Status
In the Edit Case Details dialog, find the Case status dropdown. Click it and select Closed from the list of available statuses.
4. Save Your Changes
Click Save to apply the status change. The case will now be marked as closed.
What Happens When a Case is Closed
- Send Requests is disabled for the closed case
- CaseChat will no longer include the case in active conversations
- The client will appear as a "past" recipient in messaging
- The Add Emergency Contact button is hidden
- The case status indicator changes to a gray dot
Reopening a Closed Case
You can reopen a case at any time using either method:
- From the Cases list: Click the three-dot menu and select Open case
- From Case Details: Click Edit, change the status back to Open, and click Save
Tips
- If your firm uses a CMS integration (Clio, Filevine, MyCase, etc.), cases may also be closed automatically when the case status changes in your CMS
- All team members on a case will have their status updated when the case is closed
- Closing a case does not delete any data — all case information is preserved