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.
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
- 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 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