Connect MyCase once, map your practice areas, and choose when clients should receive access. New cases then show up in Quilia automatically, client activity posts back to MyCase, and client files land in MyCase Documents.
What you need
- Quilia admin access
- A MyCase administrator account for the firm you want to connect
Step 1: Connect MyCase in Quilia
- In Quilia, go to Settings → Integrations.
- Find MyCase in the Case management list.
- Click Connect, then sign in to MyCase and complete the authorization.
- You’ll see Connected when it works.
After connecting, click Manage next to MyCase to review your case type mappings and client access settings. No additional MyCase settings are required.
Starting from MyCase
MyCase lists Quilia under Integrations & apps. Select Go to Quilia to open Quilia, sign in, and finish the connection from Settings → Integrations.
Review the Quilia configuration
When does information sync?
MyCase → Quilia
- New case: instant.
- Stage change: instant.
- Case deleted: instant.
- Lead converted to case: instant.
- Most other field edits (name, custom fields, contact details): not automatic. Update in Quilia if you want clients to see it.
Quilia → MyCase
- Client activity: usually within a few minutes to Case Notes.
- Files: automatically to Documents.
What information syncs back to MyCase?
Goes to Case Notes
- CaseChat messages
- Completed forms and requests
- Check-ins, reminders completed, status acknowledgments
- “Client uploaded a document” entries and other in-app actions
Goes to Documents
- All client files from Quilia (PDFs, images, Word docs, etc.)
Not pushed as field edits
- Quilia does not overwrite MyCase core case fields. We log activity and upload files.
What to expect
- You add a case in MyCase. It appears in Quilia right away.
- You change the stage in MyCase. Quilia updates right away.
- Your client uses Quilia. Their actions usually show in MyCase → Case → Notes within a few minutes.
- Your client uploads a file in Quilia. It lands in MyCase → Case → Documents automatically.
Quick checks if something breaks
- Case didn’t appear in Quilia: In Quilia, open Settings → Integrations and make sure MyCase shows Connected. Reconnect if needed.
- Instant items not updating (new case, stage, delete): Reconnect MyCase in Quilia, then test with a fresh case.
- Notes or files missing: Give the sync a few minutes, then recheck. Confirm your MyCase user can view Case Notes and Documents.
- Still weird: Disconnect and reconnect MyCase in Quilia, then test again.
Copy block for your team (optional)
Use this in Slack or email when you roll out the integration.
Short version for everyone
Add new cases in MyCase like normal. The case shows up in Quilia automatically. Client activity is logged back to MyCase as notes, and uploaded files land in Documents. Stage changes update right away; other case details are refreshed overnight.
For intake
Create the case in MyCase. Confirm the client name, phone number, and practice area so the data maps cleanly. Quilia sends the invitation according to the client access settings your firm selected.
For case managers
Watch MyCase → Case → Notes for client activity from Quilia and MyCase → Case → Documents → Quilia Folder for uploads. Need the client to see a change? Update it in Quilia or send a CaseChat message.
FAQ
How long does setup take?
About 10 minutes if you have logins handy.
Do edits in MyCase auto-update Quilia?
Partly. New cases and stage changes sync to Quilia in real time. Most other field edits in MyCase do not overwrite Quilia.
Where do files land in MyCase?
Documents. Quilia uploads client files to MyCase → Documents automatically.
When do client actions appear in MyCase?
Usually within a few minutes in Case Notes.
Do clients get messages from MyCase automatically?
No. Use CaseChat in Quilia or your phase messages in Quilia.
Can we import existing cases?
Yes. Use Import Existing Case in Quilia.
What if the connection stops working?
Go to Settings → Integrations, open MyCase, and check its connection and subscriptions. Reconnect only if Quilia shows that the sign-in expired, then test with a new case.