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Neos + Quilia: Integration Guide

Updated Sep 26, 2026 · Published Sep 18, 2025•Initial Setup

Connect Neos to Quilia with your company ID, map case types, choose when clients are invited, and understand the scheduled Neos sync.

Law FirmsCMS IntegrationNeosNeosIntegrationsData Sync
Have your assistant do it. Ask ChatGPT or Claude instead of clicking through the steps.

Connect your assistant to Quilia once, then ask in plain words. It reads every article here and works in your firm's account, so it can build a form, look up a case or set up an automation for you to switch on.

Connect your assistant to Quilia

Connect Neos with your firm's company ID, then configure which cases enter Quilia and when clients receive access. Neos and Neostella are different integrations; this guide is for Neos.

What you need

  • Quilia admin access
  • Your firm's Neos company ID

Ask your Neos administrator or Quilia onboarding contact for the company ID. You do not need to enter partner API keys, a client secret, or a Neostella tenant ID.

Connect Neos

  1. In Quilia, go to Settings → Integrations.
  2. Find Neos under Case management and select Connect.
  3. Enter the Neos company ID and save.
  4. Confirm Neos shows Connected.
Open Neos under Settings → Integrations to manage case types, client access, contact types, offices, and staff.

Configure the integration

Select Manage next to Neos and review:

  • Case Types: Map Neos case types to Quilia case types.
  • Client Access: Choose whether clients are invited on import, after Quilia detects active work, or at selected phases.
  • Staff: Review how Neos case assignments map to Quilia team members.
  • Subscriptions and settings: Choose the supported changes Quilia should monitor and what client activity should return to Neos.

Test with an existing case

  1. Select Import Existing Case at the top of Quilia.
  2. Enter the numeric Neos case number.
  3. Review the client, case type, and assigned staff.
  4. Choose whether to send an invitation now, then complete the import.

What syncs

Neos to Quilia

  • New cases through scheduled detection
  • Client and case information
  • Phase updates supported by the connection
  • Staff assignments when available

Quilia to Neos

  • Client activity and CaseChat logs
  • Client-uploaded documents

Neos uses scheduled checks rather than real-time new-case webhooks, so a newly created case may wait until the next sync cycle. Use Import Existing Case when you need a specific case immediately.

Troubleshooting

  • Connection failed: Verify the company ID with your Neos administrator. Do not enter Neostella credentials.
  • A case did not import: Confirm its Neos case type is mapped and the primary client has a usable mobile number, then wait for the next scheduled check or import it manually.
  • Activity or documents are missing: Confirm the integration still shows Connected and allow one background sync cycle.
  • Still blocked: Contact Quilia support with the organization name, Neos company ID, and case number. Do not send passwords.
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