Update clients quickly between meetings, from court, or while traveling using the mobile app.
Sending Quick Updates
- Open the Quilia app
- Go to the relevant case
- Tap "Quick Update"
- Select an update type
- Add optional notes
- Send
Update Types Available
- Case status change
- Document received
- Appointment reminder
- General update
- Custom message
Using Pre-Built Templates
Templates speed up common updates:
Quick check-in: Just wanted to let you know your case is progressing. No action needed from you right now.
Received documents: Got your documents. Reviewing them now. Will follow up if I have questions.
After meeting: Just finished a call with the insurance adjuster. Will send a full update soon.
When to Use Quick vs Full Updates
Quick Update
- Simple status acknowledgment
- Brief reassurance
- Time-sensitive notification
Full Update (Portal)
- Detailed case developments
- Complex information
- Documents to review
Dictation
Tap the microphone to dictate updates hands-free.