Using the Quilia CaseConnect Extension

CaseConnect is a browser extension that opens Quilia in a panel beside your case management system. When you open a case, the panel shows that client, so you can message them, add a doctor visit or a provider, and see what they have been doing in Quilia without leaving Filevine (or Clio, MyCase and the others listed below).

Install CaseConnect

Chrome and other Chromium browsers

1. Open the Chrome Web Store.
2. Click Add to Chrome and confirm.
3. Pin it so it is always one click away: click the puzzle piece icon in the toolbar, find Quilia - CaseConnect, and click the pin.

Firefox

1. Open the Firefox Add-ons page.
2. Click Add to Firefox and confirm.

Safari (Mac)

1. Open the Mac App Store and click Get.
2. Open the app and turn on the Safari extension if it asks.
3. In Safari, go to Settings → Extensions and make sure Quilia CaseConnect is on.

Sign in

Click the Quilia icon in your toolbar. In Chrome it opens as a side panel and in Firefox as a sidebar, so it stays open while you work. In Safari it opens as a popup.

Choose Sign in with Portal to use your portal login, or sign in with your email and a code. You stay signed in until you choose Sign Out.

How CaseConnect finds your client

Open a case in your case management system and the panel shows a strip for it at the top:

• If the case is already in Quilia, you see the client's name. If the case is on your My Cases list, the panel opens the client's conversation for you. Otherwise, select Open case.
• If it isn't in Quilia yet, you see Import to Quilia (or Invite to Quilia if your firm invites clients automatically). See Importing a case below.

When you open another case, the panel moves to that client. If it still shows the last client, reload the page in your case management system.

The panel only reacts to your firm's own case management system, and only to case pages.

Working with a client from the panel

Message the client in CaseChat

Select Chat at the top of the client's panel. If CaseChat is off for this client, select Enable CaseChat first. If you aren't part of the conversation yet, select Join CaseChat.

Type in the Message... box and press Enter. It is the same conversation your team sees in the portal, and the client gets it the same way: a notification in the Quilia app, or a text if the app can't reach them. On a case with more than one client, switch between Private and All Parties. See Using CaseChat to Message Your Clients.

Add a doctor visit

1. In the conversation, select + next to the message box, then Add Doctor Visit.
2. Choose the Provider. If they aren't listed, choose + Add New Doctor.
3. Pick the Date & Time and select Save.

The visit is added to the client's case, and a note that it was scheduled appears in the conversation. Quilia then sends the client its usual reminders before the visit and asks how it went afterward. See Automatic Appointment Reminders and Follow-Ups.

Add a provider

1. Select +, then Add Doctor.
2. Search for the doctor with Search Doctors, or type the Name and any contact details you have.
3. Select Save.

The provider is added to the client's case, and the client sees them in the app. See Providers and Keeping Provider Information Accurate.

See what the client has been doing

Select Activity to see the client's Quilia activity, newest first: pain check-ins, uploads, appointments and other updates. Use Filters to narrow it down, or switch to Oldest First.

What lands in your case management system

The extension reads your case management system. It doesn't write to it. What Quilia sends there comes from your firm's integration settings, whether you are working in the portal or the panel:

• Client activity goes in as notes titled Quilia Client Updates when your firm has Send client activity to your CMS turned on.
• CaseChat goes in once a day as one note per case, titled Quilia CaseChat Logs. See CaseChat Settings.
• Files clients send are added to the case's documents, in a folder named Quilia in most systems.

Importing a case

If a case isn't in Quilia yet, open it in your case management system and select Import to Quilia (or Invite to Quilia) in the panel. The panel shows the import's progress. If your firm invites clients automatically, the client gets their invitation as soon as the case is imported.

This is an easy way to bring in your current cases: import each one the next time you open it.

Supported case management systems

CaseConnect works with Filevine, Clio, MyCase, Smokeball, SmartAdvocate, CasePeer, CasePacer, Neos and Neostella.

Privacy and security

• The extension only reacts to your firm's case management system. It reads nothing from other sites.
• Your sign-in is stored securely in your browser, and everything it sends is encrypted.

Troubleshooting

The panel is blank or shows the wrong client

• Reload the page in your case management system. The panel updates when a case page finishes loading.
• Check that you are signed in. If you see the sign-in screen, sign in again.
• Check that the case is in Quilia. If the strip shows Import to Quilia, the case hasn't been imported. For Filevine, see Add a Filevine Project ID to Your Case in Quilia if a case you know is in Quilia doesn't show.
• Check the case page. The strip only appears on a case page in your firm's own case management system, not on lists or other sites.

"Unable to load conversations"

Sign out from the settings menu and sign back in.

Can't sign in

• Check that you can sign in to the portal with the same account.
• Contact support if it still doesn't work.