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Automation
2 articles
Automate routine client communications. Set up triggered messages, scheduled check-ins, and workflow automations to keep cases moving forward.
Firms
MyCase Integration Settings Guide
This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, phase configuration, note modes, webhooks, and troubleshooting.
SettingsMyCaseCMS Integration+3
CMS Integration1/28/2026
Firms
Setting Up Automated Welcome Messages
Configure personalized welcome messages that automatically greet new clients when they join the Quilia app. Make a great first impression with every new case.
AutomationTemplatesGetting Started+1
Portal Tutorial1/26/2026
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