Best Practices
12 articles
Proven strategies and tips for getting the most out of Quilia. Learn how top personal injury firms communicate with clients, document cases, and streamline their workflows.
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.
Using Internal Notes for Your Team
Learn how to use internal notes to share observations, reminders, and context with your team - without clients ever seeing them.
Handling Difficult Client Conversations
Navigate challenging communications like bad news, unrealistic expectations, and client frustration.
Building Client Trust Through Communication
Communication strategies that build lasting trust and generate referrals.
How Long Should Case Updates Be
Find the right length for case updates that inform without overwhelming.
Communicating Delays to Clients
Handle case delays professionally while maintaining client trust and managing expectations.
Managing Multiple Client Conversations
Stay organized and responsive when handling communications with many clients at once.
Creating Message Templates for Common Scenarios
Save time with reusable message templates for frequent client communication scenarios.
When to Use CaseChat vs Scheduled Messages
Choose the right communication channel for each situation to maximize client engagement.
Writing Effective Subject Lines
Craft subject lines that get opened and help clients find important messages later.
How Often Should You Contact Clients
Find the right balance between keeping clients informed and overwhelming them with messages.
Best Times to Message Personal Injury Clients
Optimize your client communication by sending messages at times when they're most likely to engage.
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