Best Practices
19 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.
How to Add Insurance Information in the Quilia App
To add your insurance information in the Quilia app, navigate to the Case tab and tap the Insurance button. Follow the prompts to input your policy details, upload images of your insurance cards, and ensure your legal team has accurate records for your case.
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.
Quick Case Updates from Mobile
Send fast status updates to clients using the mobile app when you're on the go.
Mobile Document Review for Attorneys
How to review client-uploaded documents from the Quilia mobile app.
Reviewing Client Pain Logs on Mobile
How to view and analyze client pain documentation from the attorney mobile app.
Why Consistent Treatment Matters for Your Case
Understanding how gaps in medical treatment can affect your personal injury case.
What Happens After You File a Claim
A client guide explaining the typical process after a personal injury claim is filed.
Sending Bulk Updates to Multiple Clients
Learn how to efficiently send updates to groups of clients based on case status or type.
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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