Case Management
20 articles
Organize and track cases effectively. Learn to manage case phases, monitor progress, update statuses, and keep all case information organized.
How to Delete a Case
Permanently delete a case from the Quilia Portal, and when to close it instead.
Read a Client's Conversation with ℚ
Open any case to read everything a client has said to ℚ, in the app or by text, and see exactly what ℚ recorded on the case.
Adding and Managing Delegates on a Client's Case
Give a client's spouse, power of attorney, guardian, executor, or successor trustee their own access to the case from the Quilia Portal, choose View only or Collaborator, hold someone back until you activate them, and review delegates your clients add themselves.
Adding a Team Member to a Case
Add a colleague to a single case in Quilia so they receive its client activity summary and session notifications. Covers adding, removing, and troubleshooting.
Configuring the File Checklist
Configure the File Checklist in the Quilia Portal. Set which documents to request per case type, add custom names, and tell clients what to send.
How to Mark a Case as Closed
Learn how to close or reopen a case from the Edit Case Details dialog in the Quilia Portal.
How to Add Insurance Information to a Client's Case
Learn how to add insurance company information to a client's case in the Quilia Portal. This quick guide walks through the Incident tab and Insurance sub-tab to help you track all relevant insurance details.
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.
Add a Filevine Project ID to Your Case in Quilia
Learn how to add a Filevine project ID to your Quilia case for automatic synchronization. Find your project ID in the Filevine URL and link cases in 4 simple steps.
How to Review Your Client's Pain Logs
Pain logs are powerful evidence. Learn where to find them, how to interpret the data, and how to use them in your case.
Paralegal Mobile App Features
Mobile app features specifically useful for paralegals managing case details.
Quick Case Updates from Mobile
Send fast status updates to clients using the mobile app when you're on the go.
What Happens After You File a Claim
A client guide explaining the typical process after a personal injury claim is filed.
Creating Effective Case Status Update Templates
Build templates for common case milestones to maintain consistent client communication.
Sharing Treatment Updates with Your Attorney
How to keep your legal team informed about ongoing medical treatment and progress.
Understanding Your Case Timeline
Use the Quilia app to track your case progress and understand what comes next.
How Long Will My Case Take
Understand the typical timeline for personal injury cases and what factors affect duration.
Celebrating Case Milestones with Clients
Acknowledge progress to keep clients engaged and positive throughout their case journey.
Sending Case Status Updates to Clients
Keep clients informed about their case progress with clear, professional status updates.
Importing an Existing Case from Neos
Import an existing Neos case into Quilia with its case number, review the client and staff details, and decide whether to send an invitation.
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