Data Sync
14 articles
Keep data synchronized across systems. Understand how Quilia syncs with your case management software and maintains data consistency.
API Keys and Webhooks
Manage API keys and set up webhooks to connect Quilia to custom firm systems.
Importing Minors and Their Parents
Give each child in a case their own case in Quilia, with a parent on the case who has access and receives the invitations.
Mapping CMS Fields and Contact Types
Learn how to configure mapping between your CMS fields, case types, and contact types to ensure the right data imports into Quilia.
Unmapped Case Types and the Default Case Type
What happens to a case whose type in your case management system is not mapped to a Quilia case type, and how the Default case type gives it a fallback.
Case Management Integration Feature Comparison
Compare Quilia case management integrations across auto-import, webhooks, polling, activity sync, document uploads, task creation, staff sync, and browser extension support.
CMS Integration Settings Explained
What each setting in the Settings section of your CMS integration page does, and which case management systems show it.
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.
MyCase Integration Settings Guide
This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, client access, note modes, subscriptions, and troubleshooting.
Getting Started with MyCase Integration
You've successfully connected MyCase to Quilia - now what? Learn how the integration works, including automatic case sync, client activity flowing back to MyCase notes, and document uploads to the Quilia folder.
Neos + Quilia: Integration Guide
Connect Neos to Quilia with your company ID, map case types, choose when clients are invited, and understand the scheduled Neos sync.
Clio + Quilia: Integration Guide
Connect Clio to Quilia, map practice areas, choose when clients are invited, and understand how matters, activity, and documents sync.
CasePeer + Quilia: Integration Guide
Connect CasePeer directly to Quilia, map case types, choose when clients are invited, and understand the scheduled case, activity, and document sync.
CasePacer Integration Setup
Connect CasePacer to Quilia, configure your firm abbreviation and staff mappings, link cases using the case email, and understand what syncs.
Understanding Automatic Case Import and Client Invitations
Understand how cases enter Quilia and choose whether clients are invited on import, after work begins, or at selected case phases.
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