Getting Started
6 articles
Everything you need to begin using Quilia. Step-by-step setup guides, first-time configuration, and onboarding resources for law firms and clients.
Using the Quilia Case Connect Extension
The Quilia Case Connect browser extension brings Quilia functionality directly into your browser while you work in MyCase, Clio, Filevine, and other supported case management systems.
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.
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.
What to Share During Case Intake
Essential communications for the first 48 hours after signing a new personal injury client.
Onboarding New Clients with Quilia
Create a smooth onboarding experience that sets clients up for success with the Quilia app.
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.
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