Getting Started
23 articles
Everything you need to begin using Quilia. Step-by-step setup guides, first-time configuration, and onboarding resources for law firms and clients.
Signup Link and Signup Requests
Share one link that lets a prospective client ask your firm to set them up in Quilia, then review each request and create the client when you are ready.
Capture Group Texts in CaseChat
Add the Quilia number to a text thread with a client and every message and photo lands in the case's CaseChat, with no change to how your team texts.
What to Say in an Onboarding Phase Message
What to cover in the message that fires when a case opens, with sample copy, what to leave out, and the explainer video to embed.
Connect your AI assistant to Quilia
Install the official Quilia app in ChatGPT, or point Claude Desktop, Cursor, Claude Code, or any MCP-compatible assistant at your firm. One click signs you in. The assistant reads and writes to your firm only, scoped to your role.
Connect Google Business Profile
Connect your Google Business Profile to Quilia to manage and respond to Google reviews, assign reviews to your team, and share your best reviews — all from the Reputation page in your portal.
How to Connect Quilia + Filevine
Step-by-step guide to activate the Quilia integration in Filevine, create a Personal Access Token, and connect the two platforms.
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.
How to Check Your App Version
Learn how to find your current app version to make sure you have the latest features and fixes.
Using the Quilia CaseConnect Extension
The Quilia CaseConnect 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.
Using the Quilia App as an Attorney
Overview of mobile app features available to attorneys and legal team members.
Client App Login Problems
Help clients resolve login issues with the Quilia mobile app.
Connecting Smokeball to Quilia
Connect Smokeball to Quilia, authorize access, configure case mappings and client invitations, and test the integration with an existing matter.
Connecting Neos to Quilia
Connect Neos to Quilia with your company ID, configure case mappings and client invitations, and test the integration with an existing case.
Connecting MyCase to Quilia
Connect MyCase to Quilia, authorize access, configure case type mappings and client invitations, and test the integration with an existing case.
What to Do When Clients Can't Log In
Help clients regain access to their Quilia app account quickly.
Connecting Clio to Quilia
Connect Clio to Quilia, authorize access, configure practice area mappings and client invitations, and test the integration with an existing matter.
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
Follow a repeatable client onboarding workflow from case import and invitation through the client's first successful action in Quilia.
Setting Up Automated Welcome Messages
Every firm already has a Welcome message automation. Here is where to find it, what to put in it, and how to switch it on.
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.
Quilia Firm Setup Checklist
Set up your Quilia organization, connect your case management system, configure client access, and test the complete client experience before launch.
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