All Topics
Import/Export
3 articles
Move data in and out of Quilia. Learn to import existing clients, export reports, and transfer information between systems.
Firms
allCMS
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.
IntegrationsCMS IntegrationData Sync+1
CMS Integration6/5/2026
Firms
neos
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.
NeosImport/ExportCase Management
CMS Integration8/21/2025
Firms
filevine
Adding and Inviting Clients from Filevine
Bring Filevine projects into Quilia and choose whether clients are invited on import, after work begins, at selected phases, or manually.
FilevineImport/ExportClient Communication
CMS Integration7/16/2025
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