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Integrations

21 articles

Connect Quilia with your existing tools. Overview of available integrations, setup guides, and best practices for connected workflows.

Firms
allCMS

Saving client uploads to cloud storage

Connect Dropbox, Google Drive, or SharePoint to automatically save files your clients upload to their case folder.

IntegrationsDocument Management
Portal Tutorial10/7/2026
Firms
allCMS

API Keys and Webhooks

Manage API keys and set up webhooks to connect Quilia to custom firm systems.

IntegrationsData Sync
Portal Tutorial10/7/2026
Firms
allCMS

AttorneyShare Referrals

Sign up for AttorneyShare from Quilia, connect it with your API key, and choose the practice areas and jurisdictions you take referrals for.

IntegrationsReferrals
Portal Tutorial10/7/2026
Firms
allCMS

Connecting a Calendly Calendar

Connect your firm calendar so clients can book appointments without leaving the Quilia app.

IntegrationsClient Communication
Portal Tutorial10/7/2026
Firms
allCMS

CreoRx + Quilia: Prescription Cards for Your Clients

How your firm connects CreoRx to Quilia, sends prescription card requests, lets clients request a card, and tracks active cards and filled prescriptions.

PortalIntegrationsSettings
Portal Tutorial9/25/2026
Firms
cliofilevine+2

Enabling Document Sharing With Clients

Enable document sharing for your case-management integration so files your team adds to the Quilia folder appear in the right client's Quilia app.

DocumentsIntegrationsClient Communication
CMS Integration8/28/2026
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

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.

IntegrationsGetting Started
Portal Tutorial5/13/2026
Firms
notApplicable

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.

SettingsIntegrationsPortal+1
Portal Tutorial2/26/2026
Firms

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.

FilevineIntegrationsGetting Started
CMS Integration2/23/2026
Firms
filevineclio+8

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 StartedPortalIntegrations+1
Portal Tutorial1/28/2026
Firms
mycase

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.

Getting StartedMyCaseCMS Integration+2
CMS Integration1/28/2026
Firms

Connecting Smokeball to Quilia

Connect Smokeball to Quilia, authorize access, configure case mappings and client invitations, and test the integration with an existing matter.

SmokeballIntegrationsGetting Started
CMS Integration1/26/2026
Firms

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.

NeosIntegrationsGetting Started
CMS Integration1/26/2026
Firms

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.

MyCaseIntegrationsGetting Started
CMS Integration1/26/2026
Firms
clio

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.

ClioIntegrationsGetting Started
CMS Integration1/26/2026
Firms
neos

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.

NeosIntegrationsData Sync
CMS Integration9/18/2025
Firms
clio

Clio + Quilia: Integration Guide

Connect Clio to Quilia, map practice areas, choose when clients are invited, and understand how matters, activity, and documents sync.

ClioIntegrationsData Sync
CMS Integration9/18/2025
Firms
casepeer

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.

IntegrationsData SyncGetting Started
CMS Integration9/18/2025
Firms
casepacer

CasePacer Integration Setup

Connect CasePacer to Quilia, configure your firm abbreviation and staff mappings, link cases using the case email, and understand what syncs.

IntegrationsData SyncClient Communication
CMS Integration8/19/2025
Firms
allCMS

Uber Rides for Clients

Learn how to connect Uber to Quilia, enable client ride requests, and set limits on estimated fares.

IntegrationsClient Communication
Portal Tutorial3/27/2024
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