Portal
16 articles
Master the Quilia web portal for law firms. Explore dashboard features, case management tools, and administrative functions available on desktop.
How to Delete a Case
Permanently delete a case from the Quilia Portal, and when to close it instead.
Read a Client's Conversation with ℚ
Open any case to read everything a client has said to ℚ, in the app or by text, and see exactly what ℚ recorded on the case.
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.
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.
Adding and Managing Delegates on a Client's Case
Give a client's spouse, power of attorney, guardian, executor, or successor trustee their own access to the case from the Quilia Portal, choose View only or Collaborator, hold someone back until you activate them, and review delegates your clients add themselves.
Adding a Team Member to a Case
Add a colleague to a single case in Quilia so they receive its client activity summary and session notifications. Covers adding, removing, and troubleshooting.
Configuring Staff on Imported Cases
Choose how Quilia reads your case management system to build the case team, and add back-office staff to every case automatically.
Configuring the File Checklist
Configure the File Checklist in the Quilia Portal. Set which documents to request per case type, add custom names, and tell clients what to send.
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 Mark a Case as Closed
Learn how to close or reopen a case from the Edit Case Details dialog in the Quilia Portal.
How to Enable CaseChat Message Translations in the Portal
Learn how to enable automatic message translations in CaseChat. When enabled, messages from clients are automatically translated to your preferred language, making multilingual communication seamless.
How to Add Insurance Information to a Client's Case
Learn how to add insurance company information to a client's case in the Quilia Portal. This quick guide walks through the Incident tab and Insurance sub-tab to help you track all relevant insurance details.
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.
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.
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.
How to Compose and Send Messages
Learn how to compose, schedule, and send messages to your clients using the Quilia Portal messaging system.
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