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Security
2 articles
Protect sensitive client data with Quilia security features. Learn about encryption, access controls, and security best practices for law firms.
Firms
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.
PortalCase ManagementUser Management+2
Portal Tutorial9/25/2026
Clients
How to Give Someone You Trust Access to Your Case
Add a spouse, parent, power of attorney, or anyone you trust as a delegate on your case in the Quilia app, choose whether they can only view or can also help, and remove them at any time.
Mobile AppSettingsClient Communication+1
App Tutorial1/26/2026
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