Settings
26 articles
Configure Quilia to match your workflow. Customize notification preferences, user permissions, organization settings, and integration options.
Exporting Your Case Record as a PDF
Export My Case in the Quilia app builds a PDF of everything saved on your case, which you can save to your phone, print, or send to someone you trust.
Ride Requests: Letting Clients Ask Your Firm for a Ride
Clients without a car can ask your firm for a ride to an appointment from the Quilia app. Turn it on by case type or for one client, and see what your case team receives.
The Features Settings Page
A guide to every switch on the Settings → Features page and what each controls for your firm and clients.
Custom Symptoms
Learn how to enable and manage custom symptom tracking for your clients, including bulk imports and per-case-type lists.
Ask a Question
What the Ask a Question switch does, what your clients see in the Quilia app, and who at your firm gets their question.
CaseChat Settings
What each CaseChat switch on Settings → Features does, including Replies in CaseChat, Group Threads, Log Export and Per-Message Export.
Mapping CMS Fields and Contact Types
Learn how to configure mapping between your CMS fields, case types, and contact types to ensure the right data imports into Quilia.
Office Locations and Business Hours
Manage your firm's operation hours and offices, assign team members to an office, and see where hours, locations and contact details show up for clients.
Setting up an Organization Alert
Learn how to set up an organization-wide alert banner to notify all clients about office closures, holiday hours, or other firm-wide announcements.
Organization Profile and Branding
Configure how your firm name, icon, logo, and colors appear for clients in the Quilia app.
Providers and Keeping Provider Information Accurate
Where Quilia's provider information comes from, everything Quilia does automatically to keep it accurate and current, and how your firm can review and fix it.
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.
Unmapped Case Types and the Default Case Type
What happens to a case whose type in your case management system is not mapped to a Quilia case type, and how the Default case type gives it a fallback.
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.
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.
CMS Integration Settings Explained
What each setting in the Settings section of your CMS integration page does, and which case management systems show it.
How to Enable CaseChat Message Translations on the App
The Quilia app enables automatic translation of CaseChat messages to your preferred language, facilitating communication with your legal team. To enable translations, open the app's Settings, toggle on message translations, and set your preferred language to ensure accurate translations.
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.
MyCase Integration Settings Guide
This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, client access, note modes, subscriptions, and troubleshooting.
Managing Case Notifications on Mobile
Configure which case updates you receive as push notifications on your mobile device.
Managing Your Notifications and Alerts
Configure how you receive notifications about client activity and case updates.
Understanding Push Notifications
How Quilia's push notification system works and how clients can manage their preferences.
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.
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.
Case Type Settings
Configure how different types of cases are handled, what information is collected, and what features clients can access.
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