Templates
8 articles
Save time with message and document templates. Create reusable content for common scenarios like welcome messages, status updates, and settlement communications.
Writing Messages Clients Actually Understand
Aim for a seventh-grade reading level, swap the legal words for plain ones, and write asks your client can act on.
Creating Effective Case Status Update Templates
Build templates for common case milestones to maintain consistent client communication.
Settlement Resolution Communication Templates
Templates for communicating settlement offers, negotiations, and final resolution to clients.
End of Treatment Communication Templates
Message templates for when clients complete their medical treatment and the case moves to demand phase.
Weekly Check-In Message Templates
Copy-ready templates for consistent weekly client communication throughout the case lifecycle.
Onboarding New Clients with Quilia
Create a smooth onboarding experience that sets clients up for success with the Quilia app.
Creating Message Templates for Common Scenarios
Save time with reusable message templates for frequent client communication scenarios.
Setting Up Automated Welcome Messages
Every firm already has a Welcome message automation. Here is where to find it, what to put in it, and how to switch it on.
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