User Management
8 articles
Manage your team in Quilia. Add attorneys, paralegals, and staff members. Set permissions, roles, and access levels for your organization.
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.
Paralegal Mobile App Features
Mobile app features specifically useful for paralegals managing case details.
Team Collaboration on Mobile
How to coordinate with other team members on cases using the mobile app.
Using the Quilia App as an Attorney
Overview of mobile app features available to attorneys and legal team members.
Managing Your Notifications and Alerts
Configure how you receive notifications about client activity and case updates.
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.
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