Video Library

Bourbon of Proof: Scaling PI with a Client App

This video lays out the dream vision for Quilia: giving attorneys a master-class branded app that sits directly in the client’s hands. The problem today is scale. Costs are rising, settlements are shrinking, and law firms are being asked to do more with less. Staff members burn out once they’re juggling sixty or seventy cases. Some firms might stretch to a hundred, but that’s the breaking point. The work simply does not scale. Quilia changes that equation. By offloading the day-to-day communication and data collection to an app, clients become willing participants in the process. They are not just passively waiting for updates; they are actively entering information and tracking their own progress. The app makes this easy, even enjoyable. That shift allows a single staff member to manage two to three hundred cases, since their role is focused on support rather than endless manual updates. For clients, the experience feels like true one-to-one attention. Instead of waiting on callbacks at the firm’s convenience, they have direct access to their case updates and next steps. For attorneys, the app provides the ability to scale without sacrificing quality. The vision is simple: replace hamster-wheel workloads with a smarter, client-driven system that benefits everyone involved.

Bourbon of Proof: The Anti-Portal for PI Clients

In this video, we explain why Quilia is often called the “anti-portal.” Traditional client portals have consistently failed law firms and clients alike. The problem isn’t just outdated technology — it’s the way these systems put the entire burden on the law firm to keep them updated. When a client hears “you have a portal,” they expect live updates on their case. But during treatment, not much is happening legally. The attorney is waiting for the client to complete medical care before moving the case forward. This creates a mismatch: clients check their portal daily, only to find silence. The result? Frustration, mistrust, and the sense that their attorney isn’t doing anything for them. That’s why traditional portals often turn into what we call “ghost apps.” They start with promise but quickly become digital graveyards. Quilia flips that script. Instead of forcing firms to constantly push updates, Quilia pulls in key information automatically and delivers meaningful, timed communication to clients. The system reduces stress on firms while keeping clients informed, supported, and connected throughout the life of the case. By rethinking the entire concept of a portal, Quilia positions itself as the modern, client-centered solution that actually works in personal injury law.

Bourbon of Proof: Your Legal App as a Business Card

This video highlights the long-term value of giving every client your own branded legal app. Think about it: most firms lose touch with clients once a case is over, relying on the hope that someone remembers their name when a referral opportunity comes up. With an app, the connection doesn’t end when the settlement check is cashed. It sticks around. Imagine pushing updates for community events, sponsoring a local game night, or even dropping branded merch, all through the same app your clients used during their case. Every time they see those updates, your brand gets reinforced. Instead of fading into memory, your firm becomes part of their everyday world. The real power is permanence. Unlike a business card that gets tossed or a billboard that comes down after 30 days, an app lives on their phone indefinitely. It works as a digital business card with real utility and a ton of upside. That ongoing presence builds loyalty, creates referral opportunities, and keeps your firm top of mind long after the legal work is done. This isn’t just about client communication during a case. It’s about building a long-term relationship that keeps paying dividends for years.

Bourbon of Proof: PI Marketing and the Power of Brand

This video breaks down why so many personal injury attorneys get their marketing wrong. If you ask an AI tool to make a picture of a personal injury lawyer, it’ll probably spit out the same image you see on every billboard: a big smile, a suit, maybe even pointing at their name. That cliché doesn’t help you stand out anymore. For a long time, PI firms could coast on referrals and cookie-cutter advertising. But times are different now. Insurance companies are squeezing harder, costs are rising, and the firms that survive will be the ones who adapt. That means finding ways to cut costs, improve case outcomes, and use technology to run leaner. At the core of all this is your brand. Your brand is the one thing nobody else can copy. It is not just a logo or a tagline. It is who you are, how you work, and why clients trust you. The firms that figure this out early will keep thriving. The ones who wait until they are already squeezed out of the market will not.

Grow Your Law Firm: From Sign-Up to Set-Up in Seconds

Getting clients onto Quilia is fast and frictionless. Once a firm decides to take a case, all it takes is one click inside the case management system to send an invite. The client instantly gets a text with three options: download the app on iOS, download on Android, or log in through the web. From there, setup takes just seconds. Clients enter their phone number, log in, and can start adding updates, documents, and case details right away. No complicated onboarding, no delays—just immediate participation that strengthens the file from day one.

Grow Your Law Firm: Your Clients Can Handle Tech

Law firms often underestimate their clients’ ability to handle technology—but the truth is, most clients already live their daily lives through apps. In this video, we make the case that client-facing tech isn’t just possible, it’s simple. Tools like DocuSign, which are widely adopted, are actually more complicated than most modern legal apps. When you strip it down to clean design and simple, pressable buttons, clients don’t struggle—they engage. The fear that “clients won’t use it” is outdated. With the right approach, even clients who seem less tech-savvy can and will adopt tools that make their lives easier. The result? More engaged clients, less staff overhead, and smoother case management.

The Video Podcast Studio: Settle Smarter, Staff Lighter

Litigation is expensive, time-consuming, and stressful for both attorneys and clients. The smarter play? Win bigger settlements earlier. In this video, we dive into how improving the pre-litigation process leads to stronger cases, higher settlement values, and fewer files that end up in costly litigation. Quilia helps firms settle smarter while running lighter. By empowering clients to actively participate in their cases, attorneys reduce staff workload and unlock the ability to handle more files without burning out their teams. It’s about quality case building up front, bigger settlements at the table, and a leaner, more scalable firm model.

The Leader's Mindset: No Quit in the Code

Startups are hard. They should be. Kenny’s built for the grind — because the payoff only comes to those who push through.

The Leader's Mindset: From Code to Courtroom (Sort Of)

Kenny’s career path didn’t follow a straight line from law to tech—it zig-zagged between them. In this video, he shares how a frustration with mediocre websites pushed him to teach himself code, build a digital agency, and grow it into a 15-person team over more than a decade. It was a successful run that made an impact for plenty of clients. But eventually, the legal world came calling again. COVID was the pull that brought Kenny back—connecting his law background with his tech skills in a way that set the stage for Quilia. From code to (almost) courtroom, this story is about how two different worlds came together to solve problems that neither could fix alone.

The Leader's Mindset: Deep in the Trough (And Still Building)

Every startup has a honeymoon phase, but eventually reality hits: the infamous “trough of sorrow.” In this video, Kenny talks openly about being in that stage right now—fewer clients than hoped, tougher investor conversations, and the financial strain that comes with it. It’s raw, it’s real, and it’s part of building something that matters. But the trough isn’t the end of the story—it’s the proving ground. Having faced hard things before, Kenny shares why he sees this as evidence that greatness is on the other side. Every pivot, every fundraising lesson, every late-night problem-solving session is making both the product and the team stronger. It’s about building while in the valley, knowing the climb out is what makes the journey worth it.

The Leader's Mindset: Build the Team Before the Dream

Big visions don’t happen without strong teams. In this video, Kenny shares the early days of Neon Brand and the mindset that drove its growth. From the very first meeting at Casa Don Juan, the mission wasn’t just to build websites and marketing campaigns—it was to build a “dope team” that could one day take on its own projects. That philosophy meant constant reinvestment in people, often at personal sacrifice. Even with a 15-person team, Kenny made little money because every dollar went back into building talent, culture, and capability. The takeaway: before chasing the dream, invest in the team. Because when the right people are in place, the dream can’t help but follow.

The Video Podcast Studio: Update Your Case in Pajamas

Law firms run on information, but most updates only happen during office hours—when both attorneys and clients are slammed with other responsibilities. In this video, we show how Quilia bridges that gap by letting clients update their cases anytime, anywhere. From the couch at night to a quick moment before bed, clients can log details that instantly sync to the firm’s case management system. This doesn’t replace attorney relationships—it makes them better. Instead of wasting precious minutes on status calls (“Did you fix the car?”), attorneys spend their client time on real strategy and guidance. The result is higher-quality conversations, stronger cases, and a process that finally works around clients’ real lives. Updating a case should be as easy as doing it in your pajamas.

The Video Podcast Studio: B2B Still Means People

Behind every business is a person making decisions, solving problems, and building relationships. In this video, Kenny shares lessons from running a marketing agency that touched everything from window cleaning to tiny homes to investment firms. Across all of those ventures, the constant wasn’t the industry—it was the people. Even in B2B, the human factor is what drives success. Whether it’s employees or customers, focusing on people creates stronger relationships and better outcomes. That same principle carries into Quilia today: while the app streamlines processes for law firms, the real mission is helping people—attorneys, staff, and clients—work better together.

The Video Podcast Studio: Win Pre-Lit, Win More

Pre-litigation is where most cases live—yet it’s often the part attorneys dread most. In this video, we break down why 99% of cases settle before court, and how improving the pre-lit process can turn a pain point into an advantage. Stronger pre-litigation work means higher settlements up front and fewer cases dragged into expensive, time-consuming litigation. Quilia makes “win pre-lit, win more” a reality. By guiding clients to actively participate in their cases, firms reduce staff workload and strengthen files from the start. That means bigger settlements, leaner teams, and the ability to take on more cases without the burnout. Winning early doesn’t just save time—it scales the entire practice.

The Video Podcast Studio: The Pivot That Made It a No-Brainer

Every great product takes pivots to get right. In this video, we talk about the seven major shifts Quilia went through in its early development. Nine months of conversations, prototypes, and feedback turned the app from an interesting concept into a no-brainer solution for attorneys who saw it and immediately said, “Take my money.” That was the turning point—when attorneys stopped asking “what is this?” and started asking “can I sign up today?” Even before the product was live, the demand was clear. That validation told us we were finally on the right path and gave us the green light to bring Quilia from sketch to market-ready.

Loudr Media: Even the Experts Forget

Even the people who know the personal injury process inside and out can forget critical details. In this video, Kenny shares his own experience after being rear-ended: despite a decade of working in PI, he forgot to mention weeks of headaches to his doctor until they asked. That small oversight delayed care, added extra steps, and could have weakened the case. That’s where technology makes the difference. Quilia prompts clients daily to log how they’re feeling, ensuring symptoms don’t get lost or overlooked. By capturing details in real time, the app helps clients communicate more effectively with doctors and attorneys—leading to stronger cases, better care, and faster recovery. Even the experts miss things; Quilia makes sure clients don’t.

Loudr Media: The Case for Better Recordkeeping

Recordkeeping shouldn’t be a nightmare, but for most clients it is. In this video, Kenny shares a personal story: when his wife had a medical malpractice case, her attorney asked for a full list of providers years after the fact. Pulling that information together meant digging through old emails, texts, and calendars—an almost impossible task most clients would put off forever. That experience is exactly why Quilia exists. With the app, clients can easily track providers, appointments, and treatments in real time. Instead of scrambling years later, everything is organized and ready to go at the push of a button. Better recordkeeping means stronger cases, less stress for clients, and faster results for attorneys.

Leduc Entertainment: Make Every Client Your Favorite Client

Every attorney has a “favorite client”—the one who shows up to every appointment, keeps great records, communicates clearly, and makes case prep a breeze. In this video, we share the story of one such client who handed his attorney a complete spreadsheet of every appointment and bill, making settlement almost effortless. But for every dream client, there are plenty who miss appointments, disappear for weeks, or constantly need handholding. That gap is what inspired Quilia: a way to turn every client into a great client. By guiding clients through reminders, updates, and simple tools, the app helps them contribute to their case like pros—even if spreadsheets aren’t their thing. The goal is simple: make every client your favorite client.

Leduc Entertainment: Not a People Replacer. A Process Replacer

Quilia was built on a simple idea: technology should strengthen relationships, not replace them. In this video, Kenny shares his journey from nearly a decade in personal injury law to building tech solutions, and how those two worlds came together to create Quilia. The app isn’t about replacing people—it’s about replacing clunky processes that take time away from meaningful client relationships. Every case comes with dozens of repetitive tasks: calls, reminders, follow-ups, and appointment tracking. Traditionally, law firm staff had to manage all of it. Quilia shifts that workload to automation and client-friendly notifications, letting clients handle updates on their own. The result? Attorneys and staff spend less time chasing paperwork and more time focusing on people—the part of the job that matters most.

Ten Golden Rules: The Bottleneck Is the Top

For large, successful law firms, change can feel like moving a mountain. Systems are in place, operations are complex, and introducing new tools or processes often meets resistance. In this video, we talk about why the real bottleneck in big firms isn’t staff or systems—it’s leadership at the top. When firm leaders embrace a mindset of constant improvement, that attitude trickles down through the entire organization. Without it, even the best new processes stall out. For firms already running operating systems like EOS, the next level of growth comes from a culture of openness to change, starting with partners and decision-makers. The firms that thrive aren’t just efficient—they’re led by people who never stop looking for ways to make things better.

Ten Golden Rules: Every Client, a Great Client

Not every client naturally stays on top of their case—but with the right system, every client can be a great client. In this video, we share how Quilia combines marketing-style touchpoints with real case-building automation. From NPS scores and satisfaction checks to reminders and tasks, the app works behind the scenes to keep clients engaged and cases moving forward without overwhelming staff. The process is simple: once a client signs, they’re invited into the app on their phone or browser. From there, automated reminders and smart “if this, then that” prompts guide them step by step—making sure nothing slips through the cracks. It’s not about drowning clients in notifications; it’s about the right nudge at the right time. The result? Stronger files, happier clients, and less stress for the firm.

Practice AI: The Real Differentiator Isn’t Your Law Degree

A law degree doesn’t set your firm apart—your customer support does. In this episode of Practice AI, we dig into why the real differentiator is the people inside your firm and how they connect with clients. Great client experiences drive referrals and loyalty, while paperwork and busywork drag everyone down. By automating repetitive case tasks, Quilia frees staff to focus on what actually makes firms competitive: human connection, empathy, and client service. Fewer paper-pushers, more people who know how to build relationships. That’s how modern firms stand out in a crowded market.

Practice AI: Be the Iron Man of Law

Personal injury attorneys don’t need superpowers to win. Think Iron Man: same lawyer, smarter suit. I explain how adopting legal tech and AI turns a solid PI practice into a faster, clearer operation. In 30 seconds, I hit the big wins: using client apps and case management software for treatment tracking, cleaner client communication, and stronger demand packages. I also call out the five-year gap that’s opening between tech-forward firms and everyone else. If you run a PI law firm and want happier clients, better files, and a real edge, this is the mindset to copy.

Practice AI: The Anti-Portal That Actually Works

Client portals sound good on paper, but in reality they often create more frustration than value. They rely on law firm staff to constantly update information, and when that doesn’t happen, clients log in, see nothing new, and walk away annoyed. Instead of solving communication problems, most portals just add more work and end up doing more harm than good. That’s why we call Quilia the anti-portal. Instead of waiting on staff to feed updates into a system, our platform automates the client side—checking in daily or weekly with simple prompts like “How’s your pain today?” or “Did you get your property damage fixed?” Those responses flow directly into the case file, giving clients a sense of real involvement without attorneys or staff lifting a finger. It’s the first “portal” that actually works—because it doesn’t ask the law firm to do the heavy lifting.

Practice AI: Stop Making It Hard for Clients to Help

Clients want to help build their own case—but most law firms make it harder than it should be. In this video, we dig into why traditional methods of communication don’t match how people live today. Life is busy. Between work, appointments, and everything else, clients don’t have time to chase down phone calls or jump through hoops just to share basic information. Technology should make the process easier, not harder. By giving clients simple, modern ways to provide updates, attorneys can strengthen cases while reducing friction. The future of client participation isn’t about asking for more effort—it’s about removing barriers so clients can contribute on their schedule. Making it easy for clients to help is how you win stronger, faster, better cases.

Power Up Your Practice: Stop Signing Paper Checks

Right now, many personal injury attorneys still start their day by signing stacks of paper checks—burning 30 to 45 minutes every morning on a task that adds zero value to the case. It’s a huge time drain and one of the last old-school bottlenecks in firm operations. That’s exactly what we’re working to change. Our upcoming digital disbursement feature will let firms approve payments with just a click, eliminating the daily pile of paper checks. Imagine moving from hours wasted each week to instant, secure, and streamlined approvals. It’s the future of case payouts—and it’s coming soon.

Power Up Your Practice: Client Communication Is Broken

Client communication is the number one challenge in personal injury law—and the number one complaint clients bring to the bar. In this video, we unpack why traditional methods like phone calls, texting, Zoom, and in-person meetings aren’t enough. They’re scattered, time-consuming, and still leave gaps that frustrate clients and burn out staff. What firms need isn’t another communication channel—it’s a smarter system. By rethinking how information flows between attorneys and clients, firms can cut down on scheduling headaches, reduce labor costs, and finally solve the “black hole” of updates that clients dread. Watch to see how shifting from scattered communication to streamlined automation changes the game for both sides of the table.

Power Up Your Practice: Stop Asking. Start Doing.

Running a law firm means every minute matters. The biggest bottleneck? Time. In this video, we break down how shifting simple but critical tasks away from staff and empowering clients to document their own updates can free up hours every week. It’s not about cutting corners—it’s about cutting the repetitive questions that eat into your team’s workflow. Clients are more than willing to share their progress, treatment updates, and case details without the firm having to chase them down. The result is a double win: your staff gets to focus on higher-value work, and your files grow stronger with real-time, client-driven updates. If your goal is to boost efficiency and maximize claim value, the answer isn’t working harder—it’s working smarter.

Fixing Client Communication & Boosting Settlements

This short, scroll-stopping video shows how Quilia helps law firms simplify client communication, cut down on wasted staff time, and boost case outcomes. When clients can send updates, photos, and documents straight to the attorney’s team, demand packages are stronger, settlements are higher, and referrals come naturally. Quilia isn’t just another client portal — it’s the client app built to make your firm run smoother and grow faster.

Quilia – Stop Client Communication Overload

Law firms are drowning in client messages—calls, texts, and emails all demanding updates. Staff end up stressed and overwhelmed, while clients feel ignored. This video captures the problem every firm knows too well: constant “what’s happening with my case?” messages that pile up and pull focus away from real work. Quilia flips the script. Instead of chasing updates, clients enter case details directly into the app. Attorneys and staff get organized, real-time notifications without constant interruptions, and clients feel informed and involved. The result? Less chaos, stronger cases, and happier teams.

Go Quilia. The new r-app that's stealin' the show.

The R-app in 60 seconds—quick, bold, and to the point. Quilia makes it simple for clients to log updates, track treatment, and stay engaged in their case without constant phone calls or follow-ups. That means less stress on staff, more complete case files, and faster, stronger settlements. This short version is made for scroll-stopping, but the impact is real: when clients do their part, attorneys win more with less. Quilia isn’t just another app—it’s the client app that helps your firm grow.

Go Quilia. The new r-app that's stealin' the show.

This is the R-app—a fun spin on how Quilia transforms personal injury law firms. Behind the rap, the message is clear: client participation is the most underused asset in building strong cases. Quilia turns clients into active partners, tracking treatments, collecting updates, and keeping communication flowing without adding more work for staff. By automating the everyday details that normally bog down assistants and case managers, Quilia frees up attorneys to focus on what matters most—strategy and settlements. The result is stronger case files, happier clients, and a firm that can grow without adding more headcount. It’s not just a catchy beat—it’s a smarter way to run your practice.

What is Quilia?

Quilia is the client app built for personal injury law firms. It empowers clients to actively participate in their cases—tracking treatment, logging pain scores, uploading documents, and keeping attorneys updated without endless phone calls. For firms, this means fewer gaps in treatment, stronger files, and faster settlements. With Quilia, attorneys get real-time client insights that improve case value, while staff save hours of follow-up and paperwork. The app integrates seamlessly with leading case management systems like Filevine, CASEpeer, Litify, Assembly, and more, ensuring all data flows directly into your existing workflow. Accessible in multiple languages and available on iOS and Android, Quilia helps law firms streamline communication, maximize recoveries, and deliver a better client experience—without adding more staff.

AI Summaries & SmartAdvocate Integration

New Reporting Dashboard

This August 19, 2025 release brings major updates to help law firms manage personal injury cases more efficiently. From upgraded reporting to smarter client onboarding, Quilia continues to streamline workflows so teams can focus on building stronger cases. Highlights in this release: Enhanced Reporting Dashboard – Monthly trend charts, manager-level filters, and dynamic visualizations for quick performance insights. Smarter Client Onboarding – Automated text reminders for incomplete intake steps, plus intelligent language detection for multilingual clients. Friendlier Document Requests – “Required documents” are now framed as “requested documents” for a more client-first tone. Improved Integrations – More reliable Smokeball syncing and overall faster portal performance. Coming soon: Public API access for firms with custom CMS setups and SmartAdvocate integration for automatic syncing of cases, clients, and staff. Don’t forget the Quilia Partner Program—earn 20% commission on referrals, with 40% on your first ten sign-ups at quilia.com/partners

Pain Score Tracking & Neos Sync

This release, live as of August 15, 2025, introduces new tools to make personal injury case management smoother, faster, and more client-driven. Jeremiah walks through the highlights, including pain tracking, smarter photo uploads, automated reminders, and improved Neos integration. Key updates in this release: Pain Score Chart – Clients can now log daily pain levels, giving attorneys accurate, time-stamped data tied to treatment milestones. Stronger evidence, stronger settlements. Photo Uploads for Witnesses & Drivers – Clients can add images directly in the app, keeping visuals organized for negotiation or litigation prep. Automated Text Reminders – Nudges clients to set up the app, boosting adoption without extra staff work. Neos Phase Syncing – Automatic real-time updates between Neos and Quilia, reducing manual input. Other improvements: faster case page loads, more reliable client activity digests, and quicker provider searches. Looking ahead, we’re building custom dashboards, appointment reminders, AI-powered digest summaries, and smarter notifications. And don’t forget—the Quilia Partner Program offers 20% commission on firm referrals (40% on your first ten). Learn more at quilia.com/partners.

Support Page Refresh & Key Features

In this update, Jeremiah walks through the brand-new Quilia Support Page and highlights several powerful features that many firms haven’t turned on yet. Whether you’re looking for faster answers, better client communication, or fewer intake headaches, these tools are designed to make your workflow smoother. What’s new and worth enabling: Support Page Overhaul – Tutorials, walkthroughs, and help articles all in one place: quilia.com/support. Phase Messages – Automatically keep clients updated with AI-generated messages, attached videos, and FAQs. Client Feedback Tools – Enable NPS surveys and review prompts to capture feedback and grow your reputation. Case Chat – Secure, built-in messaging directly in Quilia or via the Case Connect Chrome extension. Required Documents – Collect the right files upfront with client checklists, reducing intake back-and-forth. If you haven’t tried these features yet, now’s the time—they save hours of staff work while improving client experience.

Email Digests & Mobile Upgrades

This release, live as of July 13, 2025, makes Quilia’s portal more powerful, flexible, and mobile-friendly than ever. In this walkthrough, Jeremiah highlights the biggest updates, including new client communication tools, workflow improvements, and expanded case management integrations. Key updates in this release: Client Activity Email Digests – Get daily or weekly summaries of messages, forms, document uploads, and appointments straight to your inbox. Mobile Experience Overhaul – Faster, cleaner navigation and improved touch controls, so you can manage cases and client communication on the go. Full Smokeball Support – Two-way syncing for cases, clients, status updates, document uploads, and activity. Additional improvements include more reliable case imports, better client invitation handling, multi-case support under single clients, cleaner Neos displays, and enhanced org-level settings for larger firms. If you’re a Smokeball firm—or just looking to make client updates more seamless—this release makes Quilia easier and more effective than ever.

Gavin on Quilia: Clarity Without the Chaos

Gavin gets straight to the heart of one of the biggest struggles in personal injury law: communication. Clients want clarity, but constant back-and-forth creates chaos for staff. Quilia changes that by giving clients a clear view of their case while freeing the team to focus on the legal work. It’s structure without the extra workload—a simple way to reduce stress for both clients and firms. For Gavin’s team, it’s exactly the kind of tool modern law firms need.

Liam on Quilia: Clients Handle the Updates Now

Liam explains how Quilia shifts one of the biggest pain points in personal injury law—constant follow-up. Instead of staff chasing updates, clients now handle that themselves by logging treatments, pain scores, documents, and more right in the app. The result is a smoother process for everyone. Cases keep moving, the team gets valuable time back, and clients stay connected without overwhelming the firm with calls and check-ins.

Carmen on Quilia: Client Updates Without the Chase

Carmen points out one of the biggest challenges for law firms—getting consistent updates from clients. With Quilia, clients can easily check in, upload documents, and track treatment on their own, without staff constantly chasing them down. That simple shift saves teams hours of follow-up while keeping cases moving smoothly. Stronger updates, less stress, and more time to focus on building better outcomes.

Naomi on Quilia: Less Follow-Up, More Focus

Naomi highlights one of the biggest challenges for personal injury firms: endless client follow-up. Quilia changes that dynamic by giving clients an easy way to stay engaged in their case without constant check-ins from staff. The result is a win-win—teams can stay focused on building stronger cases, while clients feel more informed and in control of their own process. Less chasing, more progress.

Simon on Quilia: No More Chasing Clients

Simon shares how Quilia changed the way his firm manages client updates. Instead of constantly chasing clients for documents, treatment updates, or pain reports, the app lets clients handle it themselves—right from their phones. Everything shows up instantly and cleanly on the firm’s side, saving hours of back-and-forth. The result is smoother workflows, stronger case files, and happier clients who feel more involved in the process. Quilia doesn’t replace communication; it enhances it by automating the repetitive parts, so staff can focus on strategy instead of chasing updates. For Simon’s firm, it’s been a major boost in both efficiency and case quality.

Aria on Quilia: From Skeptic to Superfan

Aria admits she wasn’t sold on Quilia at first—thinking it was just a crutch for firms struggling with case management. But after seeing the latest version in action, she completely changed her perspective. Quilia doesn’t replace good case management; it makes it better. With clients more engaged, updates flowing in automatically, and staff freed from constant follow-ups, Aria’s team now has more time to focus on building stronger cases. The result? Better files, smoother workflows, and a clear upgrade to how the firm operates day-to-day.

Amelia on Quilia: Clients Actually Use It

Amelia shares the biggest surprise about Quilia: clients really do use it. With a clear introduction and a little reminder at the start, clients quickly get comfortable logging updates, uploading documents, and tracking their own recovery. Instead of chasing down information, the firm receives organized updates directly from clients—without constant follow-ups. For Amelia’s team, it’s been a huge boost in keeping cases moving forward while saving staff hours of repetitive work.

How to Add an Appointment to a Client’s Case

Learn how to quickly add an appointment for a client in Quilia’s portal. In this short walkthrough, we cover navigating to the client’s profile, adding the appointment, setting date/time/provider, and confirming that it shows up on the client’s end.

How to Add Medical Appointments in Quilia

Adding your medical appointments in Quilia helps you and your attorney stay on the same page about your treatment. By logging appointments and updates, you’re creating a clear record that supports your case, keeps your recovery organized, and makes sure nothing gets missed. Here’s how it works: - Tap Appointments. - Select Add Appointment. - Choose your medical provider from the dropdown. - Set the date and time. - Click Save. - On the confirmation screen, note if you attended, rescheduled, or were released from treatment. - You can also add your next appointment, upload documents, or leave notes right there. - Click Save and Close to finish. With each update, your case file stays accurate, your care timeline is crystal clear, and your attorney has exactly what they need to fight for the best outcome.

How to Upload Benefit Payments in Quilia

Keeping track of your workers’ comp benefit payments in Quilia helps make sure nothing slips through the cracks. By uploading your check amounts (and a photo of each check), your attorney gets a clear record of what you’ve been paid and when. This makes it easier to stay on top of your case, avoid confusion later, and ensure you’re getting every dollar you deserve. Here’s how to do it: Go to the Wages tab. Select Benefit Payments. Enter the amount of the check you received. (Optional) Add the check number and any notes. Tap Upload Files/Images to attach a picture of the check. Click Save to finish. That’s it — your payment is logged, your case file is stronger, and you’ve done your part to keep things moving smoothly.

Adding Your First Client to Quilia

Getting started with Quilia is simple. In this tutorial, you’ll learn how to add your very first client to the platform and send them an invite to download the app. Steps covered in this walkthrough: - Log in and click Add New Client in the top-right corner. - Enter the client’s name, a text-enabled phone number, case type, and preferred language. - Click Add Client to create their profile in Quilia. - To notify them, click Send Download Invite and confirm. That’s it—your client is now set up and ready to participate in their case using Quilia.

Adding Existing Clients from Neos into Quilia

This tutorial shows how to quickly import existing clients from Neos into Quilia. The process takes just a few clicks, letting you sync cases and get clients set up in the app right away. Steps covered in this walkthrough: In Quilia, click Import Existing Clients. Copy a Case ID from Neos and paste it into the prompt. Confirm the client’s case details and assigned staff. Complete the import and verify the case is added. If automatic invites are off, send a download invite manually to the client. With this workflow, you can seamlessly pull cases from Neos into Quilia, ensuring clients are ready to start participating in their case without delay.

Filevine Tutorial: Exporting Medical Providers

In this tutorial, Kenny Eliason walks through how to export a list of medical providers from Filevine using the Report Builder. You’ll see exactly how to set up the report, modify fields, and generate a clean export ready for use. Steps covered in this walkthrough: Open Report Builder and choose your marketing list. Replace “Address 1” with “Address Line 1,” city, state, and zip. Add Company Name to the top of your report. Filter contacts by type: medical provider. Run the report, save it, and export to Excel. By following these steps, you’ll have an accurate, organized list of medical providers in minutes.