Adding Existing Clients from Neos into Quilia
Published on August 21, 2025
Description
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.
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