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