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Adding Your First Client to Quilia

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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.

Tags

case management softwarelaw firm efficiencypersonal injury attorneysclient onboardinglegal tech trainingadd first clientclient invitations

Transcript

Adding your first client to Calia is super easy. Once you're logged in, go to the top right corner, click add new client, enter the name of the person you're inviting, a phone number that can receive text messages, see the type of case you're inviting, and choose your preferred language, and then click add client. This adds them to Coolio, but it does not send a text message. If you'd like to send a text message to the client to let them know they've been invited, click on the send download invite button and then the purple confirmation button.