AI Summaries & SmartAdvocate Integration

Hey, everyone. We've rolled out a fresh set of updates designed to save your firm time, improve communication, and keep everyone on the same page. Let's jump right in. First up, AI powered case summaries. No more digging through pages of notes to figure out what's happening in a case. To turn this on, head to the portal, navigate to settings by clicking on your profile icon in the bottom right, head to email preferences, and toggle on AI powered summaries. Don't forget to hit save preferences. Next, we've introduced direct integration with smart advocate. Quilia now connects seamlessly so you can manage cases, messages, and client updates all in one place. By reducing duplicate data entry and simplifying your workflow, this integration helps your teamwork faster with fewer mistakes. We've also made several supporting improvements based on your feedback. Phase messages are now faster and more reliable, keeping clients informed without delays. For firms with custom built case management systems, we've added new API powered tools to make integrations easier than ever. If your tech team wants to get started, they can head to settings, click on API and access the full documentation. We're also improving the way you manage clients with multiple cases and cases with multiple clients right in the portal. New views will give you greater visibility into what's happening with each client and their cases. We've got something new in the works that takes client updates to the next level. Think smarter, more timely insights that help fill in the gaps before they even appear. We're calling it case signal and it's coming soon, so stay tuned for that. Before we wrap up, here's a quick reminder about the Quilia partner program. Whether you're an attorney, case manager, or part of the support team at your firm, you can personally refer other firms to Quilia and earn commissions directly. You'll get twenty percent on every referral. Right now, we're offering forty percent on your first ten referrals. To get started, visit quilia.com/partners. As always, we're here to help. If you have any questions about these updates or want a personalized walk through, visit quilia.com/support to get started. Thanks for choosing Qualia, and we'll see you guys in the next update.