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CaseChat: Messaging a Client From Their Case

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How firm staff message a client with CaseChat, right from the client's case in the Quilia portal. The conversation slides out over the case file, and the client gets the message in the Quilia app, or as a text if the app can't reach them.

Clients can reply to the text, and the reply lands back in CaseChat marked SMS. Once a day, the conversation is saved to the firm's case management system.

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Transcript
CaseChat is a quick, real conversation between your team and one client, right from their case. Open the case and select Open CaseChat. The conversation slides out over the file, so you can read while you type. Send your message. If your client has the Quilia app, it shows up there. If not, it goes out as a text, so they see it either way. They can just reply to the text. Their answer lands right back in CaseChat, marked SMS, where your whole team can see it. And once a day, the conversation is saved to your case management system, so the file stays complete without anyone copying it over.