Introducing Quilia Requests: Custom Forms, Faster Client Responses

Hey, everyone. Today, we're introducing a powerful new update inside Quilia, Requests. This feature lets your firm send on-demand personalized requests directly to clients. Think of it like creating your own digital forms. Whether you need a TBI questionnaire, an injury check-in, or even interrogatories and discovery requests, you can now build it once and send it instantly. Here's how it works. Inside the portal, go to the request section and create a new template. You can add text boxes, multiple choice options, or even file uploads, whatever fits your workflow. Once you publish it, your client gets a push notification on their phone. They fill it out, upload any files, and you'll see their responses appear right under the request tab and synced back to your case management system. This makes it easier than ever to collect accurate information in real-time without chasing emails or paper forms. It also keeps your clients more engaged throughout the case since they can respond right from their mobile app. A few quick highlights to keep in mind. You can edit and reuse templates for future cases, notifications ensure faster turnaround times on client submissions, everything syncs instantly back into the portal and your case management system so your team always stays organized. These features give your firm more flexibility and control when gathering information from clients. And here's a quick look at what's next. We're adding in-app signatures, making it easier than ever for clients to sign and return documents directly through the Quilia app. No downloads, no printing, just quick, secure signatures that appear automatically in your case management system. Before we wrap up, here's a quick reminder. Whether you're an attorney, case manager, paralegal, or part of the support team, you can all take part in our Quilia partner program. Anytime you refer another firm to Quilia, you'll earn a commission, 20% on every referral, and right now, 40% on your first two. To learn more or get started, head to quilia.com/partners. That's it for this release. As always, if you have any questions about these updates or want a personalized walkthrough, head to quilia.com/support. Thanks for watching, and we can't wait to see how your firm uses custom requests to make client communication smoother than ever.