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Ten Golden Rules: Every Client, a Great Client

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Not every client naturally stays on top of their case—but with the right system, every client can be a great client. In this video, we share how Quilia combines marketing-style touchpoints with real case-building automation. From NPS scores and satisfaction checks to reminders and tasks, the app works behind the scenes to keep clients engaged and cases moving forward without overwhelming staff.

The process is simple: once a client signs, they’re invited into the app on their phone or browser. From there, automated reminders and smart “if this, then that” prompts guide them step by step—making sure nothing slips through the cracks. It’s not about drowning clients in notifications; it’s about the right nudge at the right time. The result? Stronger files, happier clients, and less stress for the firm.

Tags

case management softwarelegal techlaw firm efficiencypersonal injury attorneysbuild stronger casesclient engagementevery client a great clientclient satisfactionautomate client tasks

Transcript

We've built a tool that not only does some of the marketing side about keeping the clients up to date and satisfaction checking, NPS scores, all that, but what we're really focused on is building every case. Similar to what your staff does at the law firm, our app does it automatically using reminders and tasks and tools that are built into the app. So we're helping build every case and make every client a great client. Technically, how does it function? Do first sign a client before you get them on Quilia? Yeah. So we have our mission is from signature to disbursement. And so after signature, invite them to download the app. The app goes on their phone or on a web browser if they want it. And then it's actually less crazy than you think. I mean, we got a bunch of cool AI stuff, but really, we're just doing essentially time based reminders. And if there's if this, then that statements, meaning if something's missing, plug it in. And we tailor those out different at different times so that they aren't annoyed with all the stuff they have to do.