Ten Golden Rules: Every Client, a Great Client
Published on August 6, 2025
Description
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.
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