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Secure Shared Case Access for Modern Law Firms

Published on

In personal injury law, the client is not always the person managing the case.

Sometimes the client is hospitalized. Sometimes they are a minor. Sometimes a spouse, parent, power of attorney, or co-counsel is quietly handling everything behind the scenes.

Case Delegates gives law firms a structured way to involve the right people on a case with the exact level of access the firm decides.

Acting access allows delegates to interact with the case exactly as the client would, including messages, forms, uploads, and signed documents.

View Only access keeps family members, co-counsel, or support staff informed without allowing changes.

Dormant access allows firms to add successor trustees or future decision-makers ahead of time and activate them instantly when needed.

Every action is tracked with a complete audit trail showing who performed it and their assigned role.

Built for personal injury law firms and adaptable across family law, criminal defense, trusts and estates, and other practice areas.

Quilia helps firms improve client communication, accountability, and case visibility without losing control over access.

Learn more at https://www.quilia.com

Transcript
In personal injury, the client is not always the one who can run the case. Often, the injury itself is what takes that away. The client is in the hospital, unable to manage anything. The client is minor, someone holds power of attorney, co counsel is on the matter, or one family member is quietly handling every appointment, every upload, every message. Case delegates gives each of these people a real place on the case with the exact level of access the firm decides. Acting is full access. Read and send messages, complete forms, submit signed documents exactly as the client would, View only sees everything and changes nothing. And dormant for a successor trustee with no authority until a triggering event is added now and activated later with one click. And the firm always knows who did what. Every message, every signed document, every change is attributed by name and role with a full audit trail on the case. It works the same for family law, criminal defense, and trusts and estates. Wherever your firm practices, the people who run the case finally have a place to stand. That is case delegates.