Skip to main content

Support Page Refresh & Key Features

Published on August 1, 2025

Description

In this update, Jeremiah walks through the brand-new Quilia Support Page and highlights several powerful features that many firms haven’t turned on yet. Whether you’re looking for faster answers, better client communication, or fewer intake headaches, these tools are designed to make your workflow smoother.

What’s new and worth enabling:

  • Support Page Overhaul – Tutorials, walkthroughs, and help articles all in one place: quilia.com/support.
  • Phase Messages – Automatically keep clients updated with AI-generated messages, attached videos, and FAQs.
  • Client Feedback Tools – Enable NPS surveys and review prompts to capture feedback and grow your reputation.
  • Case Chat – Secure, built-in messaging directly in Quilia or via the Case Connect Chrome extension.
  • Required Documents – Collect the right files upfront with client checklists, reducing intake back-and-forth.

If you haven’t tried these features yet, now’s the time—they save hours of staff work while improving client experience.

Tags

law firm efficiencyquilia updatequilia support pagelegal tech featuresphase messagesclient communication toolscase chatrequired documentsnps surveys law firms

Transcript

Hey, everyone. I'm Jeremiah, and I'm with Quilia. We gave our support page a complete overhaul. If you ever find yourself waiting on a response from the team, this is a great place to check in. You'll find tutorials, walkthroughs, and helpful articles, plus we're always adding more. To find it, just go to quilia dot com slash support. You'll find the new support page. While we're here, I wanna call out a few powerful features you might not have turned on yet. Phase messages help keep clients looped in automatically. No extra text or calls needed. To enable them, click your profile, go to settings, then hit features, and just toggle on phase messages. Once that's on, you'll see a phase messages section pop up in your left navigation panel. Click new template, select the phase, case type, and language, then just click create template. You'll get a full editor with a generate message button that writes a message for you using AI. You can attach files, YouTube videos, and images. Each message also comes with FAQs so your client understands what that phase means. If you scroll down to message options, you can turn on some client feedback tools. There's net promoter score surveys and review prompts. If you rely on reviews to grow, definitely enable this. Case chat gives you one secure place to talk to your clients right in Quilia. To turn it on, click your profile, go to settings and features again, and just toggle on case chat. Once it's active, you'll see a case chat tab appear in your left navigation panel. You can also chat through the case connect Chrome extension. It opens as a side panel while you work in your CMS, so you never have to switch tabs. If you want to reduce back and forth during intake, try setting up required documents. To do this, click your profile, go to settings, and then case types. Under each case type, you'll see a list of documents. Check off the ones you wanna mark as required documents. When a client downloads the app, they'll see a checklist for those docs. If something doesn't apply, they can just swipe and tap NA. It's a simple way to collect the right files upfront without chasing paperwork later. That's it for now. Take a second to explore these features if you haven't already. They make a big difference. As always, if you have any questions or feedback, we're just a message away. Thanks for using Quilia.

Related Videos

Transform Your Legal Practice with our
Integration

  • Automate treatment reminders and reduce administrative burdens.
  • Schedule appointments and automate reminders to reduce no-shows.
  • Facilitate seamless communication between legal teams and clients.
  • Securely manage and sign documents online.
  • Empower clients with self-service tools to manage their treatment and case progress.

Want a demo?

Send us your info and we'll contact you right away.