Support Page Refresh & Key Features
Published on August 1, 2025
Video 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.
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