Ten Golden Rules: Every Client, a Great Client
Published on August 6, 2025
Quilia doesn’t just manage tasks — it builds cases. Smart reminders, tailored check-ins, and AI-backed nudges turn messy intake into real progress.
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.
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