Probate Case Management That Keeps Everyone Moving
Probate asks grieving families to gather a lifetime of information. Quilia gives them one clear place to organize estate assets, upload documents, complete requests, and stay connected with your firm.
Quilia features for Probate
Every feature below works on this case type. Pick one to see how it works.
Talk with clients
- CaseChatSecure, privileged client messaging, translated into the language each client reads.
- TextingTwo-way client texting where every text, one-to-one or in a group, is logged on the case.
- Mass MessagingReach one, several or every client at once, safely.
- MultilingualClients use Quilia in their own language, and your team reads it in English.
Collect documents and signatures
- OnboardingClients sign in with a magic link to a profile already filled in from your case file.
- Document ManagementRecords, bills and photos clients upload are sorted and synced to the case.
- Document SharingSend firm documents to clients from the folder you already use.
- E-SignaturesGet documents signed in the app, with no per-signature fees.
Run your firm
- AutomationsInvitations, follow-ups, phase updates and re-engagement run on their own while you focus on cases.
- Attorney DashboardOne place to manage cases, track progress and talk with clients.
- A.I. InsightsRisks and next steps surfaced from what clients share, before anyone has to ask.
- Internal NotesTeam-only notes that never reach the client.
- Case DelegatesExecutors, guardians and family members on the case, with access you control.
- Case ReferralsRefer cases to other attorneys and track their status.
- AI Assistants (MCP)ChatGPT, Claude and other assistants connect to Quilia with one sign-in.
Grow your reputation
Privilege and security
A Calmer Client Experience for Probate
Probate matters have their own people, property, documents, and next steps. Quilia brings those details into a probate-specific experience without exposing families to personal-injury tools that do not belong in their matter.
Clients know what the firm needs next, while your team can see what has been shared and what still needs attention.
Build the Estate Inventory in One Place
Give clients a straightforward way to record real property, bank and investment accounts, debts, vehicles, and other valuables. Each entry stays organized with the details your team needs to prepare the matter.
Instead of chasing a spreadsheet over email, your firm gets a living inventory that clients can keep current as new information surfaces.
Keep Every Interested Party Straight
Organize executors, beneficiaries, creditors, family members, guardians, and other contacts with their relationship details and notes. Your team can see who is involved without piecing it together from separate messages and files.
When someone needs access to the matter, Quilia's Case Delegates support acting and view-only roles without creating a separate case.
Turn Follow-Up into Clear Next Steps
Send clients focused requests for documents, questionnaires, signatures, and other action items. Everything appears in one task list, so families can work through the matter at their own pace.
Automatic reminders keep work moving, and completed requests give your team a clear record of what the client provided.
Estate Documents
Collect wills, death certificates, deeds, account statements, vehicle titles, and other estate records through secure uploads.
Secure Communication
Keep sensitive family and financial information inside Quilia while clients receive updates from the legal team they trust.
Case Notes
Give clients one place to record new discoveries, important conversations, and updates as the estate administration moves forward.
Case Calendar
Share hearings, meetings, and other client-visible dates with reminders that help everyone arrive prepared.