Clio Frequently Asked Questions

Clio for Clients is Clio's client app: clients download it and sign in to message the firm, see shared documents and check calendar events. It shows what the firm shares with them.

They work well together, and many firms run both. Clio for Clients is where clients see what the firm shares and message the team. Quilia reaches out: ℚ texts with each client about their own matter, collects what the case is missing and syncs it to the matter in Clio, with no app download or login required.

Yes. Quilia connects with Clio to sync client communication, documents, and request responses into your case files. We handle the client side, so your team can stay focused.

Clio for Clients is a place clients can check. Quilia reaches out: it texts with each client about their own matter, reminds them about appointments and deadlines, collects the documents and signatures the case needs, and syncs it all back to Clio. Clients take part in their case without logging in to a portal.

Yes. Client messages, documents, appointments, and request responses sync to the right matter in Clio automatically. Everything is organized and accessible within your existing Clio workflow.

Quilia doesn't handle billing. What it collects from clients (documents, signed forms, answers to your requests) lands in the Clio matter, so the file is complete when it is time to bill or close the case.

Yes. Quilia works alongside Clio's mobile app. Your team can access everything through Clio's interface, while clients use Quilia's mobile app for engagement and updates.

They complement each other. Clio for Clients gives clients a place to message the firm and see shared documents. Quilia adds the follow-through: automated reminders, case phase updates, and document and signature requests, by text or in the Quilia app, for every practice area.

Yes. Quilia is built to work alongside Clio. Firms add it to their existing Clio setup for client follow-through, and every update syncs back to the Clio matter.

Clio for Clients is built for clients to check in with the firm. Quilia adds the follow-up: it reminds clients about appointments, deadlines and missing documents (and, on injury cases, gaps in treatment), so nothing stalls the case. The two work side by side.

Yes, with approval. Developers apply for a Clio developer account, which goes through an application review ([Clio developer docs](https://docs.developers.clio.com/handbook/getting-started/get-a-developer-account/)). Quilia already connects to Clio, so there is nothing to build.

Clio lists 300+ apps ([Clio pricing](https://www.clio.com/pricing/), October 2026); browse them in its [App Directory](https://www.clio.com/app-directory/). Quilia is one of them on your side: client messages, documents and request responses sync to the matter in Clio.

Yes. Clio Manage has two-way text messaging, which needs a toll-free number ([Clio help](https://help.clio.com/hc/en-us/articles/9125220988827-Text-Messaging-in-Clio-Manage)). Quilia works alongside it: ℚ texts with each client about their own matter, collects what the case needs and writes it into Clio.

Follow our [Clio setup guide](/support/firms/connecting-clio-quilia/).