Filevine Frequently Asked Questions

Quilia connects directly to Filevine. Client updates, documents, and form responses land on your Filevine project as they happen, and CaseChat conversations are logged there too. No double entry, ever.

Yes. Quilia works with your Filevine project types and templates. You choose which Filevine fields fill in each Quilia case, and client activity, files, and the providers clients add flow back to the project.

Absolutely. All documents uploaded through Quilia automatically sync to the correct Filevine project and are organized in the documents section. They're properly tagged and searchable within your Filevine system.

Yes. Quilia works alongside the Filevine client portal, adding automated reminders, document and signature requests, and answers to client questions, by text or in the Quilia app. Every update syncs back to the Filevine project.

Yes. [Client Portal by Filevine](https://support.filevine.com/hc/en-us/articles/28865773457563-Client-Portal-by-Filevine) is billed per client invite, and clients log in to see what your team shares. Quilia reaches clients by text instead and syncs what they send back to the Filevine project.

Yes, with approval. API credentials come from a Filevine representative or through Filevine's partner program ([Filevine support](https://support.filevine.com/hc/en-us/articles/27944810461851-Authenticate-Requests-to-the-API-Gateway)).

Filevine lists its integrations on its [integrations page](https://www.filevine.com/integrations/) and in a [partner directory](https://www.filevine.com/partners/directory/), which includes Quilia. It doesn't publish a total count.

Yes, through [Text-to-Case-File](https://www.filevine.com/features/text-case-file/).

Follow our [Filevine setup guide](/support/firms/connecting-filevine-quilia/).