Integration & Workflow Frequently Asked Questions

Yes. We integrate with Filevine, 8am MyCase, 8am CasePeer, and more. Client info flows directly into your system automatically, with no double entry.

No. Quilia is the anti-portal. Traditional portals make your team do more work. Quilia does the opposite. Clients handle their own updates, and those updates flow into your CMS. No extra logins or systems to manage.

We support custom setups through Zapier and API, and we're constantly expanding our integration list. If your CMS isn't listed, we'll work with you to make it happen.

Most integrations can be set up in under 30 minutes. We handle the technical configuration, and you just need to connect your account. Some custom integrations may take a few days depending on complexity.

No. Our integrations are designed to be plug-and-play. We provide step-by-step guides and our team can help with setup if needed. Most firms are up and running the same day.

Yes. You can connect Quilia to multiple case management systems if your firm uses different platforms for different case types. Each integration works independently.

We monitor all our integrations and update them automatically when case management systems release new versions. You don't need to do anything. The integration continues working seamlessly.

Absolutely. All data transmission is encrypted using industry-standard security protocols. We maintain the same security standards as your case management system to ensure client confidentiality.

Yes. You can configure which types of data sync between systems. Most firms sync everything, but you can choose to sync only specific data types if preferred.

We monitor all integrations 24/7 and fix issues immediately. If something goes wrong, our team is notified automatically and resolves it quickly. You'll rarely notice any downtime.

Quilia integrates with Neos through their API to automate client communication, case updates, and document collection. All client data flows directly into your Neos case files without manual entry.

Yes. Quilia enhances Neos by adding automated client engagement, treatment tracking, and case updates. Client activity and documents post to the Neos case automatically, as notes and files your team reads in Neos.

Absolutely. All documents uploaded through Quilia automatically sync to the correct Neos case and are properly organized in the document management system.

Quilia connects with SmartAdvocate to automate client communication, case updates, and treatment tracking. All client data flows directly into your SmartAdvocate case files automatically.

Yes. Quilia works alongside SmartAdvocate, adding appointment reminders, document requests, treatment and pain score tracking on injury cases, and updates by text or in the Quilia app. Every update syncs back to the SmartAdvocate case.

Quilia integrates with Smokeball to automate client communication, case updates, and document collection. All client data flows directly into your Smokeball case files without manual entry.

Yes. Quilia adds automated client engagement, treatment tracking, and status updates on top of Smokeball. Client activity, CaseChat, and files land on the matter as memos and documents, and appointments can sync to the matter calendar.

Quilia integrates with Zapier to create automated workflows between Quilia and hundreds of other apps. This allows you to connect Quilia to case management systems that don't have direct integrations.

Quilia works with Zapier to connect to popular case management systems, CRM platforms, email marketing tools, and more. You can create custom workflows to automate data flow between Quilia and your existing tools.

Very little. Clients enter their own info, and it flows into your CMS automatically. You'll only need to check in when action is required.

Yes. Quilia is built to sync directly with your CMS so you're not stuck re-entering data or jumping between platforms.

They pick up right where they left off. Nothing is lost and message history stays intact.

Yes. SmartAdvocate includes a client portal, and two-way texting runs through partners such as Kenect or Twilio ([SmartAdvocate FAQs](https://www.smartadvocate.com/faqs)).

SmartAdvocate doesn't publish API documentation. It offers custom integrations on request ([SmartAdvocate FAQs](https://www.smartadvocate.com/faqs)), so ask them directly.

SmartAdvocate says it has 175+ integrations and partners ([SmartAdvocate integrations](https://www.smartadvocate.com/integration-and-partners), October 2026).

Assembly says Neos has a documented API but doesn't publish the documentation or how to get access ([Assembly](https://www.assemblysoftware.com/neos/role/it-leaders)), so ask Assembly directly.

Assembly lists its [integration partners](https://www.assemblysoftware.com/integration-partners) without a total count.

Two-way client texting is included on the Platinum plan, and otherwise available as the Premium Texting add-on ([Assembly pricing](https://www.assemblysoftware.com/pricing)).

Follow our [Neos setup guide](/support/firms/connecting-neos-quilia/).

Yes, the [Communicate Client Portal](https://support.smokeball.com/hc/en-us/articles/5888010424471-Communicate-Client-Portal-Overview), with two-way SMS on the Boost, Grow and Prosper+ plans ([Smokeball pricing](https://www.smokeball.com/pricing)).

Yes, with approval. Firms need the Prosper+ plan and approval from their account manager, and vendors apply as partners ([Smokeball API docs](https://docs.smokeball.com/docs/api-docs/1e13a13124aee-introduction)).

The [Smokeball Marketplace](https://marketplace.smokeball.com/) lists 187 apps across all regions and 110 in the U.S. (October 2026).

Follow our [Smokeball setup guide](/support/firms/connecting-smokeball-quilia/).