PracticePanther Frequently Asked Questions

Quilia connects to PracticePanther through Zapier. Your team picks the Quilia events that matter, like a new document, an appointment or a case update, and Zapier carries them into PracticePanther. It's not an official PracticePanther integration, but once your Zaps are set up, updates flow on their own.

Yes. Quilia is designed to work alongside PracticePanther, enhancing its functionality with automated client communication, treatment tracking, and case management features. Many firms use Quilia to complement their existing PracticePanther setup.

Quilia automatically enhances PracticePanther by adding automated client messaging, treatment tracking, appointment reminders, document collection, and real-time case updates, all without any manual intervention. It transforms PracticePanther from a static case management tool into an active, automated client engagement platform.

Yes, once your Zaps are set up. Through our Zapier integration, new documents, appointments and case updates flow from Quilia into PracticePanther, and client and case changes can flow back, so nobody retypes them.

Yes. Clients can view their case information, receive updates, upload documents, and communicate with your firm through Quilia. With a Zapier connection in place, new documents, appointments and case updates reach their PracticePanther case file.

Absolutely. All data transmission between Quilia and PracticePanther is encrypted and secure. We maintain the same security standards as PracticePanther to ensure client confidentiality and attorney-client privilege.

Quilia works alongside the PracticePanther client portal. Clients get automated reminders, document and signature requests, and updates by text or in the Quilia app, and everything syncs back to the PracticePanther matter without staff stepping in.

Yes. Our Zapier integration allows for custom workflows that match your specific PracticePanther setup. You can configure automated triggers, data mapping, and notifications to fit your firm's unique processes.

Quilia doesn't handle billing at all. We focus on client engagement, treatment tracking, and case management. However, the data we collect (treatment compliance, pain scores, document uploads) can help support your billing process by providing better documentation of client care.

PracticePanther's client portal is primarily for viewing case information, while Quilia is an automated engagement platform that actively prompts clients to take action, automatically tracks their progress, and handles all communication automatically to improve case outcomes and client satisfaction, with no manual work required.

Almost none. Once set up, Quilia automatically handles client communication, treatment tracking, document collection, and case updates. Everything syncs to PracticePanther without any manual data entry or staff intervention. Your team only needs to review the automated updates and take action when required.

Yes, on every plan ([PracticePanther](https://www.practicepanther.com/legal-crm/client-portal/)), and texting on the Business plan and up ([PracticePanther pricing](https://www.practicepanther.com/pricing/)).

Yes, approved case by case through PracticePanther support ([PracticePanther help](https://support.practicepanther.com/en/articles/480086-api-access)).

PracticePanther lists its integrations on its [integrations page](https://www.practicepanther.com/integrations/) without a total count.