All Case Management Systems
41 articles
Support articles applicable to all case management systems. General integration guides and best practices for any CMS.
For Firms · All CMS
Connecting Zapier to Quilia
Connect Quilia to thousands of apps with Zapier. Create cases from intake forms, alert your team when clients upload documents, add appointments to your calendar, and more.
For Firms · All CMS
Connecting Zoom Scheduler
Connect your firm Zoom account so clients book calls on your Zoom Scheduler booking pages from the Quilia app.
For Firms · All CMS
How to Ask a Client for a Google Review
Send a happy client a Google review request from the Reputation page in a few clicks, pick the right clients to ask, and get credit for the reviews you bring in.
For Firms · All CMS
The Treatment Tab: A Tour for Medical Coordinators
The Treatment tab is where everything your client has told Quilia about their treatment lives in one place. Take a tour of its sections, from pain scores to medical providers.
For Firms · All CMS
NPS and Google Reviews: Best Practices
Use NPS to keep a pulse on every client through the case, follow up on anyone unhappy, then ask for a Google review at the end when they are happiest. The exact question clients get, and how to set up all three steps.
For Firms · All CMS
Automatic Appointment Reminders and Follow-Ups
Once an appointment is in Quilia, Quilia reminds the client before the visit and asks how it went afterward, so your team gets updates without chasing anyone.
For Firms · All CMS
What Happens When Clients Send Photos and Documents
Clients can take a picture of anything they get. Quilia reads it, adds the details to the case, and puts the file in your case management system, so nobody has to retype it.
For Firms · All CMS
When a Medical Provider Joins Quilia
When a medical practice that treats your clients joins Quilia, its appointments, bills, payments and lien updates come straight to your case. Here is exactly what the practice can and cannot do, and where each update goes.
For Firms · All CMS
Saving client uploads to cloud storage
Connect Dropbox, Google Drive, SharePoint, or OneDrive to automatically save files your clients upload to their case folder.
For Firms · All CMS
API Keys and Webhooks
Manage API keys and set up webhooks to connect Quilia to custom firm systems.
For Firms · All CMS
Custom Symptoms
Learn how to enable and manage custom symptom tracking for your clients, including bulk imports and per-case-type lists.
For Firms · All CMS
Ask a Question
What the Ask a Question switch does, what your clients see in the Quilia app, and who at your firm gets their question.
For Firms · All CMS
AttorneyShare Referrals
Sign up for AttorneyShare from Quilia, connect it with your API key, and choose the practice areas and jurisdictions you take referrals for.
For Firms · All CMS
Billing and Your Plan
View your firm subscription plan, manage billing options, and understand how Quilia counts clients.
For Firms · All CMS
CaseChat Settings
What each CaseChat switch on Settings → Features does, including Replies in CaseChat, Group Threads and Log Export.
For Firms · All CMS
Connecting a Calendly Calendar
Connect your firm calendar so clients can book appointments without leaving the Quilia app.
For Firms · All CMS
How to Delete a Case
Permanently delete a case from the Quilia Portal, and when to close it instead.
For Firms · All CMS
Importing Minors and Their Parents
Give each child in a case their own case in Quilia, with a parent on the case who has access and receives the invitations.
For Firms · All CMS
Mapping CMS Fields and Contact Types
Learn how to configure mapping between your CMS fields, case types, and contact types to ensure the right data imports into Quilia.
For Firms · All CMS
Organization Profile and Branding
Configure how your firm name, icon, logo, and colors appear for clients in the Quilia app.
For Firms · All CMS
Providers and Keeping Provider Information Accurate
Where Quilia's provider information comes from, everything Quilia does automatically to keep it accurate and current, and how your firm can review and fix it.
For Firms · All CMS
See What Your Clients See
Learn how to use the sample client to preview the Quilia mobile app experience safely.
For Firms · All CMS
Signup Link and Signup Requests
Share one link that lets a prospective client ask your firm to set them up in Quilia, then review each request and create the client when you are ready.
For Firms · All CMS
Unmapped Case Types and the Default Case Type
What happens to a case whose type in your case management system is not mapped to a Quilia case type, and how the Default case type gives it a fallback.
For Firms · All CMS
Mapping CMS Offices to Quilia Locations
Learn how to route imported cases to the right Quilia location based on the office in Clio, Neos, or Filevine.
For Firms · All CMS
CreoRx + Quilia: Prescription Cards for Your Clients
How your firm connects CreoRx to Quilia, sends prescription card requests, lets clients request a card, and tracks active cards and filled prescriptions.
For Firms · All CMS
Case Management Integration Feature Comparison
Compare Quilia case management integrations across auto-import, webhooks, polling, activity sync, document uploads, task creation, staff sync, and browser extension support.
For Firms · All CMS
Configuring the File Checklist
Configure the File Checklist in the Quilia Portal. Set which documents to request per case type, add custom names, and tell clients what to send.
For Firms · All CMS
How to Mark a Case as Closed
Learn how to close or reopen a case from the Edit Case Details dialog in the Quilia Portal.
For Firms · All CMS
CMS Integration Settings Explained
What each setting in the Settings section of your CMS integration page does, and which case management systems show it.
For Clients · All CMS
How to Enable CaseChat Message Translations on the App
The Quilia app enables automatic translation of CaseChat messages to your preferred language, facilitating communication with your legal team. To enable translations, open the app's Settings, toggle on message translations, and set your preferred language to ensure accurate translations.
For Firms · All CMS
How to Enable CaseChat Message Translations in the Portal
Learn how to enable automatic message translations in CaseChat. When enabled, messages from clients are automatically translated to your preferred language, making multilingual communication seamless.
For Firms · All CMS
How to Add Insurance Information to a Client's Case
Learn how to add insurance company information to a client's case in the Quilia Portal. This quick guide walks through the Incident tab and Insurance sub-tab to help you track all relevant insurance details.
For Clients · All CMS
How to Add Insurance Information in the Quilia App
To add your insurance information in the Quilia app, navigate to the Case tab and tap the Insurance button. Follow the prompts to input your policy details, upload images of your insurance cards, and ensure your legal team has accurate records for your case.
For Firms · All CMS
Onboarding New Clients with Quilia
Follow a repeatable client onboarding workflow from case import and invitation through the client's first successful action in Quilia.
For Firms · All CMS
Quilia Firm Setup Checklist
Set up your Quilia organization, connect your case management system, configure client access, and test the complete client experience before launch.
For Firms · All CMS
Understanding Automatic Case Import and Client Invitations
Understand how cases enter Quilia and choose whether clients are invited on import, after work begins, or at selected case phases.
For Firms · All CMS
How to Send Automated Phase Messages in Quilia
Phase messages now run on automations. Learn how to message clients when their case moves to a new phase, and how to write a message for each phase.
For Firms · All CMS
Adding Your Team Members
How to add, edit and deactivate team members in Quilia, choose their role, put them on every case, and read the integration logos that show who is linked to your case management system.
For Firms · All CMS
Ride Requests for Clients
Let clients ask your firm for a ride to an appointment from the Quilia app. Uber rides are coming soon.
For Firms · All CMS
Case Type Settings
Configure how different types of cases are handled, what information is collected, and what features clients can access.
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