Support for Law Firms
Portal setup, CMS integrations, and troubleshooting guides for legal professionals
Popular Articles
For Firms
Connect your AI assistant to Quilia
Install the official Quilia app in ChatGPT, or point Claude Desktop, Cursor, Claude Code, or any MCP-compatible assistant at your firm. One click signs you in. The assistant reads and writes to your firm only, scoped to your role.
For Firms
Read a Client's Conversation with ℚ
Open any case to read everything a client has said to ℚ, in the app or by text, and see exactly what ℚ recorded on the case.
For Firms
Creating Effective Case Status Update Templates
Build templates for common case milestones to maintain consistent client communication.
For Firms
Ride Requests: Letting Clients Ask Your Firm for a Ride
Clients without a car can ask your firm for a ride to an appointment from the Quilia app. Turn it on by case type or for one client, and see what your case team receives.
For Firms
What to Say in a Settlement Phase Message
What to cover in the message that fires when a case enters settlement, with sample copy, what to leave out, and the explainer video to embed.
For Firms · Filevine · Clio
Using the Quilia CaseConnect Extension
The CaseConnect browser extension puts Quilia next to your case management system, so you can message clients, add appointments and providers, and import cases without leaving Filevine, Clio, MyCase and other supported systems.
All Articles
For Firms
Viewing and Exporting a Client's Timeline
See the chronology your family law client builds in the Quilia app, and export it as a spreadsheet or PDF.
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
Task Lists: Collect Documents From Clients and See Who Has Sent What
Send clients one list of everything you need from them, with a due date, then see on one page who has sent what, what they can't get and why, and open every file they uploaded.
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 · Filevine
Adding the Quilia Activity Log to Filevine
Import the Quilia section into your Filevine project type so every update your client makes in Quilia, and every CaseChat message, shows up as a row on their project: what happened, when, their own words, the documents they uploaded, and a link back to Quilia.
For Firms
How Clients Can Use Quilia
Learn how clients can access Quilia via the mobile app, text messages, and the web, and what to tell them if they prefer not to download the app.
For Firms
Quilia for Medical Coordinators
A starter guide for medical coordinators and treatment paralegals. Learn how clients keep you updated on treatment and how you monitor cases seamlessly from your case management system.
For Firms
The Dashboard and Activity Feed
A quick look at what your clients have been doing across all cases, and proof that their updates made it into Filevine.
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
When Two Clients Share a Mobile Number
A client's mobile number is their Quilia sign-in, so it can belong to only one client. When a new client's number is already another client's, one click in the email moves it and sends their invitation.
For Firms
Building Forms to Send Clients
Build your own forms in Quilia, from intake questions to a 0 to 10 satisfaction rating, and send them to clients by hand or on a schedule with an automation.
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
Viewing and Exporting a Client's Mileage Log
Clients log their drives to appointments in the Quilia app. See every trip on the case, download the mileage log as a PDF or CSV, and control which case types show Mileage.
For Firms
The Features Settings Page
A guide to every switch on the Settings → Features page and what each controls for your firm and clients.
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
Office Locations and Business Hours
Set office hours for each location and each day of the week, manage your offices, assign team members to an office, and see where hours, locations and contact details show up for clients.
For Firms
Setting up an Organization Alert
Learn how to set up an organization-wide alert banner to notify all clients about office closures, holiday hours, or other firm-wide announcements.
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
Capture Group Texts in CaseChat
Add the Quilia number to a text thread with a client and every message and photo lands in the case's CaseChat, with no change to how your team texts.
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
Adding and Managing Delegates on a Client's Case
Give a client's spouse, power of attorney, guardian, executor, or successor trustee their own access to the case from the Quilia Portal, choose View only or Collaborator, hold someone back until you activate them, and review delegates your clients add themselves.
For Firms · Clio · Filevine
Enabling Document Sharing With Clients
Enable document sharing for your case-management integration so files your team adds to the Quilia folder appear in the right client's Quilia app.
For Firms
Example Phase Messages You Can Copy
A complete set of phase messages for a personal injury case, written to follow Quilia's messaging guidance. Copy them, swap in your phone number, and edit to sound like your firm.
For Firms
Adding a Team Member to a Case
Add a colleague to a single case in Quilia so they receive its client activity summary and session notifications. Covers adding, removing, and troubleshooting.
For Firms
Configuring Staff on Imported Cases
Choose how Quilia reads your case management system to build the case team, and add back-office staff to every case automatically.
For Firms
What to Say in a Case Closure Phase Message
Make this one a thank-you rather than a status update, with sample copy, what to leave out, and the explainer video to embed.
For Firms
What to Say in a Demand Phase Message
What to cover in the message that fires when a case enters the demand phase, with sample copy, what to leave out, and the explainer video to embed.
For Firms
What to Say in a Litigation Phase Message
What to cover in the message that fires when a case is filed, with sample copy, what to leave out, and the explainer video to embed.
For Firms
What to Say in an Onboarding Phase Message
What to cover in the message that fires when a case opens, with sample copy, what to leave out, and the explainer video to embed.
For Firms
What to Say in a Treatment Phase Message
What to cover in the message that fires when a case enters treatment, with sample copy, what to leave out, and the explainer video to embed.
For Firms
Writing Messages Clients Actually Understand
Aim for a seventh-grade reading level, swap the legal words for plain ones, and write asks your client can act on.
For Firms
Building Automations
An automation is a rule you build once and leave running. Learn how to set the audience it reaches, the trigger that fires it, the actions it performs, and the channels it arrives on.
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 · salesforce · litify
Add an "Invite to Quilia" button in Salesforce or Litify
Add a one-click "Invite to Quilia" button to your case or matter page layout in Salesforce or Litify. Staff click it, Quilia imports the case if needed and texts the client an invite — even with auto-invite off.
For Firms
Inviting Clients to Download the Quilia App
A simple step-by-step guide for law firm staff to invite clients to Quilia by text or email and help them log in for the first time.
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 · Not Applicable
Connect Google Business Profile
Connect your Google Business Profile to Quilia to manage and respond to Google reviews, assign reviews to your team, and share your best reviews — all from the Reputation page in your portal.
For Firms
How to Connect Quilia + Filevine
Step-by-step guide to activate the Quilia integration in Filevine, create a Personal Access Token, and connect the two platforms.
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 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 Firms · Filevine
Add a Filevine Project ID to Your Case in Quilia
Learn how to add a Filevine project ID to your Quilia case for automatic synchronization. Find your project ID in the Filevine URL and link cases in 4 simple steps.
For Firms · 8am™ MyCase
MyCase Integration Settings Guide
This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, client access, note modes, subscriptions, and troubleshooting.
For Firms · 8am™ MyCase
Getting Started with MyCase Integration
You've successfully connected MyCase to Quilia - now what? Learn how the integration works, including automatic case sync, client activity flowing back to MyCase notes, and document uploads to the Quilia folder.
For Firms
Using Internal Notes for Your Team
Learn how to use internal notes to share observations, reminders, and context with your team - without clients ever seeing them.
For Firms
How to Review Your Client's Pain Scores and Health Check-ins
Clients log pain scores and how they feel in the Quilia app. Learn where to find their check-ins, how to read the pain scale and the pain and mood chart, and what to look for.
For Firms
How to Compose and Send Messages
Learn how to compose, schedule, and send messages to your clients using the Quilia Portal messaging system.
For Firms
Using Quilia at Court or Depositions
Access case information and client data quickly during court appearances or depositions.
For Firms
Paralegal Mobile App Features
Mobile app features specifically useful for paralegals managing case details.
For Firms
Team Collaboration on Mobile
How to coordinate with other team members on cases using the mobile app.
For Firms
Quick Case Updates from Mobile
Send fast status updates to clients using the mobile app when you're on the go.
For Firms
Managing Case Notifications on Mobile
Configure which case updates you receive as push notifications on your mobile device.
For Firms
Mobile Document Review for Attorneys
How to review client-uploaded documents from the Quilia mobile app.
For Firms
Responding to Client Messages on Mobile
How attorneys and team members can respond to CaseChat messages from the mobile app.
For Firms
Using the Quilia App as an Attorney
Overview of mobile app features available to attorneys and legal team members.
For Firms
Managing Your Notifications and Alerts
Configure how you receive notifications about client activity and case updates.
For Firms
TBI and Concussion Client Communication
Special considerations for communicating with clients who have traumatic brain injuries or concussions.
For Firms
Guiding Clients Through Spinal Injury Documentation
How to help clients with spinal injuries properly document their condition and treatment.
For Firms
Communicating About Soft Tissue Injuries
Effective ways to help clients understand and document soft tissue injuries for their case.
For Firms
Frequently Asked Questions: CaseChat
Answers to common questions about using CaseChat for attorney-client communication.
For Firms
Client App Login Problems
Help clients resolve login issues with the Quilia mobile app.
For Firms
Fixing Message Delivery Issues
Troubleshoot common problems when messages aren't reaching clients through Quilia.
For Firms
Setting Up Settlement Offer Notifications
Configure automated notifications when settlement offers are received and need client attention.
For Firms
Sending Bulk Updates to Multiple Clients
Learn how to efficiently send updates to groups of clients based on case status or type.
For Firms
Handling Client Complaints Professionally
Turn client complaints into opportunities to strengthen the relationship and improve service.
For Firms
Settlement Resolution Communication Templates
Templates for communicating settlement offers, negotiations, and final resolution to clients.
For Firms
End of Treatment Communication Templates
Message templates for when clients complete their medical treatment and the case moves to demand phase.
For Firms
Communicating with TBI Clients and Families
Sensitive communication strategies for traumatic brain injury cases involving clients and their caregivers.
For Firms
Communicating with Back Injury Clients
Guide clients with back injuries through treatment and documentation for maximum recovery.
For Firms
Communicating with Whiplash Clients
Specific communication strategies for clients with whiplash and soft tissue injuries.
For Firms
Connecting Smokeball to Quilia
Connect Smokeball to Quilia, authorize access, configure case mappings and client invitations, and test the integration with an existing matter.
For Firms
Connecting Neos to Quilia
Connect Neos to Quilia with your company ID, configure case mappings and client invitations, and test the integration with an existing case.
For Firms
Connecting MyCase to Quilia
Connect MyCase to Quilia, authorize access, configure case type mappings and client invitations, and test the integration with an existing case.
For Firms
Weekly Check-In Message Templates
Copy-ready templates for consistent weekly client communication throughout the case lifecycle.
For Firms
Explaining the Demand Letter Process
Help clients understand what a demand letter is and what to expect after it's sent.
For Firms
Asking Clients About Witness Information
Gather witness details from clients effectively to strengthen their personal injury case.
For Firms
What to Do When Clients Can't Log In
Help clients regain access to their Quilia app account quickly.
For Firms
Client Not Receiving App Notifications
Troubleshoot when clients report not getting push notifications from the Quilia app.
For Firms
Communicating with Clients About Liens
Explain medical liens and how they affect settlement in terms clients can understand.
For Firms
What to Tell Clients About Property Damage
Guide clients through the property damage claim process while focusing on their injury case.
For Firms · Clio
Connecting Clio to Quilia
Connect Clio to Quilia, authorize access, configure practice area mappings and client invitations, and test the integration with an existing matter.
For Firms
Handling Difficult Client Conversations
Navigate challenging communications like bad news, unrealistic expectations, and client frustration.
For Firms
Building Client Trust Through Communication
Communication strategies that build lasting trust and generate referrals.
For Firms
Requesting Police Reports from Clients
Guide clients through obtaining and sharing police reports for their personal injury case.
For Firms
Explaining Medical Bills to Clients
Help clients understand their medical bills and how they affect their settlement.
For Firms
What to Share During Negotiations
Keep clients informed and confident during the back-and-forth of settlement negotiations.
For Firms
What to Share Pre-Demand Letter
Prepare clients for the demand phase with clear communication about what comes next.
For Firms
What to Share During Active Treatment
Keep clients engaged and documenting during the critical treatment phase of their case.
For Firms
What to Share During Case Intake
Essential communications for the first 48 hours after signing a new personal injury client.
For Firms
How Long Should Case Updates Be
Find the right length for case updates that inform without overwhelming.
For Firms
Celebrating Case Milestones with Clients
Acknowledge progress to keep clients engaged and positive throughout their case journey.
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
Following Up on Unanswered Messages
Get responses from unresponsive clients without damaging the relationship.
For Firms
Communicating Delays to Clients
Handle case delays professionally while maintaining client trust and managing expectations.
For Firms
Managing Multiple Client Conversations
Stay organized and responsive when handling communications with many clients at once.
For Firms
Creating Message Templates for Common Scenarios
Save time with reusable message templates for frequent client communication scenarios.
For Firms
When to Use CaseChat vs Scheduled Messages
Choose the right communication channel for each situation to maximize client engagement.
For Firms
Writing Effective Subject Lines
Craft subject lines that get opened and help clients find important messages later.
For Firms
How Often Should You Contact Clients
Find the right balance between keeping clients informed and overwhelming them with messages.
For Firms
Best Times to Message Personal Injury Clients
Optimize your client communication by sending messages at times when they're most likely to engage.
For Firms
Explaining Settlement Offers to Clients
Communicate settlement offers clearly and help clients make informed decisions about their case.
For Firms
Sending Case Status Updates to Clients
Keep clients informed about their case progress with clear, professional status updates.
For Firms
Guiding Clients to Upload Accident Photos
Instruct clients on what accident photos to capture and how to upload them through the Quilia app.
For Firms
Encouraging Clients to Document Pain Levels
Help clients understand why daily pain tracking matters and how to do it effectively in the Quilia app.
For Firms
Requesting Medical Records from Clients
Guide clients through providing medical records and authorizations efficiently using Quilia messaging.
For Firms
Asking Clients for Treatment Updates
Learn effective ways to request treatment updates from your personal injury clients without being intrusive.
For Firms
Using CaseChat to Message Your Clients
CaseChat is a quick, real conversation between your team and one client, right from their case. Learn where to open it, how the client gets your message, and what reaches your case management system.
For Firms
Setting Up Automated Welcome Messages
Every firm already has a Welcome message automation. Here is where to find it, what to put in it, and how to switch it on.
For Firms
Composing and Scheduling Messages to Clients
Learn how to compose personalized messages to your clients and schedule them for optimal delivery times. Master the art of proactive client communication.
For Firms · litify · salesforce
Salesforce or Litify Legal Integration Setup Guide
This guide details connecting Salesforce or Litify to Quilia via OAuth. You'll create a Salesforce External Client App, obtain the Consumer Key and Secret, and enter these credentials into Quilia for seamless integration.
For Firms · Neos
Neos + Quilia: Integration Guide
Connect Neos to Quilia with your company ID, map case types, choose when clients are invited, and understand the scheduled Neos sync.
For Firms · Clio
Clio + Quilia: Integration Guide
Connect Clio to Quilia, map practice areas, choose when clients are invited, and understand how matters, activity, and documents sync.
For Firms · 8am™ CasePeer
CasePeer + Quilia: Integration Guide
Connect CasePeer directly to Quilia, map case types, choose when clients are invited, and understand the scheduled case, activity, and document sync.
For Firms · Not Applicable
Adding an Appointment for a Client
Add a medical appointment from the Treatment tab of a case. It shows in your client's app right away, and Quilia takes care of the reminders and the follow-up after the visit.
For Firms
Guide for Legal Staff
The Quilia app enhances client engagement and keeps your firm updated with accurate case information. This guide details how legal staff can monitor client status, encourage app use, and leverage automated tools to optimize case documentation and outcomes.
For Firms
Adding Your First Client
Before adding clients to Quilia, set up integration with your case management system to keep client data synchronized and avoid duplicates. If no integration is available, you can manually add clients but remember that this will not sync back to your case management software.
For Firms
Adding Your Preferred Provider List
The Provider List in Quilia serves as your firm's curated directory of trusted medical providers, ensuring clients access accurate options for care. Adding providers streamlines the process, reduces reliance on external sources, and helps maintain organized, reliable documentation for your cases.
For Firms
Recommended Case Phases & Suggested Client Messages
In Quilia, firms automate client messaging through case phase updates in their case management system, ensuring clients receive timely notifications without manual intervention. Proper setup of case phases in systems like Clio or Filevine is essential for utilizing this feature effectively.
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
Intake Checklist: Getting Clients on Quilia Early
Onboarding clients to Quilia during the first intake call maximizes efficiency and data accuracy. By guiding clients to download the app immediately, you streamline information entry and enhance their experience, ensuring they have access to updates and communication from the start.
For Firms · Neos
Importing an Existing Case from Neos
Import an existing Neos case into Quilia with its case number, review the client and staff details, and decide whether to send an invitation.
For Firms · Filevine
Exporting Medical Providers from Filevine
To export medical providers in Filevine, open Report Builder and select Marketing List as the report type. Set up columns by adding necessary fields, apply a filter for Contact Type: Medical Provider, run the report, then save and export it for Excel.
For Firms · casepacer
CasePacer Integration Setup
Connect CasePacer to Quilia, bring cases in, and understand what syncs.
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 · 8am™ MyCase
MyCase + Quilia: Integration Guide
Connect MyCase to Quilia, map your practice areas, and choose when clients receive access. New cases and client activity then sync automatically.
For Firms
Setting up Organization-Wide FAQs
Adding FAQs to your Quilia portal enhances client access to essential information about your firm. These FAQs will appear in the client app's help modal, providing quick self-service support and improving overall client experience while reducing repetitive inquiries.
For Firms
Monitoring Clients and Driving Engagement
To enhance client engagement, onboard them to Quilia immediately after intake, ensuring they upload essential details like photos and journal notes. Monitor their activity through your case management system, and enable email digests for seamless updates and oversight of their progress.
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 · Filevine
Adding the “Invite to Quilia” Button to Filevine
This guide walks you through how to add an “Invite to Quilia” action button to your Filevine intake form. It covers where to find the Customs Editor, how to create a new widget, what settings to use, and how to confirm it’s set up correctly.
For Firms · Filevine
Adding and Inviting Clients from Filevine
Bring Filevine projects into Quilia and choose whether clients are invited on import, after work begins, at selected phases, or manually.
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.
Can't find what you're looking for? Our support team is here to assist you.