The Quilia activity log puts everything your client does in Quilia on their Filevine project, in its own section. Each update is one row: the date and time, what happened, the details in your client's own words, and any documents they uploaded. CaseChat messages land there too, one row per message, from your client and your team. Your team reads it right in Filevine, without opening the Activity feed, and every row links back to Quilia.
Setting it up means importing one file into your Filevine project type. It takes about 5 minutes.
What you need
- Quilia already connected to Filevine (How to Connect Quilia + Filevine)
- A Filevine user who can open the Customs Editor (Org Admins can)
- The Quilia section file: Download Quilia.fvst
Step 1: Open the Customs Editor
- In Filevine, open the menu in the top-left corner and click Advanced
- Click Customs Editor
- At the top, pick the project type your Quilia clients' cases use (for example, Personal Injury)
Step 2: Import the Quilia section
- Click Import/Export in the top-right corner of the Customs Editor
- Choose Import Section into: '[your project type]'
- Click Choose Import File and pick the Quilia.fvst file you downloaded
- Click Save
Filevine adds a section called Quilia at the bottom of the project type's section list. It already has every field it needs, and every field is locked, so your staff can read the log but only Project Admins can change it.
Step 3: Set how the log sorts
Filevine doesn't carry a section's sort settings over in an import, so set these once:
- In the section list, click the Quilia section to open its properties
- Click Show Collection Options
- Set Default Sort Field to Date and Default Sort Order to Descending
- Set Left Main Field to What Happened and Right Main Field to Date
- Click Save
What happens next
Within a few minutes, new client updates and CaseChat messages start appearing as rows in the Quilia section of each project. Quilia also adds the past updates of your open cases, oldest first, so each log starts complete. On a busy firm, that can take a little while to finish.
From then on, updates and CaseChat messages for those project types go to the Quilia section instead of the Activity feed.
Each row shows:
| Column | What it holds |
|---|---|
| Date and Time | When your client did it |
| What Happened | The update, for example "Added an appointment" or "Uploaded a medical record" |
| Details | The specifics, in your client's own words when they wrote something. For CaseChat, the message as it was sent |
| Type | Treatment, Health, Documents, Work, Message or Chat, so you can filter |
| Files | The documents your client uploaded, opening straight from Filevine Docs |
| Open in Quilia | A link to the client in Quilia. On a CaseChat row, it opens that conversation so you can reply |
Tips
- See it as a table. On a project's Quilia section, click the table icon (≡) next to the card icon. Filevine remembers your choice.
- Search and filter. Use Filter items to search the log, or Filter by to show one type, such as Treatment. Pick Chat to read just the CaseChat conversation.
- Reply from Filevine. Click Open in Quilia on a CaseChat row to open that conversation. If you're not in it yet, join it, then reply.
- Documents aren't copied. Uploads still go to the project's Docs, in the Quilia folder. The row links to that same document.
- Want the Activity feed back? Remove the Quilia section from the project type in the Customs Editor. Quilia goes back to posting updates in the Activity feed.