Connect CasePacer to Quilia to bring your cases in and automatically send client activity and documents straight back to the CasePacer case.
Requesting the connection
Because CasePacer provisions a dedicated API user for each firm, connecting starts with a request to CasePacer.
Contact CasePacer support or your representative and request the API connection details for Quilia. Once CasePacer provides those details, you can complete the setup in the Quilia portal.
Connecting CasePacer
- In Quilia, open Settings → Integrations.
- Find CasePacer under Case management and select Connect.
- Enter the connection details provided by CasePacer.
- Return to the integrations page and confirm CasePacer shows Connected.
Bringing cases in
Turn on auto-import and new CasePacer cases arrive in Quilia within minutes, with no retyping. To bring in a specific case right away, select Import Existing Case at the top of Quilia, then pick the lawsuit from the list or search by client name or lawsuit number.
A case imports when its CasePacer case type is mapped to a Quilia case type and the client has a phone number in CasePacer.
Importing a case does not text the client. Invite clients from Quilia, or set a CasePacer phase to invite clients when a case reaches it.
What syncs
Once a case is in Quilia, the two stay connected:
- Case team: the case's attorney and paralegal in CasePacer join the Quilia case team when the case imports.
- Notes: Client activity, such as uploads, form answers and logged visits, posts to the CasePacer case as a note.
- Documents: Files and photos uploaded by the client are saved directly into the Records folder of the CasePacer case.