Is CaseChat secure and confidential?
Yes. Messages are encrypted in transit between every device and Quilia, and stored encrypted at rest with the rest of the case file, under the same HIPAA safeguards.
Only the client and your firm's team can read a conversation, plus anyone the client has added to their case, such as a family member who helps them. Quilia enforces this in the database itself, so no other firm or client can ever open it.
Quilia's servers do process each message, to translate it, notify the right people and add it to the case file. That is why CaseChat is not end-to-end encrypted, and it is how a client's message can reach your team in your own language.
Can clients send photos and documents through CaseChat?
Yes. Clients can attach photos, PDFs, and other documents directly in CaseChat. Files are automatically added to the case document folder for easy access.
Do messages sync with our CMS?
CaseChat integrates with supported CMS platforms. Message history can be synced as case notes, depending on your integration settings.
Can multiple staff members participate in CaseChat?
Yes. Case team members with appropriate permissions can view and respond to CaseChat conversations. Clients see responses from the firm without needing to track individual staff.
What happens if a client sends a message after hours?
Messages are delivered whenever they are sent, so a client never has to wait for office hours to reach you. Your team sees the message in CaseChat and can reply when it is back.
Can I keep a record of CaseChat conversations?
Yes. With most CMS integrations, CaseChat conversations are saved to the client's case in your CMS. See CaseChat Settings for how and when they are sent.
Do clients get notified of new messages?
Yes. Clients receive push notifications on their mobile devices when you send a message. They can adjust notification preferences in app settings.