Automation
16 articles
Automate routine client communications. Set up triggered messages, scheduled check-ins, and workflow automations to keep cases moving forward.
For Firms 路 allCMS
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
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 路 allCMS
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 路 allCMS
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
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
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 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
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 路 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
Setting Up Settlement Offer Notifications
Configure automated notifications when settlement offers are received and need client attention.
For Firms 路 allCMS
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
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.
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