Best Practices
20 articles
Proven strategies and tips for getting the most out of Quilia. Learn how top personal injury firms communicate with clients, document cases, and streamline their workflows.
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 Clients
How to Keep Notes for Your Family Law Case
Write or say what happens in your divorce or custody case in the Quilia app, so your legal team has a dated record in your own words.
For Clients 路 allCMS
How to Add Insurance Information in the Quilia App
To add your insurance information in the Quilia app, navigate to the Case tab and tap the Insurance button. Follow the prompts to input your policy details, upload images of your insurance cards, and ensure your legal team has accurate records for your case.
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
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
Quick Case Updates from Mobile
Send fast status updates to clients using the mobile app when you're on the go.
For Firms
Mobile Document Review for Attorneys
How to review client-uploaded documents from the Quilia mobile app.
For Clients
Why Consistent Treatment Matters for Your Case
Understanding how gaps in medical treatment can affect your personal injury case.
For Clients
What Happens After You File a Claim
A client guide explaining the typical process after a personal injury claim is filed.
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 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
How Long Should Case Updates Be
Find the right length for case updates that inform without overwhelming.
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.
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