Case Management
32 articles
Organize and track cases effectively. Learn to manage case phases, monitor progress, update statuses, and keep all case information organized.
For Firms
Viewing and Exporting a Client's Timeline
See the chronology your family law client builds in the Quilia app, and export it as a spreadsheet or PDF.
For Clients
Using Your Timeline
Keep a dated record of what happened in your family law case, and add the events Quilia suggests from your uploads and notes.
For Providers
Track Bills, Reductions and Payments by Firm
Your attorney portal keeps every personal injury lien in one place: what you billed, the reduction you agreed to, each payment, and what each firm still owes you.
For Firms · allCMS
The Treatment Tab: A Tour for Medical Coordinators
The Treatment tab is where everything your client has told Quilia about their treatment lives in one place. Take a tour of its sections, from pain scores to medical providers.
For Providers
Confirm the Patients Law Firms Send You
Law firms on Quilia list your practice on their clients' cases. Confirm each patient to see who they are, track their bill and visits, and share the updates you choose with the firm.
For Providers
Get a Status Update From Any Law Firm
Send a law firm one link that lists every open case you have with them. They mark each one without an account, and their answers land on your cases.
For Clients
How to Add Your Assets in a Family Law Case
List what you and your spouse own in the Quilia app, and add the accounts Quilia finds in your uploaded statements with one tap.
For Clients
How to Add Your Debts in a Family Law Case
List the mortgages, loans and credit cards you and your spouse owe in the Quilia app, and add the ones Quilia finds in your statements.
For Clients
How to Add Your Income in a Family Law Case
List each job, business, benefit or support payment for you and your spouse in the Quilia app, with how much it pays and how often.
For Clients
Your Family Law Case in the Quilia App
A tour of the Case tab for a divorce, custody or other family law case, and what each section is for.
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
How to Add People to Your Family Law Case
List your children, your spouse or ex-spouse and anyone else your legal team should know about on the Related People screen in the Quilia app.
For Firms · allCMS
How to Delete a Case
Permanently delete a case from the Quilia Portal, and when to close it instead.
For Firms
Read a Client's Conversation with ℚ
Open any case to read everything a client has said to ℚ, in the app or by text, and see exactly what ℚ recorded on the case.
For Firms
Adding and Managing Delegates on a Client's Case
Give a client's spouse, power of attorney, guardian, executor, or successor trustee their own access to the case from the Quilia Portal, choose View only or Collaborator, hold someone back until you activate them, and review delegates your clients add themselves.
For Firms
Adding a Team Member to a Case
Add a colleague to a single case in Quilia so they receive its client activity summary and session notifications. Covers adding, removing, and troubleshooting.
For Firms · allCMS
Configuring the File Checklist
Configure the File Checklist in the Quilia Portal. Set which documents to request per case type, add custom names, and tell clients what to send.
For Firms · allCMS
How to Mark a Case as Closed
Learn how to close or reopen a case from the Edit Case Details dialog in the Quilia Portal.
For Firms · allCMS
How to Add Insurance Information to a Client's Case
Learn how to add insurance company information to a client's case in the Quilia Portal. This quick guide walks through the Incident tab and Insurance sub-tab to help you track all relevant insurance details.
For Clients · 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 · filevine
Add a Filevine Project ID to Your Case in Quilia
Learn how to add a Filevine project ID to your Quilia case for automatic synchronization. Find your project ID in the Filevine URL and link cases in 4 simple steps.
For Firms
How to Review Your Client's Pain Scores and Health Check-ins
Clients log pain scores and how they feel in the Quilia app. Learn where to find their check-ins, how to read the pain scale and the pain and mood chart, and what to look for.
For Firms
Paralegal Mobile App Features
Mobile app features specifically useful for paralegals managing case details.
For Firms
Quick Case Updates from Mobile
Send fast status updates to clients using the mobile app when you're on the go.
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
Creating Effective Case Status Update Templates
Build templates for common case milestones to maintain consistent client communication.
For Clients
Sharing Treatment Updates with Your Attorney
How to keep your legal team informed about ongoing medical treatment and progress.
For Clients
Understanding Your Case Timeline
Use the Quilia app to track your case progress and understand what comes next.
For Clients
How Long Will My Case Take
Understand the typical timeline for personal injury cases and what factors affect duration.
For Firms
Celebrating Case Milestones with Clients
Acknowledge progress to keep clients engaged and positive throughout their case journey.
For Firms
Sending Case Status Updates to Clients
Keep clients informed about their case progress with clear, professional status updates.
For Firms · neos
Importing an Existing Case from Neos
Import an existing Neos case into Quilia with its case number, review the client and staff details, and decide whether to send an invitation.
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