CaseChat
9 articles
Master real-time client communication with CaseChat. Learn how to send instant messages, manage conversations, and keep clients informed throughout their case.
For Firms · allCMS
CaseChat Settings
What each CaseChat switch on Settings → Features does, including Replies in CaseChat, Group Threads and Log Export.
For Firms
Capture Group Texts in CaseChat
Add the Quilia number to a text thread with a client and every message and photo lands in the case's CaseChat, with no change to how your team texts.
For Clients · allCMS
How to Enable CaseChat Message Translations on the App
The Quilia app enables automatic translation of CaseChat messages to your preferred language, facilitating communication with your legal team. To enable translations, open the app's Settings, toggle on message translations, and set your preferred language to ensure accurate translations.
For Firms · allCMS
How to Enable CaseChat Message Translations in the Portal
Learn how to enable automatic message translations in CaseChat. When enabled, messages from clients are automatically translated to your preferred language, making multilingual communication seamless.
For Firms · filevine · clio
Using the Quilia CaseConnect Extension
The CaseConnect browser extension puts Quilia next to your case management system, so you can message clients, add appointments and providers, and import cases without leaving Filevine, Clio, MyCase and other supported systems.
For Firms
Responding to Client Messages on Mobile
How attorneys and team members can respond to CaseChat messages from the mobile app.
For Firms
Frequently Asked Questions: CaseChat
Answers to common questions about using CaseChat for attorney-client communication.
For Firms
When to Use CaseChat vs Scheduled Messages
Choose the right communication channel for each situation to maximize client engagement.
For Firms
Using CaseChat to Message Your Clients
CaseChat is a quick, real conversation between your team and one client, right from their case. Learn where to open it, how the client gets your message, and what reaches your case management system.
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