CMS Integration
17 articles
Connect Quilia to your case management system. Learn about supported platforms, sync options, and maximizing your integrated workflow.
For Firms · allCMS
When a Medical Provider Joins Quilia
When a medical practice that treats your clients joins Quilia, its appointments, bills, payments and lien updates come straight to your case. Here is exactly what the practice can and cannot do, and where each update goes.
For Firms · allCMS
CaseChat Settings
What each CaseChat switch on Settings → Features does, including Replies in CaseChat, Group Threads and Log Export.
For Firms · allCMS
Importing Minors and Their Parents
Give each child in a case their own case in Quilia, with a parent on the case who has access and receives the invitations.
For Firms · allCMS
Mapping CMS Fields and Contact Types
Learn how to configure mapping between your CMS fields, case types, and contact types to ensure the right data imports into Quilia.
For Firms · allCMS
Providers and Keeping Provider Information Accurate
Where Quilia's provider information comes from, everything Quilia does automatically to keep it accurate and current, and how your firm can review and fix it.
For Firms · allCMS
Unmapped Case Types and the Default Case Type
What happens to a case whose type in your case management system is not mapped to a Quilia case type, and how the Default case type gives it a fallback.
For Firms · allCMS
Mapping CMS Offices to Quilia Locations
Learn how to route imported cases to the right Quilia location based on the office in Clio, Neos, or Filevine.
For Firms
Configuring Staff on Imported Cases
Choose how Quilia reads your case management system to build the case team, and add back-office staff to every case automatically.
For Firms · allCMS
Case Management Integration Feature Comparison
Compare Quilia case management integrations across auto-import, webhooks, polling, activity sync, document uploads, task creation, staff sync, and browser extension support.
For Firms · salesforce · litify
Add an "Invite to Quilia" button in Salesforce or Litify
Add a one-click "Invite to Quilia" button to your case or matter page layout in Salesforce or Litify. Staff click it, Quilia imports the case if needed and texts the client an invite — even with auto-invite off.
For Firms · allCMS
CMS Integration Settings Explained
What each setting in the Settings section of your CMS integration page does, and which case management systems show it.
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 · 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 · 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 · mycase
Getting Started with MyCase Integration
You've successfully connected MyCase to Quilia - now what? Learn how the integration works, including automatic case sync, client activity flowing back to MyCase notes, and document uploads to the Quilia folder.
For Firms · allCMS
Quilia Firm Setup Checklist
Set up your Quilia organization, connect your case management system, configure client access, and test the complete client experience before launch.
For Firms · allCMS
Understanding Automatic Case Import and Client Invitations
Understand how cases enter Quilia and choose whether clients are invited on import, after work begins, or at selected case phases.
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