Data Sync
17 articles
Keep data synchronized across systems. Understand how Quilia syncs with your case management software and maintains data consistency.
For Providers
Connect ModMed to Quilia
Quilia is your practice's attorney portal. Connect ModMed and the attorneys on your patients' cases get the records and visit updates you choose, without faxing or emailing them. Quilia only reads from ModMed.
For Providers
Send Documents to Attorneys From ModMed
Your attorney portal for medical records. File a document under one ModMed category and it reaches the attorney on the patient's case within 30 minutes. No fax, no email chain, and you decide what goes.
For Providers
Share Completed Visits With Attorneys From ModMed
Keep attorneys updated through your attorney portal. Turn on one switch and each completed visit in your ModMed charts shows on the attorney's case: the date, the time, your practice and the visit type. Nothing else.
For Firms 路 allCMS
API Keys and Webhooks
Manage API keys and set up webhooks to connect Quilia to custom firm systems.
For Firms 路 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 路 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 路 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 路 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 路 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 路 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 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 路 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 路 neos
Neos + Quilia: Integration Guide
Connect Neos to Quilia with your company ID, map case types, choose when clients are invited, and understand the scheduled Neos sync.
For Firms 路 clio
Clio + Quilia: Integration Guide
Connect Clio to Quilia, map practice areas, choose when clients are invited, and understand how matters, activity, and documents sync.
For Firms 路 casepeer
CasePeer + Quilia: Integration Guide
Connect CasePeer directly to Quilia, map case types, choose when clients are invited, and understand the scheduled case, activity, and document sync.
For Firms 路 casepacer
CasePacer Integration Setup
Connect CasePacer to Quilia, bring cases in, and understand what syncs.
For Firms 路 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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