Documents
26 articles
Document management and sharing in Quilia. Learn how clients can upload evidence, how to organize files, and best practices for document requests.
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 a File With an Attorney
Send a bill, a medical record, a signed lien or an outside report to the attorney on a patient's case from your attorney portal. No fax, and the patient never sees it.
For Firms
Task Lists: Collect Documents From Clients and See Who Has Sent What
Send clients one list of everything you need from them, with a due date, then see on one page who has sent what, what they can't get and why, and open every file they uploaded.
For Firms 路 allCMS
What Happens When Clients Send Photos and Documents
Clients can take a picture of anything they get. Quilia reads it, adds the details to the case, and puts the file in your case management system, so nobody has to retype it.
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 Firms 路 clio 路 filevine
Enabling Document Sharing With Clients
Enable document sharing for your case-management integration so files your team adds to the Quilia folder appear in the right client's Quilia app.
For Firms 路 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
Mobile Document Review for Attorneys
How to review client-uploaded documents from the Quilia mobile app.
For Clients
Photographing Your Injuries for Documentation
Best practices for taking photos of your injuries to include in your case file.
For Clients
How to Add Notes to Your Daily Log
Tips for adding useful notes to your daily symptom logs in the Quilia app.
For Firms
Guiding Clients Through Spinal Injury Documentation
How to help clients with spinal injuries properly document their condition and treatment.
For Firms
Communicating About Soft Tissue Injuries
Effective ways to help clients understand and document soft tissue injuries for their case.
For Clients
Document Sharing: What Your Attorney Needs
A guide for clients on which documents to share and how to ensure your legal team has everything needed.
For Clients
Uploading Medical Bills and Records
Step-by-step guide for clients to upload medical bills, records, and other documents through the Quilia app.
For Clients
How to Document Your Daily Pain Levels
Learn how to effectively track and document your pain levels in the Quilia app to support your personal injury case.
For Clients
How Clients Should Document Vehicle Damage
Step-by-step guide for clients to properly photograph and document their vehicle damage.
For Clients
How to Document Lost Wages
Track your lost income properly to maximize this component of your personal injury claim.
For Firms
Requesting Police Reports from Clients
Guide clients through obtaining and sharing police reports for their personal injury case.
For Firms
Explaining Medical Bills to Clients
Help clients understand their medical bills and how they affect their settlement.
For Firms
What to Share During Active Treatment
Keep clients engaged and documenting during the critical treatment phase of their case.
For Clients
How to Upload Documents to Your Case
Learn how to securely upload medical records, bills, and other documents through the Quilia app.
For Clients
How to Log Your Daily Pain Levels
Step-by-step guide for clients on tracking pain levels in the Quilia app to strengthen their case.
For Firms
Guiding Clients to Upload Accident Photos
Instruct clients on what accident photos to capture and how to upload them through the Quilia app.
For Firms
Encouraging Clients to Document Pain Levels
Help clients understand why daily pain tracking matters and how to do it effectively in the Quilia app.
For Firms
Requesting Medical Records from Clients
Guide clients through providing medical records and authorizations efficiently using Quilia messaging.
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