Filevine
6 articles
Connect Quilia to Filevine. Learn to set up the integration, configure sync settings, and leverage both platforms for maximum efficiency.
For Firms 路 filevine
Adding the Quilia Activity Log to Filevine
Import the Quilia section into your Filevine project type so every update your client makes in Quilia, and every CaseChat message, shows up as a row on their project: what happened, when, their own words, the documents they uploaded, and a link back to Quilia.
For Firms
The Dashboard and Activity Feed
A quick look at what your clients have been doing across all cases, and proof that their updates made it into Filevine.
For Firms
How to Connect Quilia + Filevine
Step-by-step guide to activate the Quilia integration in Filevine, create a Personal Access Token, and connect the two platforms.
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 filevine 路 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 路 filevine
Adding and Inviting Clients from Filevine
Bring Filevine projects into Quilia and choose whether clients are invited on import, after work begins, at selected phases, or manually.
Can't find what you're looking for? Our support team is here to assist you.