Getting Started
29 articles
Everything you need to begin using Quilia. Step-by-step setup guides, first-time configuration, and onboarding resources for law firms and clients.
For Providers
Connect Your AI Assistant to Your Practice
Point Claude, ChatGPT, Cursor or Claude Code at your practice on Quilia. Sign in once and ask about your patients, follow-ups and liens in plain language.
For Providers
Add Your Team to Quilia
Give everyone at your practice their own login to your attorney portal. Invite each person by email, choose Staff or Admin, and remove anyone who leaves.
For Providers
Claim Your Practice's Listing and Keep It Current
Your practice is already on the Quilia directory because a law firm or its client listed you on a case. Claim the listing for free, fix your hours and phone, add your other offices, and invite your staff.
For Providers
Confirm the Patients Law Firms Send You
Law firms on Quilia list your practice on their clients' cases. Confirm each patient to see who they are, track their bill and visits, and share the updates you choose with the firm.
For Providers
Import Your Patient List
Bring your personal injury patient spreadsheet into Quilia in a few minutes. Every row becomes a case with its bill, payments, visits and notes, for every firm you work with.
For Clients
Your Family Law Case in the Quilia App
A tour of the Case tab for a divorce, custody or other family law case, and what each section is for.
For Firms · allCMS
Signup Link and Signup Requests
Share one link that lets a prospective client ask your firm to set them up in Quilia, then review each request and create the client when you are ready.
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 Firms
What to Say in an Onboarding Phase Message
What to cover in the message that fires when a case opens, with sample copy, what to leave out, and the explainer video to embed.
For Firms
Connect your AI assistant to Quilia
Install the official Quilia app in ChatGPT, or point Claude Desktop, Cursor, Claude Code, or any MCP-compatible assistant at your firm. One click signs you in. The assistant reads and writes to your firm only, scoped to your role.
For Firms · notApplicable
Connect Google Business Profile
Connect your Google Business Profile to Quilia to manage and respond to Google reviews, assign reviews to your team, and share your best reviews — all from the Reputation page in your portal.
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 Clients · allCMS
How to Add Insurance Information in the Quilia App
To add your insurance information in the Quilia app, navigate to the Case tab and tap the Insurance button. Follow the prompts to input your policy details, upload images of your insurance cards, and ensure your legal team has accurate records for your case.
For Clients
How to Check Your App Version
Learn how to find your current app version to make sure you have the latest features and fixes.
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
Using Internal Notes for Your Team
Learn how to use internal notes to share observations, reminders, and context with your team - without clients ever seeing them.
For Firms
Using the Quilia App as an Attorney
Overview of mobile app features available to attorneys and legal team members.
For Firms
Client App Login Problems
Help clients resolve login issues with the Quilia mobile app.
For Firms
Connecting Smokeball to Quilia
Connect Smokeball to Quilia, authorize access, configure case mappings and client invitations, and test the integration with an existing matter.
For Firms
Connecting Neos to Quilia
Connect Neos to Quilia with your company ID, configure case mappings and client invitations, and test the integration with an existing case.
For Firms
Connecting MyCase to Quilia
Connect MyCase to Quilia, authorize access, configure case type mappings and client invitations, and test the integration with an existing case.
For Firms
What to Do When Clients Can't Log In
Help clients regain access to their Quilia app account quickly.
For Firms · clio
Connecting Clio to Quilia
Connect Clio to Quilia, authorize access, configure practice area mappings and client invitations, and test the integration with an existing matter.
For Firms
What to Share During Case Intake
Essential communications for the first 48 hours after signing a new personal injury client.
For Firms · allCMS
Onboarding New Clients with Quilia
Follow a repeatable client onboarding workflow from case import and invitation through the client's first successful action in Quilia.
For Firms
Setting Up Automated Welcome Messages
Every firm already has a Welcome message automation. Here is where to find it, what to put in it, and how to switch it on.
For Firms · 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 · 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.
Can't find what you're looking for? Our support team is here to assist you.