Import/Export
5 articles
Move data in and out of Quilia. Learn to import existing clients, export reports, and transfer information between systems.
For Firms
Viewing and Exporting a Client's Timeline
See the chronology your family law client builds in the Quilia app, and export it as a spreadsheet or PDF.
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 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 neos
Importing an Existing Case from Neos
Import an existing Neos case into Quilia with its case number, review the client and staff details, and decide whether to send an invitation.
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.
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