Integrations
28 articles
Connect Quilia with your existing tools. Overview of available integrations, setup guides, and best practices for connected workflows.
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 Firms · allCMS
Connecting Zapier to Quilia
Connect Quilia to thousands of apps with Zapier. Create cases from intake forms, alert your team when clients upload documents, add appointments to your calendar, and more.
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 · allCMS
Connecting Zoom Scheduler
Connect your firm Zoom account so clients book calls on your Zoom Scheduler booking pages from the Quilia app.
For Firms · 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 · allCMS
Saving client uploads to cloud storage
Connect Dropbox, Google Drive, SharePoint, or OneDrive to automatically save files your clients upload to their case folder.
For Firms · allCMS
API Keys and Webhooks
Manage API keys and set up webhooks to connect Quilia to custom firm systems.
For Firms · allCMS
AttorneyShare Referrals
Sign up for AttorneyShare from Quilia, connect it with your API key, and choose the practice areas and jurisdictions you take referrals for.
For Firms · allCMS
Connecting a Calendly Calendar
Connect your firm calendar so clients can book appointments without leaving the Quilia app.
For Firms · allCMS
CreoRx + Quilia: Prescription Cards for Your Clients
How your firm connects CreoRx to Quilia, sends prescription card requests, lets clients request a card, and tracks active cards and filled prescriptions.
For Firms · clio · 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 · 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
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 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
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 · 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 · 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 · 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 · 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 · casepacer
CasePacer Integration Setup
Connect CasePacer to Quilia, bring cases in, and understand what syncs.
For Firms · allCMS
Ride Requests for Clients
Let clients ask your firm for a ride to an appointment from the Quilia app. Uber rides are coming soon.
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