Messaging
26 articles
Comprehensive guides to client messaging in Quilia. Learn to compose messages, use templates, schedule sends, and maintain professional communication.
For Firms
Building Automations
An automation is a rule you build once and leave running. Learn how to set the audience it reaches, the trigger that fires it, the actions it performs, and the channels it arrives on.
For Clients · allCMS
How to Enable CaseChat Message Translations on the App
The Quilia app enables automatic translation of CaseChat messages to your preferred language, facilitating communication with your legal team. To enable translations, open the app's Settings, toggle on message translations, and set your preferred language to ensure accurate translations.
For Firms · allCMS
How to Enable CaseChat Message Translations in the Portal
Learn how to enable automatic message translations in CaseChat. When enabled, messages from clients are automatically translated to your preferred language, making multilingual communication seamless.
For Firms
How to Compose and Send Messages
Learn how to compose, schedule, and send messages to your clients using the Quilia Portal messaging system.
For Firms
Responding to Client Messages on Mobile
How attorneys and team members can respond to CaseChat messages from the mobile app.
For Firms
Frequently Asked Questions: CaseChat
Answers to common questions about using CaseChat for attorney-client communication.
For Firms
Fixing Message Delivery Issues
Troubleshoot common problems when messages aren't reaching clients through Quilia.
For Firms
Sending Bulk Updates to Multiple Clients
Learn how to efficiently send updates to groups of clients based on case status or type.
For Firms
How Long Should Case Updates Be
Find the right length for case updates that inform without overwhelming.
For Firms
Celebrating Case Milestones with Clients
Acknowledge progress to keep clients engaged and positive throughout their case journey.
For Firms
Following Up on Unanswered Messages
Get responses from unresponsive clients without damaging the relationship.
For Firms
Communicating Delays to Clients
Handle case delays professionally while maintaining client trust and managing expectations.
For Firms
Managing Multiple Client Conversations
Stay organized and responsive when handling communications with many clients at once.
For Firms
Creating Message Templates for Common Scenarios
Save time with reusable message templates for frequent client communication scenarios.
For Clients
What Happens If I Miss a Message
Don't worry - here's what to do if you missed a message from your legal team.
For Clients
How to Message Your Attorney
Send secure messages to your legal team through the Quilia app and get faster responses.
For Firms
When to Use CaseChat vs Scheduled Messages
Choose the right communication channel for each situation to maximize client engagement.
For Firms
Writing Effective Subject Lines
Craft subject lines that get opened and help clients find important messages later.
For Firms
How Often Should You Contact Clients
Find the right balance between keeping clients informed and overwhelming them with messages.
For Firms
Best Times to Message Personal Injury Clients
Optimize your client communication by sending messages at times when they're most likely to engage.
For Firms
Explaining Settlement Offers to Clients
Communicate settlement offers clearly and help clients make informed decisions about their case.
For Firms
Sending Case Status Updates to Clients
Keep clients informed about their case progress with clear, professional status updates.
For Firms
Requesting Medical Records from Clients
Guide clients through providing medical records and authorizations efficiently using Quilia messaging.
For Firms
Asking Clients for Treatment Updates
Learn effective ways to request treatment updates from your personal injury clients without being intrusive.
For Firms
Using CaseChat to Message Your Clients
CaseChat is a quick, real conversation between your team and one client, right from their case. Learn where to open it, how the client gets your message, and what reaches your case management system.
For Firms
Composing and Scheduling Messages to Clients
Learn how to compose personalized messages to your clients and schedule them for optimal delivery times. Master the art of proactive client communication.
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