Portal
24 articles
Master the Quilia web portal for law firms. Explore dashboard features, case management tools, and administrative functions available on desktop.
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 Firms
Task Lists: Collect Documents From Clients and See Who Has Sent What
Send clients one list of everything you need from them, with a due date, then see on one page who has sent what, what they can't get and why, and open every file they uploaded.
For Firms · allCMS
How to Ask a Client for a Google Review
Send a happy client a Google review request from the Reputation page in a few clicks, pick the right clients to ask, and get credit for the reviews you bring in.
For Firms
Quilia for Medical Coordinators
A starter guide for medical coordinators and treatment paralegals. Learn how clients keep you updated on treatment and how you monitor cases seamlessly from your case management system.
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
When Two Clients Share a Mobile Number
A client's mobile number is their Quilia sign-in, so it can belong to only one client. When a new client's number is already another client's, one click in the email moves it and sends their invitation.
For Firms
Building Forms to Send Clients
Build your own forms in Quilia, from intake questions to a 0 to 10 satisfaction rating, and send them to clients by hand or on a schedule with an automation.
For Firms · allCMS
How to Delete a Case
Permanently delete a case from the Quilia Portal, and when to close it instead.
For Firms
Read a Client's Conversation with ℚ
Open any case to read everything a client has said to ℚ, in the app or by text, and see exactly what ℚ recorded on the case.
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 · 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
Adding and Managing Delegates on a Client's Case
Give a client's spouse, power of attorney, guardian, executor, or successor trustee their own access to the case from the Quilia Portal, choose View only or Collaborator, hold someone back until you activate them, and review delegates your clients add themselves.
For Firms
Adding a Team Member to a Case
Add a colleague to a single case in Quilia so they receive its client activity summary and session notifications. Covers adding, removing, and troubleshooting.
For Firms
Configuring Staff on Imported Cases
Choose how Quilia reads your case management system to build the case team, and add back-office staff to every case automatically.
For Firms · allCMS
Configuring the File Checklist
Configure the File Checklist in the Quilia Portal. Set which documents to request per case type, add custom names, and tell clients what to send.
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 · allCMS
How to Mark a Case as Closed
Learn how to close or reopen a case from the Edit Case Details dialog in the Quilia Portal.
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 · allCMS
How to Add Insurance Information to a Client's Case
Learn how to add insurance company information to a client's case in the Quilia Portal. This quick guide walks through the Incident tab and Insurance sub-tab to help you track all relevant insurance details.
For Firms · 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
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
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
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 · notApplicable
Adding an Appointment for a Client
Add a medical appointment from the Treatment tab of a case. It shows in your client's app right away, and Quilia takes care of the reminders and the follow-up after the visit.
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