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Tasks
3 articles
Stay organized with task management. Create, assign, and track tasks to ensure nothing falls through the cracks on your cases.
Related Topics
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.
Portal Tutorial
For Clients
Tracking Your Appointments in the App
How to view, add, and manage your medical appointments through the Quilia app.
App Tutorial
For Firms
Managing Multiple Client Conversations
Stay organized and responsive when handling communications with many clients at once.
Portal Tutorial
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