Templates
8 articles
Save time with message and document templates. Create reusable content for common scenarios like welcome messages, status updates, and settlement communications.
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
Writing Messages Clients Actually Understand
Aim for a seventh-grade reading level, swap the legal words for plain ones, and write asks your client can act on.
For Firms
Creating Effective Case Status Update Templates
Build templates for common case milestones to maintain consistent client communication.
For Firms
Settlement Resolution Communication Templates
Templates for communicating settlement offers, negotiations, and final resolution to clients.
For Firms
End of Treatment Communication Templates
Message templates for when clients complete their medical treatment and the case moves to demand phase.
For Firms
Weekly Check-In Message Templates
Copy-ready templates for consistent weekly client communication throughout the case lifecycle.
For Firms
Creating Message Templates for Common Scenarios
Save time with reusable message templates for frequent client communication scenarios.
For Firms
Setting Up Automated Welcome Messages
Every firm already has a Welcome message automation. Here is where to find it, what to put in it, and how to switch it on.
Can't find what you're looking for? Our support team is here to assist you.