Case Phases Videos
7 videos
0:39Client Messages That Sound Like Your Firm
Make your automated client messages sound like your firm. In Automations, choose who a message goes to and when, like the morning after a case moves to treatment, then write it the way your team talks on the phone.
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0:39Case Closure Phase: Wrapping Up and Staying Connected
A thank-you as the case closes, a reminder that the firm is still there for future needs, and how clients can keep using the Quilia app for final updates.
phase messagesclient communicationpersonal injurycase phases
0:42Settlement Phase: Reviewing and Finalizing Your Case
What happens once a settlement offer is negotiated: reviewing the terms together, the time it takes to finalize and process payment, and where to ask questions.
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0:56Litigation Phase: Taking Legal Action for Your Case
What litigation means for a personal injury client: document exchange, possible depositions, quiet stretches that are normal, and how to send documents through the Quilia app.
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0:42Demand Phase: Building a Strong Case for Maximum Compensation
How the firm assembles medical records, bills and damages into a demand package for the insurer, and how clients can report changes while it comes together.
phase messagesclient communicationpersonal injurycase phases
0:48Treatment Phase: Focusing on Recovery and Strengthening Your Case
Why following the medical plan matters during treatment, and how clients can log appointments, progress and new diagnoses in the Quilia app so the firm stays current.
phase messagesclient communicationpersonal injurycase phases
0:41Onboarding Phase: Getting Started with Your Personal Injury Case
What a personal injury client can expect right after their case opens: what the firm gathers first, which documents may be requested, and how to send photos and treatment updates from the Quilia app.
phase messagesclient communicationpersonal injurycase phases