# Quilia > Quilia is a HIPAA-compliant client management platform for personal injury and other law firms. It empowers clients to actively participate in their cases — logging treatments, uploading documents, completing tasks, and staying informed — so attorneys can focus on practicing law instead of chasing clients. Quilia integrates with your existing case management system and is available as a mobile app (iOS, Android, web) and attorney portal. ## Key Differentiators - **Client Management System**: Quilia is a client management platform that integrates with your existing case management system, syncing data automatically. - **Client Activation**: Clients actively participate in their cases — logging treatments, uploading documents, completing tasks — rather than passively checking status. - **Settlement Impact**: Firms report 20-30% higher settlements when treatment and documentation don't fall through the cracks. - **85% Client Adoption in 48 Hours**: Most clients are active on the platform within two days of onboarding. - **25 Languages**: Full app available in English, Spanish, Thai, Haitian Creole, Armenian, Khmer, Korean, Portuguese, Russian, Tagalog, Vietnamese, Chinese Simplified, Chinese Traditional, Arabic, Persian, Punjabi, Mongolian, Hmong, French, German, Polish, Hindi, Italian, Japanese, and Serbian. - **2-4 Hours Saved Per Day**: Staff spend less time chasing clients for updates, documents, and appointments. - **HIPAA Compliant**: End-to-end encryption, access controls, and audit logging for protected health information. - **4.9/5 Star Rating**: Across 150+ reviews from attorneys and clients. ## Company - [About Quilia](https://www.quilia.com/about/): Company story, mission, and founding team. Founded in 2022 by Kenny Eliason. - [Contact](https://www.quilia.com/contact/): Get in touch with the Quilia team. - [Media Kit](https://www.quilia.com/media-kit/): Logos, brand assets, and press resources. - [HIPAA Compliance](https://www.quilia.com/hipaa-compliance/): How Quilia handles data security and HIPAA requirements. ## Products & Platforms - [Attorney Portal](https://portal.quilia.com): Web-based portal for attorneys and staff to manage clients, cases, and communications. - [Mobile App](https://www.quilia.com/download-app/): Client-facing app for iOS, Android, and web (app.quilia.com). Supports 25 languages. - [Medical Provider Portal](https://www.quilia.com/providers/): Portal for medical providers to coordinate with law firms on treatment documentation. - [How It Works](https://www.quilia.com/how-it-works/): Overview of the Quilia platform, features, and workflow. ## Request a Demo - [Demo Request](https://www.quilia.com/demo-request/): Schedule a personalized demo of Quilia for your firm. ## Integrations Quilia integrates with major case management systems so data syncs automatically. - [All Integrations](https://www.quilia.com/integrations/): Overview of all supported CMS integrations. - [Clio](https://www.quilia.com/integrations/clio/): Native integration with Clio Manage. - [Filevine](https://www.quilia.com/integrations/filevine/): Native integration with Filevine. - [CasePeer](https://www.quilia.com/integrations/casepeer/): Native integration with CasePeer (8am). - [MyCase](https://www.quilia.com/integrations/mycase/): Native integration with MyCase (8am). - [SmartAdvocate](https://www.quilia.com/integrations/smartadvocate/): Native integration with SmartAdvocate. - [Neos](https://www.quilia.com/integrations/neos/): Native integration with Neos (Assembly). - [Litify](https://www.quilia.com/integrations/litify/): Native integration with Litify. - [Smokeball](https://www.quilia.com/integrations/smokeball/): Native integration with Smokeball. - [Salesforce](https://www.quilia.com/integrations/salesforce/): Native integration with Salesforce. - [PracticePanther](https://www.quilia.com/integrations/practicepanther/): Integration via Zapier. - [Dropbox](https://www.quilia.com/integrations/dropbox/): Integration with Dropbox for document management. - [Zapier](https://www.quilia.com/integrations/zapier/): Connect Quilia to 5,000+ apps via Zapier. ## Case Types Quilia supports a wide range of practice areas. - [All Case Types](https://www.quilia.com/case-types/): Overview of supported case types. - [Motor Vehicle Collision](https://www.quilia.com/case-types/motor-vehicle-collision/) - [Workers Compensation](https://www.quilia.com/case-types/workers-compensation/) - [Medical Malpractice](https://www.quilia.com/case-types/medical-malpractice/) - [Premises Liability](https://www.quilia.com/case-types/premises-liability/) - [Product Liability](https://www.quilia.com/case-types/product-liability/) - [Wrongful Death](https://www.quilia.com/case-types/wrongful-death/) - [Family Law](https://www.quilia.com/case-types/family-law/) - [Criminal Defense](https://www.quilia.com/case-types/criminal-defense/) - [Employment and Labor Violation](https://www.quilia.com/case-types/employment-and-labor-violation/) - [Immigration](https://www.quilia.com/case-types/immigration/) - [Social Security Disability](https://www.quilia.com/case-types/social-security-disability/) - [Trusts and Estates](https://www.quilia.com/case-types/trusts-and-estates/) - [Veterans Disability](https://www.quilia.com/case-types/veterans-disability/) - [Bankruptcy](https://www.quilia.com/case-types/bankruptcy/) - [Animal Attack](https://www.quilia.com/case-types/animal-attack/) - [First-Party Property Damage](https://www.quilia.com/case-types/first-party-property-damage/) - [WC Third-Party](https://www.quilia.com/case-types/wc-third-party/) - [General Case](https://www.quilia.com/case-types/general-case/) ## Comparisons See how Quilia compares to other platforms. Quilia is a client management platform that integrates with your existing case management system. - [Quilia vs Hona](https://www.quilia.com/compare/quilia-vs-hona/): Comparison with Hona (formerly Case Status), a direct competitor in the client communication space. - [Quilia vs Case Status](https://www.quilia.com/compare/quilia-vs-case-status/): Comparison with Case Status, now rebranded as Hona. - [Quilia vs Clio](https://www.quilia.com/compare/quilia-vs-clio/): How Quilia complements Clio rather than replacing it. - [Quilia vs Filevine](https://www.quilia.com/compare/quilia-vs-filevine/): How Quilia complements Filevine. - [Quilia vs MyCase](https://www.quilia.com/compare/quilia-vs-mycase/): How Quilia complements MyCase. - [Quilia vs SmartAdvocate](https://www.quilia.com/compare/quilia-vs-smartadvocate/): How Quilia complements SmartAdvocate. - [Quilia vs Neos](https://www.quilia.com/compare/quilia-vs-neos/): How Quilia complements Neos. - [Quilia vs Smokeball](https://www.quilia.com/compare/quilia-vs-smokeball/): How Quilia complements Smokeball. - [Quilia vs Litify](https://www.quilia.com/compare/quilia-vs-litify/): How Quilia complements Litify. - [Quilia vs CasePeer](https://www.quilia.com/compare/quilia-vs-casepeer/): How Quilia complements CasePeer. - [Quilia vs PracticePanther](https://www.quilia.com/compare/quilia-vs-practicepanther/): How Quilia complements PracticePanther. - [Quilia vs Salesforce](https://www.quilia.com/compare/quilia-vs-salesforce/): How Quilia complements Salesforce. - [Quilia vs Jove](https://www.quilia.com/compare/quilia-vs-growpath/): How Quilia complements Jove (formerly GrowPath). - [Quilia vs Actionstep](https://www.quilia.com/compare/quilia-vs-actionstep/): How Quilia complements Actionstep. - [Quilia vs DocketWise](https://www.quilia.com/compare/quilia-vs-docketwise/): How Quilia complements DocketWise. - [Quilia vs Clarra](https://www.quilia.com/compare/quilia-vs-clarra/): Comparison with Clarra. - [Quilia vs Dibcase](https://www.quilia.com/compare/quilia-vs-dibcase/): Comparison with Dibcase. - [Quilia vs Finch](https://www.quilia.com/compare/quilia-vs-finch/): Comparison with Finch. - [Quilia vs VineConnect](https://www.quilia.com/compare/quilia-vs-vineconnect/): Comparison with VineConnect. ## Partners - [Quilia + EvenUp](https://www.quilia.com/compare/quilia-and-evenup/): How Quilia works with EvenUp for AI-powered demand generation. - [Quilia + Eve Legal](https://www.quilia.com/compare/quilia-and-eve-legal/): How Quilia works with Eve Legal. - [Quilia + Supio](https://www.quilia.com/compare/quilia-and-supio/): How Quilia works with Supio for AI-powered medical summaries. - [Partner Program](https://www.quilia.com/partners/): Information about the Quilia partner program. ## Content - [Blog](https://www.quilia.com/articles/): Articles on client management, legal technology, practice growth, and industry insights. - [Changelog](https://www.quilia.com/changelog/): Product updates, new features, and release notes across all Quilia platforms. - [Testimonials](https://www.quilia.com/testimonials/): What attorneys and firms say about Quilia. - [Videos](https://www.quilia.com/videos/): Video content including demos, tutorials, and webinars. - [Podcast](https://www.quilia.com/podcast/): Quilia podcast content. ## Support - [Support Hub](https://www.quilia.com/support/): Knowledge base with help articles for both attorneys and clients. - [Onboarding](https://www.quilia.com/onboarding/): Getting started guide for new Quilia firms. ## Help Articles for Law Firms - [Add a Filevine Project ID to Your Case in Quilia](https://www.quilia.com/support/firms/adding-filevine-project-id/): 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. - [Add an "Invite to Quilia" button in Salesforce or Litify](https://www.quilia.com/support/firms/invite-to-quilia-button-salesforce-litify/): Add a one-click "Invite to Quilia" button to your case or matter page layout in Salesforce or Litify. Staff click it, Quilia imports the case if needed and texts the client an invite — even with auto-invite off. - [Adding a Team Member to a Case](https://www.quilia.com/support/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. - [Adding an Appointment for a Client](https://www.quilia.com/support/firms/adding-an-appointment-for-a-client/): Adding appointments in Quilia ensures clients see them instantly in their app, helping to reduce missed appointments. Simply log in, access the client profile, navigate to the Appointments tab, add the details, and create the appointment; the client will receive it automatically. - [Adding and Inviting Clients from Filevine](https://www.quilia.com/support/firms/adding-your-first-client-filevine/): Bring Filevine projects into Quilia and choose whether clients are invited on import, after work begins, at selected phases, or manually. - [Adding and Managing Delegates on a Client's Case](https://www.quilia.com/support/firms/managing-case-delegates/): 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. - [Adding the “Invite to Quilia” Button to Filevine](https://www.quilia.com/support/firms/adding-the-invite-to-quilia-button-to-filevine/): This guide walks you through how to add an “Invite to Quilia” action button to your Filevine intake form. It covers where to find the Customs Editor, how to create a new widget, what settings to use, and how to confirm it’s set up correctly. - [Adding Your First Client](https://www.quilia.com/support/firms/adding-your-first-client/): Before adding clients to Quilia, set up integration with your case management system to keep client data synchronized and avoid duplicates. If no integration is available, you can manually add clients but remember that this will not sync back to your case management software. - [Adding Your Preferred Provider List](https://www.quilia.com/support/firms/adding-your-preferred-provider-list/): The Provider List in Quilia serves as your firm's curated directory of trusted medical providers, ensuring clients access accurate options for care. Adding providers streamlines the process, reduces reliance on external sources, and helps maintain organized, reliable documentation for your cases. - [Adding Your Team Members](https://www.quilia.com/support/firms/adding-team-members/): How to add, edit and deactivate team members in Quilia, choose their role, put them on every case, and read the integration logos that show who is linked to your case management system. - [API Keys and Webhooks](https://www.quilia.com/support/firms/api-keys-and-webhooks/): Manage API keys and set up webhooks to connect Quilia to custom firm systems. - [Ask a Question](https://www.quilia.com/support/firms/ask-a-question/): What the Ask a Question switch does, what your clients see in the Quilia app, and who at your firm gets their question. - [Asking Clients About Witness Information](https://www.quilia.com/support/firms/asking-about-witness-information/): Gather witness details from clients effectively to strengthen their personal injury case. - [Asking Clients for Treatment Updates](https://www.quilia.com/support/firms/asking-clients-treatment-updates/): Learn effective ways to request treatment updates from your personal injury clients without being intrusive. - [AttorneyShare Referrals](https://www.quilia.com/support/firms/attorneyshare-referrals/): Sign up for AttorneyShare from Quilia, connect it with your API key, and choose the practice areas and jurisdictions you take referrals for. - [Best Times to Message Personal Injury Clients](https://www.quilia.com/support/firms/best-times-message-clients/): Optimize your client communication by sending messages at times when they're most likely to engage. - [Billing and Your Plan](https://www.quilia.com/support/firms/billing-and-plan/): View your firm subscription plan, manage billing options, and understand how Quilia counts clients. - [Building Automations](https://www.quilia.com/support/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. - [Building Client Trust Through Communication](https://www.quilia.com/support/firms/building-client-trust-communication/): Communication strategies that build lasting trust and generate referrals. - [Can I Text My Clients Instead of Using the App](https://www.quilia.com/support/firms/texting-vs-app-communication/): Understand why in-app messaging is preferred over regular texting for legal communications. - [Capture Group Texts in CaseChat](https://www.quilia.com/support/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. - [Case Management Integration Feature Comparison](https://www.quilia.com/support/firms/cms-integration-feature-comparison/): Compare Quilia case management integrations across auto-import, webhooks, polling, activity sync, document uploads, task creation, staff sync, and browser extension support. - [Case Type Settings](https://www.quilia.com/support/firms/case-type-settings/): Configure how different types of cases are handled, what information is collected, and what features clients can access. - [CaseChat Settings](https://www.quilia.com/support/firms/casechat-settings/): What each CaseChat switch on Settings → Features does, including Replies in CaseChat, Group Threads, Log Export and Per-Message Export. - [CasePacer Integration Setup](https://www.quilia.com/support/firms/casepacer-integration-setup/): Connect CasePacer to Quilia, configure your firm abbreviation and staff mappings, link cases using the case email, and understand what syncs. - [CasePeer + Quilia: Integration Guide](https://www.quilia.com/support/firms/casepeer-integration-quilia-easy-setup-guide/): Connect CasePeer directly to Quilia, map case types, choose when clients are invited, and understand the scheduled case, activity, and document sync. - [Celebrating Case Milestones with Clients](https://www.quilia.com/support/firms/celebrating-case-milestones/): Acknowledge progress to keep clients engaged and positive throughout their case journey. - [Client App Login Problems](https://www.quilia.com/support/firms/client-app-login-problems/): Help clients resolve login issues with the Quilia mobile app. - [Client Not Receiving App Notifications](https://www.quilia.com/support/firms/client-not-receiving-notifications/): Troubleshoot when clients report not getting push notifications from the Quilia app. - [Clio + Quilia: Integration Guide](https://www.quilia.com/support/firms/clio-integration-quilia-step-by-step-guide/): Connect Clio to Quilia, map practice areas, choose when clients are invited, and understand how matters, activity, and documents sync. - [CMS Integration Settings Explained](https://www.quilia.com/support/firms/cms-integration-settings/): What each setting in the Settings section of your CMS integration page does, and which case management systems show it. - [Communicating About Soft Tissue Injuries](https://www.quilia.com/support/firms/communicating-soft-tissue-injuries/): Effective ways to help clients understand and document soft tissue injuries for their case. - [Communicating Delays to Clients](https://www.quilia.com/support/firms/communicating-delays-to-clients/): Handle case delays professionally while maintaining client trust and managing expectations. - [Communicating with Back Injury Clients](https://www.quilia.com/support/firms/communicating-back-injury-clients/): Guide clients with back injuries through treatment and documentation for maximum recovery. - [Communicating with Clients About Liens](https://www.quilia.com/support/firms/communicating-about-liens/): Explain medical liens and how they affect settlement in terms clients can understand. - [Communicating with TBI Clients and Families](https://www.quilia.com/support/firms/communicating-tbi-clients-families/): Sensitive communication strategies for traumatic brain injury cases involving clients and their caregivers. - [Communicating with Whiplash Clients](https://www.quilia.com/support/firms/communicating-whiplash-clients/): Specific communication strategies for clients with whiplash and soft tissue injuries. - [Composing and Scheduling Messages to Clients](https://www.quilia.com/support/firms/composing-scheduling-messages/): Learn how to compose personalized messages to your clients and schedule them for optimal delivery times. Master the art of proactive client communication. - [Configuring Staff on Imported Cases](https://www.quilia.com/support/firms/adding-a-team-member-to-every-case/): Choose how Quilia reads your case management system to build the case team, and add back-office staff to every case automatically. - [Configuring the File Checklist](https://www.quilia.com/support/firms/configuring-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. - [Connect Google Business Profile](https://www.quilia.com/support/firms/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. - [Connect your AI assistant to Quilia](https://www.quilia.com/support/firms/connect-ai-assistant/): Install the official Quilia app in ChatGPT, or point Claude Desktop, Cursor, Claude Code, or any MCP-compatible assistant at your firm. One click signs you in. The assistant reads and writes to your firm only, scoped to your role. - [Connecting a Calendly Calendar](https://www.quilia.com/support/firms/connecting-calendly/): Connect your firm calendar so clients can book appointments without leaving the Quilia app. - [Connecting Clio to Quilia](https://www.quilia.com/support/firms/connecting-clio-quilia/): Connect Clio to Quilia, authorize access, configure practice area mappings and client invitations, and test the integration with an existing matter. - [Connecting MyCase to Quilia](https://www.quilia.com/support/firms/connecting-mycase-quilia/): Connect MyCase to Quilia, authorize access, configure case type mappings and client invitations, and test the integration with an existing case. - [Connecting Neos to Quilia](https://www.quilia.com/support/firms/connecting-neos-quilia/): Connect Neos to Quilia with your company ID, configure case mappings and client invitations, and test the integration with an existing case. - [Connecting Smokeball to Quilia](https://www.quilia.com/support/firms/connecting-smokeball-quilia/): Connect Smokeball to Quilia, authorize access, configure case mappings and client invitations, and test the integration with an existing matter. - [Creating Effective Case Status Update Templates](https://www.quilia.com/support/firms/case-status-update-templates/): Build templates for common case milestones to maintain consistent client communication. - [Creating Message Templates for Common Scenarios](https://www.quilia.com/support/firms/creating-message-templates/): Save time with reusable message templates for frequent client communication scenarios. - [CreoRx + Quilia: Prescription Cards for Your Clients](https://www.quilia.com/support/firms/creorx-prescription-cards-firm-guide/): How your firm connects CreoRx to Quilia, sends prescription card requests, lets clients request a card, and tracks active cards and filled prescriptions. - [Custom Symptoms](https://www.quilia.com/support/firms/custom-symptoms/): Learn how to enable and manage custom symptom tracking for your clients, including bulk imports and per-case-type lists. - [Enabling Document Sharing With Clients](https://www.quilia.com/support/firms/enabling-document-sharing/): Enable document sharing for your case-management integration so files your team adds to the Quilia folder appear in the right client's Quilia app. - [Encouraging Clients to Document Pain Levels](https://www.quilia.com/support/firms/encouraging-pain-documentation/): Help clients understand why daily pain tracking matters and how to do it effectively in the Quilia app. - [End of Treatment Communication Templates](https://www.quilia.com/support/firms/end-of-treatment-templates/): Message templates for when clients complete their medical treatment and the case moves to demand phase. - [Example Phase Messages You Can Copy](https://www.quilia.com/support/firms/example-phase-messages/): A complete set of phase messages for a personal injury case, written to follow Quilia's messaging guidance. Copy them, swap in your phone number, and edit to sound like your firm. - [Explaining Medical Bills to Clients](https://www.quilia.com/support/firms/explaining-medical-bills-clients/): Help clients understand their medical bills and how they affect their settlement. - [Explaining Settlement Offers to Clients](https://www.quilia.com/support/firms/explaining-settlement-offers/): Communicate settlement offers clearly and help clients make informed decisions about their case. - [Explaining the Demand Letter Process](https://www.quilia.com/support/firms/explaining-demand-letter-process/): Help clients understand what a demand letter is and what to expect after it's sent. - [Exporting Medical Providers from Filevine](https://www.quilia.com/support/firms/filevine-exporting-medical-providers/): To export medical providers in Filevine, open Report Builder and select Marketing List as the report type. Set up columns by adding necessary fields, apply a filter for Contact Type: Medical Provider, run the report, then save and export it for Excel. - [Fixing Message Delivery Issues](https://www.quilia.com/support/firms/fixing-message-delivery-issues/): Troubleshoot common problems when messages aren't reaching clients through Quilia. - [Following Up on Unanswered Messages](https://www.quilia.com/support/firms/following-up-unanswered-messages/): Get responses from unresponsive clients without damaging the relationship. - [Frequently Asked Questions: CaseChat](https://www.quilia.com/support/firms/faq-casechat/): Answers to common questions about using CaseChat for attorney-client communication. - [Getting Started with MyCase Integration](https://www.quilia.com/support/firms/getting-started-with-mycase/): You've successfully connected MyCase to Quilia - now what? Learn how the integration works, including automatic case sync, client activity flowing back to MyCase notes, and document uploads to the Quilia folder. - [Guide for Legal Staff](https://www.quilia.com/support/firms/guide-for-legal-staff/): The Quilia app enhances client engagement and keeps your firm updated with accurate case information. This guide details how legal staff can monitor client status, encourage app use, and leverage automated tools to optimize case documentation and outcomes. - [Guiding Clients Through Spinal Injury Documentation](https://www.quilia.com/support/firms/spinal-injury-documentation/): How to help clients with spinal injuries properly document their condition and treatment. - [Guiding Clients to Upload Accident Photos](https://www.quilia.com/support/firms/guiding-accident-photo-uploads/): Instruct clients on what accident photos to capture and how to upload them through the Quilia app. - [Handling Client Complaints Professionally](https://www.quilia.com/support/firms/handling-client-complaints/): Turn client complaints into opportunities to strengthen the relationship and improve service. - [Handling Difficult Client Conversations](https://www.quilia.com/support/firms/handling-difficult-conversations/): Navigate challenging communications like bad news, unrealistic expectations, and client frustration. - [How Long Should Case Updates Be](https://www.quilia.com/support/firms/case-update-length/): Find the right length for case updates that inform without overwhelming. - [How Often Should You Contact Clients](https://www.quilia.com/support/firms/client-contact-frequency/): Find the right balance between keeping clients informed and overwhelming them with messages. - [How to Add Insurance Information to a Client's Case](https://www.quilia.com/support/firms/adding-insurance-to-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. - [How to Compose and Send Messages](https://www.quilia.com/support/firms/how-to-compose-send-messages/): Learn how to compose, schedule, and send messages to your clients using the Quilia Portal messaging system. - [How to Connect Quilia + Filevine](https://www.quilia.com/support/firms/connecting-filevine-quilia/): Step-by-step guide to activate the Quilia integration in Filevine, create a Personal Access Token, and connect the two platforms. - [How to Create and Send Automated Phase Messages in Quilia](https://www.quilia.com/support/firms/how-to-create-and-send-automated-phase-messages-in-quilia/): Learn how to write client-friendly messages for each phase and set up automated notifications in Quilia. - [How to Delete a Case](https://www.quilia.com/support/firms/deleting-a-case/): Permanently delete a case from the Quilia Portal, and when to close it instead. - [How to Enable CaseChat Message Translations in the Portal](https://www.quilia.com/support/firms/casechat-translations-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. - [How to Mark a Case as Closed](https://www.quilia.com/support/firms/marking-case-as-closed/): Learn how to close or reopen a case from the Edit Case Details dialog in the Quilia Portal. - [How to Review Your Client's Pain Logs](https://www.quilia.com/support/firms/reviewing-pain-logs-portal/): Pain logs are powerful evidence. Learn where to find them, how to interpret the data, and how to use them in your case. - [Importing an Existing Case from Neos](https://www.quilia.com/support/firms/importing-existing-clients-from-neos/): Import an existing Neos case into Quilia with its case number, review the client and staff details, and decide whether to send an invitation. - [Importing Minors and Their Parents](https://www.quilia.com/support/firms/importing-minors/): Give each child in a case their own case in Quilia, with a parent on the case who has access and receives the invitations. - [Intake Checklist: Getting Clients on Quilia Early](https://www.quilia.com/support/firms/intake-checklist-getting-clients-on-quilia-early/): Onboarding clients to Quilia during the first intake call maximizes efficiency and data accuracy. By guiding clients to download the app immediately, you streamline information entry and enhance their experience, ensuring they have access to updates and communication from the start. - [Inviting Clients to Download the Quilia App](https://www.quilia.com/support/firms/inviting-clients-to-download-the-quilia-app/): A simple step-by-step guide for law firm staff to invite clients to Quilia by text or email and help them log in for the first time. - [Managing Case Notifications on Mobile](https://www.quilia.com/support/firms/managing-case-notifications-mobile/): Configure which case updates you receive as push notifications on your mobile device. - [Managing Multiple Client Conversations](https://www.quilia.com/support/firms/managing-multiple-conversations/): Stay organized and responsive when handling communications with many clients at once. - [Managing Your Notifications and Alerts](https://www.quilia.com/support/firms/managing-team-notifications/): Configure how you receive notifications about client activity and case updates. - [Mapping CMS Fields and Contact Types](https://www.quilia.com/support/firms/mapping-cms-fields/): Learn how to configure mapping between your CMS fields, case types, and contact types to ensure the right data imports into Quilia. - [Mapping CMS Offices to Quilia Locations](https://www.quilia.com/support/firms/mapping-cms-offices/): Learn how to route imported cases to the right Quilia location based on the office in Clio, Neos, or Filevine. - [Mobile Document Review for Attorneys](https://www.quilia.com/support/firms/mobile-document-review-attorneys/): How to review client-uploaded documents from the Quilia mobile app. - [Mobile Intake: Capturing New Client Information](https://www.quilia.com/support/firms/mobile-intake-client-information/): Use the mobile app to capture new client intake information on consultations. - [Monitoring Clients and Driving Engagement](https://www.quilia.com/support/firms/monitoring-clients-and-driving-engagement/): To enhance client engagement, onboard them to Quilia immediately after intake, ensuring they upload essential details like photos and journal notes. Monitor their activity through your case management system, and enable email digests for seamless updates and oversight of their progress. - [MyCase + Quilia: Integration Guide](https://www.quilia.com/support/firms/mycase-integration-quilia-easy-setup-guide/): Connect MyCase to Quilia, map your practice areas, and choose when clients receive access. New cases and client activity then sync automatically. - [MyCase Integration Settings Guide](https://www.quilia.com/support/firms/mycase-integration-settings/): This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, client access, note modes, subscriptions, and troubleshooting. - [Neos + Quilia: Integration Guide](https://www.quilia.com/support/firms/neos-integration-quilia-step-by-step-guide/): Connect Neos to Quilia with your company ID, map case types, choose when clients are invited, and understand the scheduled Neos sync. - [Office Locations and Business Hours](https://www.quilia.com/support/firms/office-locations-and-hours/): Manage your firm's operation hours and offices, assign team members to an office, and see where hours, locations and contact details show up for clients. - [Onboarding New Clients with Quilia](https://www.quilia.com/support/firms/onboarding-new-clients/): Follow a repeatable client onboarding workflow from case import and invitation through the client's first successful action in Quilia. - [Organization Profile and Branding](https://www.quilia.com/support/firms/organization-profile-and-branding/): Configure how your firm name, icon, logo, and colors appear for clients in the Quilia app. - [Paralegal Mobile App Features](https://www.quilia.com/support/firms/paralegal-mobile-app-features/): Mobile app features specifically useful for paralegals managing case details. - [Providers and Keeping Provider Information Accurate](https://www.quilia.com/support/firms/providers/): Where Quilia's provider information comes from, everything Quilia does automatically to keep it accurate and current, and how your firm can review and fix it. - [Quick Case Updates from Mobile](https://www.quilia.com/support/firms/quick-case-updates-mobile/): Send fast status updates to clients using the mobile app when you're on the go. - [Quilia Firm Setup Checklist](https://www.quilia.com/support/firms/onboarding-checklist/): Set up your Quilia organization, connect your case management system, configure client access, and test the complete client experience before launch. - [Read a Client's Conversation with ℚ](https://www.quilia.com/support/firms/read-client-q-conversations/): 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. - [Recommended Case Phases & Suggested Client Messages](https://www.quilia.com/support/firms/recommended-case-phases/): In Quilia, firms automate client messaging through case phase updates in their case management system, ensuring clients receive timely notifications without manual intervention. Proper setup of case phases in systems like Clio or Filevine is essential for utilizing this feature effectively. - [Requesting Medical Records from Clients](https://www.quilia.com/support/firms/requesting-medical-records-clients/): Guide clients through providing medical records and authorizations efficiently using Quilia messaging. - [Requesting Police Reports from Clients](https://www.quilia.com/support/firms/requesting-police-reports/): Guide clients through obtaining and sharing police reports for their personal injury case. - [Responding to Client Messages on Mobile](https://www.quilia.com/support/firms/responding-client-messages-mobile/): How attorneys and team members can respond to CaseChat messages from the mobile app. - [Reviewing Client Pain Logs on Mobile](https://www.quilia.com/support/firms/reviewing-pain-logs-mobile/): How to view and analyze client pain documentation from the attorney mobile app. - [Ride Requests: Letting Clients Ask Your Firm for a Ride](https://www.quilia.com/support/firms/ride-requests/): Clients without a car can ask your firm for a ride to an appointment from the Quilia app. Turn it on by case type or for one client, and see what your case team receives. - [Salesforce or Litify Legal Integration Setup Guide](https://www.quilia.com/support/firms/salesforce-litify-legal-integration-setup-guide/): This guide details connecting Salesforce or Litify to Quilia via OAuth. You'll create a Salesforce External Client App, obtain the Consumer Key and Secret, and enter these credentials into Quilia for seamless integration. - [Saving client uploads to cloud storage](https://www.quilia.com/support/firms/cloud-storage-upload-folders/): Connect Dropbox, Google Drive, or SharePoint to automatically save files your clients upload to their case folder. - [See What Your Clients See](https://www.quilia.com/support/firms/see-what-your-clients-see/): Learn how to use the sample client to preview the Quilia mobile app experience safely. - [Sending Bulk Updates to Multiple Clients](https://www.quilia.com/support/firms/sending-bulk-updates-clients/): Learn how to efficiently send updates to groups of clients based on case status or type. - [Sending Case Status Updates to Clients](https://www.quilia.com/support/firms/sending-case-status-updates/): Keep clients informed about their case progress with clear, professional status updates. - [Setting up an Organization Alert](https://www.quilia.com/support/firms/organization-alert/): Learn how to set up an organization-wide alert banner to notify all clients about office closures, holiday hours, or other firm-wide announcements. - [Setting Up Automated Welcome Messages](https://www.quilia.com/support/firms/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. - [Setting up Organization-Wide FAQs](https://www.quilia.com/support/firms/setting-up-organization-wide-faqs/): Adding FAQs to your Quilia portal enhances client access to essential information about your firm. These FAQs will appear in the client app's help modal, providing quick self-service support and improving overall client experience while reducing repetitive inquiries. - [Setting Up Settlement Offer Notifications](https://www.quilia.com/support/firms/settlement-offer-notifications/): Configure automated notifications when settlement offers are received and need client attention. - [Settlement Resolution Communication Templates](https://www.quilia.com/support/firms/settlement-resolution-templates/): Templates for communicating settlement offers, negotiations, and final resolution to clients. - [Signup Link and Signup Requests](https://www.quilia.com/support/firms/signup-link/): Share one link that lets a prospective client ask your firm to set them up in Quilia, then review each request and create the client when you are ready. - [TBI and Concussion Client Communication](https://www.quilia.com/support/firms/tbi-concussion-communication/): Special considerations for communicating with clients who have traumatic brain injuries or concussions. - [Team Collaboration on Mobile](https://www.quilia.com/support/firms/team-collaboration-mobile/): How to coordinate with other team members on cases using the mobile app. - [The Features Settings Page](https://www.quilia.com/support/firms/features-settings/): A guide to every switch on the Settings → Features page and what each controls for your firm and clients. - [Uber Rides for Clients](https://www.quilia.com/support/firms/uber-rides-for-clients/): Learn how to connect Uber to Quilia, enable client ride requests, and set limits on estimated fares. - [Understanding Automatic Case Import and Client Invitations](https://www.quilia.com/support/firms/understanding-auto-import-and-auto-invite/): Understand how cases enter Quilia and choose whether clients are invited on import, after work begins, or at selected case phases. - [Unmapped Case Types and the Default Case Type](https://www.quilia.com/support/firms/unmapped-case-types/): What happens to a case whose type in your case management system is not mapped to a Quilia case type, and how the Default case type gives it a fallback. - [Using CaseChat for Real-Time Client Conversations](https://www.quilia.com/support/firms/casechat-real-time-conversations/): Master CaseChat, Quilia's real-time messaging feature that lets you have instant conversations with clients about their cases. Learn best practices for responsive, efficient communication. - [Using Internal Notes for Your Team](https://www.quilia.com/support/firms/internal-notes/): Learn how to use internal notes to share observations, reminders, and context with your team - without clients ever seeing them. - [Using Quilia at Court or Depositions](https://www.quilia.com/support/firms/using-quilia-court-depositions/): Access case information and client data quickly during court appearances or depositions. - [Using the Quilia App as an Attorney](https://www.quilia.com/support/firms/using-quilia-app-attorney/): Overview of mobile app features available to attorneys and legal team members. - [Using the Quilia CaseConnect Extension](https://www.quilia.com/support/firms/quilia-case-connect-extension/): The Quilia CaseConnect browser extension brings Quilia functionality directly into your browser while you work in MyCase, Clio, Filevine, and other supported case management systems. - [Viewing and Exporting a Client's Mileage Log](https://www.quilia.com/support/firms/client-mileage-log/): Clients log their drives to appointments in the Quilia app. See every trip on the case, download the mileage log as a PDF or CSV, and control which case types show Mileage. - [Weekly Check-In Message Templates](https://www.quilia.com/support/firms/weekly-check-in-templates/): Copy-ready templates for consistent weekly client communication throughout the case lifecycle. - [What to Do When Clients Can't Log In](https://www.quilia.com/support/firms/clients-cannot-login/): Help clients regain access to their Quilia app account quickly. - [What to Say in a Case Closure Phase Message](https://www.quilia.com/support/firms/case-closure-phase-messages/): Make this one a thank-you rather than a status update, with sample copy, what to leave out, and the explainer video to embed. - [What to Say in a Demand Phase Message](https://www.quilia.com/support/firms/demand-phase-messages/): What to cover in the message that fires when a case enters the demand phase, with sample copy, what to leave out, and the explainer video to embed. - [What to Say in a Litigation Phase Message](https://www.quilia.com/support/firms/litigation-phase-messages/): What to cover in the message that fires when a case is filed, with sample copy, what to leave out, and the explainer video to embed. - [What to Say in a Settlement Phase Message](https://www.quilia.com/support/firms/settlement-phase-messages/): What to cover in the message that fires when a case enters settlement, with sample copy, what to leave out, and the explainer video to embed. - [What to Say in a Treatment Phase Message](https://www.quilia.com/support/firms/treatment-phase-messages/): What to cover in the message that fires when a case enters treatment, with sample copy, what to leave out, and the explainer video to embed. - [What to Say in an Onboarding Phase Message](https://www.quilia.com/support/firms/onboarding-phase-messages/): What to cover in the message that fires when a case opens, with sample copy, what to leave out, and the explainer video to embed. - [What to Share During Active Treatment](https://www.quilia.com/support/firms/what-to-share-active-treatment/): Keep clients engaged and documenting during the critical treatment phase of their case. - [What to Share During Case Intake](https://www.quilia.com/support/firms/what-to-share-case-intake/): Essential communications for the first 48 hours after signing a new personal injury client. - [What to Share During Negotiations](https://www.quilia.com/support/firms/what-to-share-negotiations/): Keep clients informed and confident during the back-and-forth of settlement negotiations. - [What to Share Pre-Demand Letter](https://www.quilia.com/support/firms/what-to-share-pre-demand/): Prepare clients for the demand phase with clear communication about what comes next. - [What to Tell Clients About Property Damage](https://www.quilia.com/support/firms/what-to-tell-clients-property-damage/): Guide clients through the property damage claim process while focusing on their injury case. - [When to Use CaseChat vs Scheduled Messages](https://www.quilia.com/support/firms/casechat-vs-scheduled-messages/): Choose the right communication channel for each situation to maximize client engagement. - [Writing Effective Subject Lines](https://www.quilia.com/support/firms/writing-effective-subject-lines/): Craft subject lines that get opened and help clients find important messages later. - [Writing Messages Clients Actually Understand](https://www.quilia.com/support/firms/writing-messages-clients-understand/): Aim for a seventh-grade reading level, swap the legal words for plain ones, and write asks your client can act on. ## Help Articles for Clients - [Accident Tab](https://www.quilia.com/support/clients/accident-tab/): The Accident Tab allows you to document crucial details about your accident, helping your attorney build a stronger case with organized facts, evidence, and records. Update it promptly with information about the incident, witnesses, vehicle damage, and insurance details to ensure effective representation and fair compensation. - [Case Journal Tab](https://www.quilia.com/support/clients/case-journal-tab/): The Case Journal Tab is a private space for you to document how your injuries affect daily life, with everything you write becoming part of your case record. Regular updates about everyday challenges and activities you miss strengthen your case by providing your attorney with a clearer picture of your quality of life changes. - [Document Sharing: What Your Attorney Needs](https://www.quilia.com/support/clients/document-sharing-attorney-needs/): A guide for clients on which documents to share and how to ensure your legal team has everything needed. - [Exporting Your Case Record as a PDF](https://www.quilia.com/support/clients/export-my-case/): Export My Case in the Quilia app builds a PDF of everything saved on your case, which you can save to your phone, print, or send to someone you trust. - [Home Tab](https://www.quilia.com/support/clients/home-tab/): The Home Tab is your central hub in the Quilia app, providing quick access to your attorney, messages, and personal settings while displaying pending tasks. Regularly checking this tab keeps you organized, engaged in your case, and ensures your attorney has the latest information for optimal case outcomes. - [How Clients Should Document Vehicle Damage](https://www.quilia.com/support/clients/how-to-document-vehicle-damage/): Step-by-step guide for clients to properly photograph and document their vehicle damage. - [How Long Will My Case Take](https://www.quilia.com/support/clients/how-long-will-case-take/): Understand the typical timeline for personal injury cases and what factors affect duration. - [How to Add Insurance Information in the Quilia App](https://www.quilia.com/support/clients/adding-insurance-information/): To add your insurance information in the Quilia app, navigate to the Case tab and tap the Insurance button. Follow the prompts to input your policy details, upload images of your insurance cards, and ensure your legal team has accurate records for your case. - [How to Add Notes to Your Daily Log](https://www.quilia.com/support/clients/add-notes-daily-log/): Tips for adding useful notes to your daily symptom logs in the Quilia app. - [How to Check Your App Version](https://www.quilia.com/support/clients/how-to-check-app-version/): Learn how to find your current app version to make sure you have the latest features and fixes. - [How to Communicate with Your Law Firm](https://www.quilia.com/support/clients/how-to-communicate-with-your-law-firm/): Effective communication is essential in legal cases, and Quilia serves as your digital journal to share all relevant details with your attorney. By using Quilia to document updates, track progress, and upload important documents, you enhance your attorney's ability to build a strong case on your behalf. - [How to Document Lost Wages](https://www.quilia.com/support/clients/how-to-document-lost-wages/): Track your lost income properly to maximize this component of your personal injury claim. - [How to Document Your Daily Pain Levels](https://www.quilia.com/support/clients/document-daily-pain-levels/): Learn how to effectively track and document your pain levels in the Quilia app to support your personal injury case. - [How to Download the Quilia App](https://www.quilia.com/support/clients/how-to-download-the-quilia-app/): Step-by-step instructions for downloading the Quilia app on any device and getting started with your case updates and communication. - [How to Enable CaseChat Message Translations on the App](https://www.quilia.com/support/clients/casechat-translations-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. - [How to Enter Data in Quilia App](https://www.quilia.com/support/clients/how-to-enter-data-in-quilia-app/): A step-by-step guide on how to enter key case updates into Quilia, including treatment details, daily impacts, lost income, and accident info. - [How to Give Someone You Trust Access to Your Case](https://www.quilia.com/support/clients/adding-family-members-case/): Add a spouse, parent, power of attorney, or anyone you trust as a delegate on your case in the Quilia app, choose whether they can only view or can also help, and remove them at any time. - [How to Log Your Daily Pain Levels](https://www.quilia.com/support/clients/how-to-log-pain-levels/): Step-by-step guide for clients on tracking pain levels in the Quilia app to strengthen their case. - [How to Message Your Attorney](https://www.quilia.com/support/clients/how-to-message-attorney/): Send secure messages to your legal team through the Quilia app and get faster responses. - [How to Prepare for Your Deposition](https://www.quilia.com/support/clients/how-to-prepare-deposition/): What to expect at your deposition and how to prepare for questions about your case. - [How to Request a Ride to an Appointment](https://www.quilia.com/support/clients/how-to-request-a-ride/): No way to get to the doctor or physical therapy? Ask your law firm for a ride from the Quilia app, and see every request you have sent. - [How to Track Your Medical Appointments](https://www.quilia.com/support/clients/how-to-track-appointments/): Use the Quilia app to keep your legal team informed about all your medical appointments. - [How to Track Your Mileage to Medical Appointments](https://www.quilia.com/support/clients/how-to-track-mileage/): Log the drives to your doctor, physical therapy, the pharmacy and your lawyer in the Quilia app. The app fills in the miles for you, and your law firm sees every trip. - [How to Upload Documents to Your Case](https://www.quilia.com/support/clients/how-to-upload-documents/): Learn how to securely upload medical records, bills, and other documents through the Quilia app. - [Photographing Your Injuries for Documentation](https://www.quilia.com/support/clients/photographing-injuries-documentation/): Best practices for taking photos of your injuries to include in your case file. - [Requesting a Prescription Card](https://www.quilia.com/support/clients/requesting-a-prescription-card/): If your law firm offers it, you can request a prescription card from the Prescriptions screen in the Quilia app, and your card shows up there once it is ready. - [Sharing Treatment Updates with Your Attorney](https://www.quilia.com/support/clients/sharing-treatment-updates-attorney/): How to keep your legal team informed about ongoing medical treatment and progress. - [Should I Talk to the Other Insurance Company](https://www.quilia.com/support/clients/talking-to-insurance-company/): Learn why you should direct all insurance communication through your attorney. - [Tracking Your Appointments in the App](https://www.quilia.com/support/clients/tracking-appointments-app/): How to view, add, and manage your medical appointments through the Quilia app. - [Treatment Tab](https://www.quilia.com/support/clients/treatment-tab/): The Treatment Tab in Quilia serves as a comprehensive medical diary, tracking appointments, pain levels, doctors, injury photos, and prescriptions. Regular updates enhance your case's credibility, providing essential evidence for your attorney to effectively advocate for you and secure the best outcome. - [Understanding Medical Liens](https://www.quilia.com/support/clients/understanding-medical-liens/): What clients need to know about medical liens and how they affect their case. - [Understanding Push Notifications](https://www.quilia.com/support/clients/understanding-push-notifications/): How Quilia's push notification system works and how clients can manage their preferences. - [Understanding Your Case Timeline](https://www.quilia.com/support/clients/understanding-case-timeline/): Use the Quilia app to track your case progress and understand what comes next. - [Uploading Medical Bills and Records](https://www.quilia.com/support/clients/uploading-medical-bills-records/): Step-by-step guide for clients to upload medical bills, records, and other documents through the Quilia app. - [Wage Loss Tab](https://www.quilia.com/support/clients/wage-loss-tab/): The Wage Loss Tab allows you and your attorney to track income lost due to injuries, ensuring your case reflects the full financial impact of your accident. Detailed records of missed work, along with doctor and employer verifications, strengthen your claim and support fair compensation efforts. - [What Happens After You File a Claim](https://www.quilia.com/support/clients/what-happens-after-filing-claim/): A client guide explaining the typical process after a personal injury claim is filed. - [What Happens If I Miss a Message](https://www.quilia.com/support/clients/missing-messages-what-to-do/): Don't worry - here's what to do if you missed a message from your legal team. - [What Information is Safe to Share](https://www.quilia.com/support/clients/what-information-safe-to-share/): Understand what you can discuss about your case and what to keep confidential. - [Why Consistent Treatment Matters for Your Case](https://www.quilia.com/support/clients/why-consistent-treatment-matters/): Understanding how gaps in medical treatment can affect your personal injury case. - [Why Does My Attorney Ask So Many Questions](https://www.quilia.com/support/clients/why-attorney-asks-questions/): Understand why your legal team needs detailed information and how it helps your case. ## AI & Developer Access Quilia runs an MCP (Model Context Protocol) server so firms can connect AI assistants directly to their data. - [MCP for Law Firms](https://www.quilia.com/how-it-works/mcp/): Overview of Quilia's MCP surface, supported assistants, and the OAuth access model. - [Quilia MCP Server](https://mcp.quilia.dev): Connect Claude Desktop, Cursor, Claude Code, or any MCP-compatible assistant to your firm. One-click sign in, no API keys. The assistant reads and writes to your firm only, scoped to your role. - [Connect your AI assistant](https://www.quilia.com/support/firms/connect-ai-assistant/): Walkthrough for connecting an MCP-compatible AI assistant to your Quilia firm. ## Legal Glossary - [Legal Glossary](https://www.quilia.com/glossary/): 247 legal terms defined across 26 categories including personal injury, medical, insurance, damages, and more. ## State Ethics Information - [State Ethics Hub](https://www.quilia.com/states/): Attorney advertising ethics rules and legal association information for all 50 US states. ## What Attorneys Say - "Quilia helped our firm identify gaps in treatment that were causing us to leave money on the table. Now we know our clients are getting the treatment they need, and we get the data we need to build their case." — Dean Tingey, Tingey Injury Law Firm - "Quilia makes it easy for clients to track medical appointments, upload bills, and log notes — all of which integrate directly into our system. It's a game-changer for keeping cases organized." — Brian Riley, KRLG Injury Attorneys - "Quilia has quickly become an essential part of our process. The proactive notifications save time, reduce confusion, and make our communication with clients smoother than ever." — Brandon Hewitt, Michigan Auto Law - [More Testimonials](https://www.quilia.com/testimonials/) ## Legal - [Privacy Policy](https://www.quilia.com/policy/privacy-policy/) - [Terms of Service](https://www.quilia.com/policy/terms-of-service/)