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Important:

If your firm uses a case management system, setting up an integration first is highly recommended. This ensures that client data stays synced across your systems.

Adding clients manually in Quilia will not sync their data back to your case management software. If no integration is available, proceed with the steps below.

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Step-by-Step Guide

1. Set Up Integration (Recommended)

If your firm uses a case management system, set up the integration first to keep data consistent and prevent duplicate entries.

• Need help setting up your integration? Contact [email protected].

2. Log in to Quilia

Ensure you are logged into your Quilia account.

3. Add a New Client

• Click the top right corner of the screen.
• Select "Add New Client."
• Enter the client's name.
• Input a phone number that can receive text messages.
• Choose the case type for the client.

4. Select Preferred Language

• Choose the client’s preferred language from the available options.
• Click “Add Client” (this does not send a text message).

5. Send a Download Invite (Optional)

If you'd like to notify the client via text message: