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Important:

If your firm uses a case management system, setting up an integration is essential before adding clients. Adding clients directly in the Quilia portal will not sync their data back to your case management system.

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Step-by-Step Guide

1. Set Up Integration

   Before adding clients, ensure your integration with your case management software is active. This allows clients to be automatically imported, keeping your data consistent across systems.

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

2. Navigate to Client Section

   Go to the "Client Management" section in the Quilia portal.

3. Add New Client

   Click on the 'Add New Client' button.

4. Enter Client Details

   Provide the client's name, cell number, and preferred language.

   • Note: If the language isn’t available, contact [email protected] to request it.

5. Text Message Trigger

   Adding a client will automatically send them a text message inviting them to download the app and log in. Clients must be added to the portal before they can access the app.

6. Default Text Message

   The default text message sent to clients is:

   Hi! It's [sender] from [organization]. Download our app, Quilia, for a smoother experience! Get it here 📲 <https://www.quilia.com/download/>