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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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If your firm uses a case management system, set up the integration first to keep data consistent and prevent duplicate entries.
Ensure you are logged into your Quilia account.
If you'd like to notify the client via text message: