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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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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.
Navigate to Client Section
Go to the "Client Management" section in the Quilia portal.
Add New Client
Click on the 'Add New Client' button.
Enter Client Details
Provide the client's name, cell number, and preferred language.
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.
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/>