We're thrilled to have you join Quilia! To ensure a smooth onboarding process and make the most of the app's features, please follow these steps:

First-Time Setup Checklist for Law Firms

1. Create Your Account

   Visit portal.quilia.com and sign up for your free account. This should be managed by your office administrator or lead attorney.

2. Set Up Your Integration

   Integrations significantly enhance the app’s functionality. If your integration isn’t enabled yet, reach out to [email protected] to get started.

   • Supported integrations include Filevine, Clio, MyCase, Neos, and more.
   • Once your integration is active, client data will sync automatically, saving time and eliminating duplicate entry.

3. Map Case Types

   After setting up your integration, map your case management system's case types to Quilia’s available case types. This step ensures data consistency and seamless workflows.

4. Set Up Phase Messaging

   Visit How It Works: Automated Messaging to configure phase messaging.

   • Choose Phases: Select the case phases where messages will be sent to clients.
   • Write Messages: Customize messages for each phase. Need help? Contact [email protected], and we’ll guide you through the process.

5. Add Medical Providers to the Rolodex

   Populate your app's provider Rolodex with medical providers your clients frequently use.

   • This ensures that clients can easily search for and find recommended providers.
   • If a provider isn’t listed, clients will have the option to add it themselves in the app.

6. Train Your Team

   Educate your team on how the app works and how it simplifies their workflows.

   • For Intake Coordinators: Learn how to use Quilia to gather client information efficiently.
   • For Case Managers: Understand how the app helps track client updates and case progress automatically.

🔗 Integrations

• Filevine Integration: Sync client data and case phases automatically between Quilia and Filevine.
• Clio Integration: Seamlessly connect with Clio to ensure your case details are always up-to-date.
• MyCase Integration: Streamline client communication and case management with MyCase.
• CASEpeer Integration: Enhance case management by syncing data with CASEpeer.
• Neos Integration: Automatically sync data between Quilia and Neos.
• Smokeball Integration: Improve practice management with streamlined data handling.
• Zapier Integration: Automate workflows by connecting Quilia with thousands of other apps.

For a complete list of integrations, visit our Integrations Page.

☎️ Support

If you have any questions about onboarding or need assistance with integrations, phase messaging, or other features, we’re here to help!

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Support Team

702-337-3127

[email protected]

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