Adding frequently asked questions (FAQs) to your Quilia portal helps ensure your clients have quick access to essential information about your firm. These FAQs will be visible in the client app under the help modal in the organization’s information tab (top left corner).
How to Add FAQs
- Log in to Quilia
- Navigate to Organization Features
- Click on the settings menu.
- Select Features from the top menu.
- Toggle on Frequently Asked Questions.
- Navigate to Organization Settings
- Select Organization from the top menu.
- Scroll down to the Frequently Asked Questions (FAQs) section.
- Add New FAQs
- Enter a question in the provided field.
- Provide a clear and concise answer.
- Click Save FAQ to add the FAQ.
- Review and Edit FAQs
- To edit an existing FAQ, type into the fields and they will auto-save.
- To remove an FAQ, click the delete icon.
Where FAQs Appear in the Client App
- FAQs entered in this section will be displayed in the client app’s help modal under the organization information tab (top left corner).
- Phase-related FAQs (if entered under Phase Messages in the settings) will also be included in this section.
What Kind of FAQs Should Be Added?
- General FAQs that apply to all clients (e.g., "How can I check the status of my case?")
- Firm-specific policies and procedures (e.g., "What should I do if I need to reschedule an appointment?")
- Payment-related inquiries (if applicable)
Note: FAQs should not be phase-specific. Any phase-related FAQs should be added under Phase Messages, which will also automatically appear in the help modal.
By keeping FAQs up to date, you provide clients with self-service support, reducing the need for repeated questions and improving their overall experience with your firm.
Example FAQs