Product Roadmap
Completed Features
App
- Push Notifications: Clients now receive push alerts for appointments, reminders, and updates.
- Attorney-Client Messaging: Attorneys can send messages directly to clients, which appear in the app feed.
- Case Management Integrations: Integrations with Filevine, Clio, MyCase, Neos, and more are live and continuously expanding.
- Web Version: Quilia is fully accessible on the web at app.quilia.com.
- Document & Expense Uploads: Clients can securely upload documents and track expenses directly in the app.
- Auto Phase Messages: Automatically send case phase updates to clients as milestones progress, offering an alternative to the case timeline feature.
Portal
- AI-Generated Scripts: Using KaseyAI, attorneys can create video or text messages for clients.
- AI-Generated Summaries: Daily client activity summaries for attorneys are live through KaseyAI.
Current Priorities
❓ Custom Help Messages
Allow attorneys to customize help messages and add video explainers for each section of the app.
🔌 Case Management Integrations
Continue building and enhancing integrations with case management platforms to ensure seamless data syncing.
📊 Improved Portal Performance
- Integration Enhancements: Make integrations more robust and intuitive for firms.