Changelog

Version 2026.1.5 adds dedicated family law case support, streamlined multi-location management, and improved message scheduling to the Quilia attorney portal.

👨‍👩‍👧 Family Law Case Support

• New case type: Dedicated family law case type with specialized workflows and forms
• Related People tab: Track family relationships and connections between parties involved in family law cases
• Specialized tracking: Purpose-built features for managing the unique requirements of family law practices

🏢 Enhanced Multi-Location Management

• Redesigned onboarding: New CMS connection step features a compact 3-column grid with direct connect buttons for OAuth integrations (Clio, Smokeball, MyCase, CasePeer)
• Location-specific details: Added payments URL and referrals email fields to each location for better organization
• Streamlined workflow: Direct connect buttons replace the previous dropdown-based flow for faster integration setup

💬 Message Scheduling Improvements

• Better readability: Scheduled messages now display in familiar 12-hour format with AM/PM (e.g., "8:45 AM" instead of "08:45")
• Natural language: Automation descriptions use human-readable text like "case opened" instead of technical keys
• Simplified input: Frequency field now uses a clean text input for easier value entry
• Clearer timestamps: Scheduled messages show "scheduled for" with full date and time in your local timezone

✏️ Quick Client Access

• Faster editing: New edit icon next to client names provides one-click access to client information
• Streamlined workflow: Quickly update client details without navigating through multiple pages

📱 Activity Feed Redesign

• Modern design: Refreshed activity feed with brand colors and improved visual hierarchy
• Better formatting: Enhanced timestamp formatting and billing warning displays
• Improved UX: Better spacing, hover states, and interaction patterns

🔄 Improved Case Synchronization

• Immediate feedback: Case sync operations now provide instant visual feedback using real-time status updates
• Fresh data guarantee: Pages automatically reload after sync to ensure you're viewing the latest CMS information
• Better reliability: Enhanced sync process prevents stale data and provides clear error messages

🔧 Bug Fixes & Stability

• MyCase auto-close: Cases now automatically update to 'closed' status when closed in MyCase
• NEOS phase sync: Resolved task errors during case phase synchronization with improved UI responsiveness
• Integration error handling: Import tasks now properly display error messages for unsupported case types
• Provider URLs: Fixed issue where provider website URLs weren't being saved correctly
• Team page stability: Fixed crash that could occur when viewing the team page
• Reputation management: Improved access permissions for legal staff and fixed UI layout issues

Version 2026.1.1 adds family law case support, in-app PDF viewing, profile photo uploads, and deep linking from SMS to the Quilia mobile app.

🚀 New Features & Improvements

⚖️ Expanded Case Type Support

• Family Law Cases: Full support for family law matters with property tracking, family-specific contact types (family, attorney, mediator, guardian ad litem), ex-spouse relationships, and payment features
• Case-Specific Features: Each case type now has tailored features and workflows specific to that practice area

📄 Document & Asset Management

• In-App PDF Viewer: View PDF documents directly in the app for message attachments, asset lists, and asset details with native rendering, page navigation, and pinch-to-zoom support
• Multi-Select Bulk Deletion: Delete multiple documents at once for faster case file management
• Property Document Uploads: Improved upload interface with ImageUploadPreview component and automatic asset management integration
• AI-Powered Analysis: Property uploads automatically trigger AI analysis for better organization and insights

👤 Profile Management

• Contact Photo Uploads: Add profile images for contacts, witnesses, other drivers, and emergency contacts directly within the app
• Create and Edit Support: Upload photos when creating new contacts or editing existing ones for better visual identification

🔗 Deep Linking

• Direct App Access: Open the Quilia app directly from SMS and web links (quilia.com/app URLs)
• Universal Links (iOS): Seamless integration with iOS for automatic app opening
• App Links (Android): Native Android deep linking support for faster navigation

📱 Social Media & Organization Features

• Social Media Links: View organization and location social media profiles (Facebook, Instagram, X/Twitter, LinkedIn, TikTok)
• Location Website Override: Locations can have their own website URLs separate from the main organization

💬 User Feedback & Help

• Enhanced NPS Feedback: Optional comment box for users who give low scores (0-6) to better understand concerns
• 7-Day Cooldown: Prevents duplicate NPS prompts for better user experience
• Damages Screen Help: New help modal explains how to document property damage effectively

⚡ Performance & Developer Experience

• Faster App Loading: Optimized initialization with lazy-loaded translation modules for quicker startup
• Local Development Mode: New dev:local script for developers working with local Supabase instances
• Better Error Handling: Graceful handling of missing services and cleaner error messages in development

🔧 Bug Fixes & Stability

Navigation & User Experience

• Improved Error Pages: Better handling of invalid routes with auth-aware navigation that directs users appropriately based on login status
• Settings Accessibility: Access settings and referral forms without requiring an active case context
• Request Form Loading: Fixed issue where draft forms loaded regardless of request status

Platform-Specific Fixes

• Android Photo Uploads: Resolved profile photo upload issues on Android devices using TUS resumable upload protocol
• Web Platform Translations: Fixed translation loading on web to ensure all content displays in the correct language
• Video Embeds: Fixed YouTube video sizing to use proper 16:9 aspect ratio

User Engagement & Analytics

• NPS Feedback: Modal now closes properly after submitting feedback comments and shows comment box regardless of response state
• Analytics Tracking: Improved PostHog identification for returning users with enriched feature analytics

UI Components

• BackButton Icons: Fixed chevron icon to use dark color on light backgrounds
• Cancel Button Style: Alert dialog Cancel buttons now use proper 'cancel' style for web compatibility

🔐 Account Management

• Enhanced Security: Account closure now uses secure authenticated API endpoint instead of third-party webhooks
• Inclusive Terminology: Updated language to use "legal team" instead of "attorney" for broader applicability

This release adds AI-powered case type auto-mapping to Quilia. The system uses heuristic matching to categorize cases automatically, with high-confidence results applied instantly and lower-confidence suggestions sent for manual review.

Case Type Management

• AI-powered case type auto-mapping uses heuristic matching to categorize incoming cases

• High-confidence mappings (70%+) apply automatically without manual input

• Lower-confidence suggestions display in a review interface for staff to confirm or correct

Activity Logs

• Export activity logs in CSV and PDF formats with chronological ordering

• Access signed attachment URLs with 24-hour expiration for secure sharing

• Timeline-style PDF layout includes embedded images for clearer presentation

Incident Forms

• Vehicle form now shows conditional fields based on vehicle type (motor vehicle, motorcycle, bicycle, pedestrian)

• Context-aware placeholders and native select dropdowns for faster data entry

Additional Improvements and Bug Fixes

• Fixed case_phases unique constraint to allow the same import_id across different CMS integrations

• Added async mode to Zapier integration to prevent timeout issues

• Resolved infinite spinner on vehicle form save button by preprocessing empty strings to null

• Fixed XSS vulnerabilities and improved HTML sanitization

• Improved pagination and assignment controls in reputation management

This release focuses on expanding supported case types, improving visibility into records and payments, and continuing to strengthen overall platform reliability. Much of this work improves clarity and consistency across the system while reducing edge cases for firms as they scale.

Case and Records Enhancements

Expanded support for additional case types and clearer record tracking.

• Added full support for bankruptcy cases, including Assets & Debts, Creditors, and Plan Payments sections. See also our Family Law case type added later in January

• Added medical records status indicators for providers to track whether records have been requested or received

• Added payment activity logging with amount, date, and status visibility

Settings and Admin Experience Improvements

Clearer configuration and more predictable admin behavior.

• Added improved helper text across settings pages to clarify client-facing visibility

• Added social media fields to organization locations

• Reorganized profile settings into independent sections with individual save actions

Integrations and Data Enhancements

Improved reliability and completeness when syncing data.

• Improved Filevine staff imports with better handling of nullable fields and error cases

• Removed client search limits in reputation features to include all clients

• Improved activity logging support for payments across integrations

Platform Stability and Bug Fixes

Ongoing reliability and quality improvements across the platform.

• Fixed permission issues preventing new organizations from creating cases

• Improved handling of null and undefined profile image and address fields

• Fixed validation issues in profile and authentication forms

• Improved backend cleanup and resource management to reduce orphaned data

We shipped a solid update focused on making Quilia easier to run, easier to trust, and easier for clients to stay involved. This release adds a ready-to-use personal injury case type, improves how documents are handled with AI, introduces smarter inactivity monitoring, and makes it easier to welcome new clients inside the app.

Personal Injury Case Type

We added a built-in personal injury case type for firms that don’t categorize cases in their case management system.

What it does

• Provides a clean default for personal injury cases

• Requires no additional setup

• Works automatically across layouts, integrations, and the API

Why it matters Not every firm wants to manage a complex case-type structure. This gives firms a simple option that just works out of the box, while still supporting more detailed setups for teams that need them.

If your system already categorizes cases, nothing changes. If it doesn’t, you’re covered.

Smarter Asset Analysis

Quilia’s document intelligence just got a lot sharper.

When clients upload documents, Quilia automatically analyzes each file and helps organize it correctly, while still respecting human decisions when they matter.

What’s new

• AI-assisted asset classification that feels predictable and reliable

• Human-labeled documents are preserved

• Consistent behavior across all uploads

Why it matters Your team gets the speed of AI without losing control. Documents land where they belong, classifications stay accurate, and everything feels less like a black box and more like a tool you can trust.

Inactivity Monitoring

We added a built-in way to bring clients back into the app when things go quiet.

What it does

• Automatically detects inactive clients

• Sends smart, timezone-aware nudges when attention is needed

• Requires no manual follow-up

Why it matters Clients stay engaged without your team chasing them down. When there’s something to review or action to take, Quilia helps pull them back in at the right moment.

Less babysitting. Better engagement.

Automated Welcome Messages

Quilia now makes it easy to welcome new clients the moment they join.

Firms can automatically send a welcome message directly inside the app, giving clients clear next steps and setting expectations from day one.

What it does

• Sends a welcome message automatically when a client joins

• Delivered right inside the Quilia app

• Fully customizable to match your firm’s voice

Why it matters Clients know what’s happening, what to expect next, and how to use the app without needing a separate email or manual follow-up. It’s a better first impression and one less thing for your team to remember.

Bug Fixes and Improvements

Alongside these updates, we shipped a batch of refinements to keep everything running smoothly.

• Improved asset processing reliability

• Stronger error handling for Neos case imports

• Clearer logging and validation for Clio webhooks

• More accurate reputation and ratings displays

• Simplified sidebar navigation

• General performance and stability improvements across the platform

Quiet upgrades, but they add up.

This release focuses on making Quilia more reliable, more predictable, and easier to manage as teams scale. A lot of this work lives under the hood, but the impact shows up everywhere: smoother workflows, clearer controls, and fewer edge cases.

If things feel quieter lately, that’s the point.

Automation and Workflow Improvements

More automation with better guardrails so the system helps without getting in the way.

• Weekly release digest automation with AI-generated summaries and Slack notifications

• Sync Active Cases button now includes auto-sync interval protection and a confirmation dialog

• Consolidated batch sync functionality across all CMS integrations

• Automated messaging support for pending cases

• Phase message workflow support with Novu automation and message operation webhooks

• Configuration badges in message previews showing enabled features like FAQs, NPS surveys, and review prompts

Admin and Permissions Updates

Cleaner controls so the right people have access to the right tools.

• Configuration management now available to both admins and wizards

• “Send as firm” restricted to attorneys, admins, and wizards

• Subscriptions now support soft-disable instead of permanent deletion for safer recovery

• Team member filters now track selection by user ID to prevent duplicate-name conflicts

• Select all and deselect all controls added to team member filters

Integrations and Data Sync Enhancements

More resilient integrations with less manual cleanup.

• Clio integration now imports related contacts from matters, automatically creating client records for contacts with valid phone numbers

• Integrations now auto-initialize imports and subscriptions when first connected

UI and Case Experience Improvements

Small improvements that add up to a smoother day-to-day experience.

• Case status info modal with icon-based explanations for each status

• Location fields added for legal appointments

• CaseChat date separator formatting fixed for clearer timelines

• Max-width constraint added to the chat window for improved readability

General Improvements and Bug Fixes

A solid round of stability and polish across the platform.

• PDF generation crash in verification letters resolved

• Email subject alignment in message previews corrected

• Placeholder text added to translations for better localization consistency

• React key warnings in the dashboard activity chart and avatar component resolved

• Module resolution issues with MCP server packages fixed

• Build stability improved by moving esbuild to production dependencies

• False 500 errors in Novu subscriptions resolved

• Fuzzy matching added for client validation to prevent false negatives

• Rate limit middleware now gracefully handles optional API keys for public routes

Quilia now includes a full reputation management system integrated with Google Business Profile. This builds on the NPS and review collection features we introduced earlier in December.

Learn more about what this means and how it works: 👉 quilia.com/how-it-works/reputation-management/

Firms can now manage reviews from one place, trigger review requests at the right moments, and make it easy for clients to leave feedback without friction.

What’s new

• A centralized reputation management dashboard powered by Google Business Profile

• Location-based Google review links with smart organization fallback

• Short, shareable review links for texts, emails, and follow-ups

• Staff-level filtering and Google review assignments

• Automated NPS and Google review flows built directly into the mobile app

This gives firms a repeatable way to turn real client experiences into real reviews, without chasing links or juggling tools.

Platform Improvements

Alongside reputation management, we shipped a solid batch of platform upgrades.

• New API endpoints to retrieve request responses

• Improved message grouping and view count tracking

• Optimized phase message editor and translation experience

• Standardized date and time handling across the portal

Fixes and Refinements

• Resolved date and time display inconsistencies

• Improved handling of optional integrations during case creation

• Fixed edge cases in reputation workflows and OAuth handling

• Cleaned up UI and data consistency issues across Portal and Mobile

Client communication just got even easier across Quilia — whether your team is working in the portal, on mobile, or through our browser tools. This update brings new messaging capabilities, automatic follow-ups, better review collection, improved image support, expanded language access, and a smoother experience inside our Chrome and Firefox extensions.

Key Updates in This Version

Collect Feedback and Reviews Effortlessly

Firms can now request client feedback without leaving the conversation. This feature is part of our full Reputation Management system launched later in December.

• Ask for NPS scores directly inside messaging

• Prompt satisfied clients to leave a Google review

• Customize survey timing and flow

Why it matters:

This makes gathering client sentiment and building your online reputation easier and more consistent.

Automatic Follow-Up Messages for Unanswered Chats

Clients sometimes forget to respond — now Quilia reminds them automatically.

• Sends an SMS nudge when a CaseChat message hasn’t been answered

• Keeps clients engaged and reduces delays

• Helps staff spend less time chasing responses

Why it matters:

Important updates get seen, cases move faster, and attorneys get quicker replies.

Expanded Language Support: Hindi

Quilia is now easier to use for Hindi-speaking clients and staff.

• Full Hindi translation available

• More inclusive and accessible communication

Why it matters:

Firms can support a wider range of clients with a more comfortable experience.

Better Handling of iPhone Photos

HEIC images (the default on Apple devices) now display consistently everywhere.

• Automatic conversion for smooth viewing

• No more unreadable or missing images

• Clearer documentation for injury photos and uploads

Why it matters:

Your team can rely on consistent, error-free photo uploads from every client.

A Smoother Experience Across Chrome & Firefox

Your browser workflow is now faster, simpler, and more intuitive — whether your team uses Chrome or Firefox. We’ve brought the same communication improvements into the extension so everything feels seamless from portal → mobile → browser.

Faster, Easier Chat Management

• Quickly search conversations

• Start new chats more efficiently

• Navigate messages with less clicking

Why it matters:

Your team can respond faster and stay organized, especially during high-volume workdays.

Improved Image Viewing

• Images appear inline automatically

• Click/tap to view fullscreen

Why it matters:

Reviewing images — injury photos, documents, screenshots — is now much smoother.

Things To Keep In Mind

• Review and feedback prompts can be tailored to your preferences

• Automatic follow-ups help clients respond more reliably

• The Firefox extension is now available

• Image uploads from all devices now work consistently

What’s Next

We’re developing a feature that can pull key details straight from the documents clients upload. When a client submits something like a medical record, Quilia will recognize important information and help update the case automatically — such as identifying the medical provider, noting documented injuries, or linking related appointments.

This will reduce manual data entry and help ensure cases stay accurate and complete with far less effort from your team.

Managing cases, appointments, and documents inside the Quilia Portal is now faster, clearer, and more organized. This release focuses on upgrades that reduce manual work, improve accuracy, and make it easier for attorneys and staff to keep cases moving.

Key Updates in This Version

CasePeer Integration Enhancements

Importing CasePeer matters into Quilia is now much simpler:

• Paste a CasePeer case URL into Quilia and we’ll pull the case in automatically

• The Date of Incident displays before you import, helping confirm you’re selecting the right case

• Key case info syncs directly into the new Quilia file

Why it matters:

No more searching for case IDs or worrying about pulling in the wrong case. Imports are faster, clearer, and more reliable.

Neos Integration Enhancements

Neos-connected firms now have smoother and more consistent case imports.

What’s improved

• More reliable case import flow

• Better syncing of client and case information

• Standardized experience across all supported case management systems

Why it matters:

Firms using Neos now get the same seamless import and syncing experience enjoyed by other platforms.

Legal Appointments Calendar

A new centralized calendar makes it easier to manage legal appointments without switching tools.

What’s improved

• View and track appointment statuses in one place

• Helpful warnings when modifying confirmed appointments

• Cleaner layout combining start and end times

• Automatic status updates when changes are made

📌 Appointment UI previews

Why it matters:

Helps your team stay organized and prevents scheduling mistakes or conflicting updates.

Employment Case: Incident Log Page

Employment firms now have built-in tools for documenting workplace incidents.

What’s improved

• New incident log page inside employment matters

• Structured fields for documenting incident details and evidence

Why it matters:

Keeps employment cases organized and ensures important details never get lost in emails or scattered files.

Enhanced Asset Viewing (Unified Lightbox Gallery)

A brand-new gallery lets you view all photos, documents, and videos in one place.

What’s improved

• One unified gallery for images, videos, and PDFs

• Quickly move between different types of evidence

• No external apps needed

📌 Preview of the new gallery

Why it matters:

Reviewing case evidence is now simpler and much more efficient — ideal for attorneys preparing demand packages or negotiating with adjusters.

Bulk Team Member Import with AI Column Mapping

Adding new team members to Quilia is now effortless — especially for growing firms.

What’s improved

• Upload a CSV or Excel file and Quilia will recognize the correct fields automatically

• Supports flexible formats — no strict templates required

• Detects duplicates and updates existing users

• Automatically resends invitations when needed

📌 Bulk import preview

Why it matters:

Law firms can onboard staff in minutes instead of entering each person manually. Perfect for expanding firms or those with large support teams.

General Workflow Improvements

We’ve made a series of updates across forms, case activity, and overall portal usability to make day-to-day work smoother for your team.

What’s improved

• License plate field added to vehicle records for more complete documentation

• New date/time and location fields for incident reports

• Built-in lightbox viewer for incident photos and evidence

• Pain score filter now defaults to “all time”

• Search bar added to Activity Logs for faster lookups

• Pagination for long-running or high-volume cases

• Faster loading across large case histories

• New forms and galleries now available across all case types

• Appointment status updates are clearer and easier to follow

• All imports from connected case management systems use a unified, simplified flow

Why it matters:

These enhancements make it easier to capture complete information, review case details quickly, and keep your entire team aligned with less clicking, less searching, and fewer workflow interruptions.

What's Next in Quilia

We’re developing a feature that can pull key details straight from the documents clients upload. When a client submits something like a medical record, Quilia will recognize important information and help update the case automatically — such as identifying the medical provider, noting documented injuries, or linking related appointments.

This will reduce manual data entry and help ensure cases stay accurate and complete with far less effort from your team.

Managing client updates and forms just got easier. This release introduces Custom Requests — a faster, more flexible way to collect information from clients.

Key Updates in This Version

Custom Requests

Create and send digital forms directly from the Quilia Portal — no emails, no PDFs, no paper trails. Whether it’s a TBI update, injury check-in, discovery request, or post-settlement feedback, you can now collect exactly what you need in minutes.

• Build forms with text boxes, drop-downs, checklists, or uploads

• Send instantly to clients with push notifications

• Clients fill out and upload files right from their phone

• Submissions appear in your Requests tab and sync back to your case management system

Why it matters: Custom Requests give firms total flexibility to gather client information at any point in the case — turning what used to be multiple phone calls or email threads into one quick digital exchange.

View Every Request in One Place

Stay on top of every request, response, and upload from the Requests page. See who it was sent to, when it was completed, and what’s still pending.

📌 Access the full history of client interactions at a glance — keeping every update organized and case-ready.

Why it matters: Visibility across every open request helps your team stay organized, manage deadlines, and avoid duplicate outreach.

Design Custom Forms in Minutes

Easily create digital versions of your firm’s most-used forms — from check-ins and questionnaires to interrogatories and discovery requests. Save them as templates and reuse them across future cases.

Why it matters: Reusable templates cut down on repetitive admin work and keep your client data collection consistent.

Clients Respond Instantly From Their Phone

Clients get a push notification, open the Quilia app, and complete everything right from their phone. No printing or scanning — just tap, fill, and submit.

Why it matters: Faster client responses mean your team can move cases forward without waiting on follow-ups or lost attachments.

Things To Keep In Mind

• Templates can be saved and reused across future cases

• Notifications help clients respond faster

• Responses sync instantly back to your firm's portal and CMS

What's Next in Quilia

We’re adding in-app signatures — making it even easier for clients to sign and return documents directly through the Quilia app.

No downloads, no printing — just quick, secure signatures that appear back into your case management system.

This update adds real-time translation, a redesigned chat interface, and more reliable notifications to CaseChat. Your team can now communicate with clients in their preferred language directly within the app.

Key Updates in This Version

Real-Time Translation

Now your team can communicate seamlessly with clients in their preferred language, no matter what they speak.

• Instantly translates client messages into your chosen language

• Smart detection automatically identifies and routes different languages

• Staff and clients can set their language preferences once and stay consistent

Why it matters: Personal injury firms serve diverse communities. With real-time translation, your team can build trust and accuracy from the very first message — without hiring interpreters or juggling external tools.

A Modern Chat Experience

CaseChat has been redesigned to look and feel more intuitive, whether you're at your desk or on the go.

• Cleaner layout with clearer message organization

• Streamlined file sharing for faster document handoff

• Responsive design optimized for mobile and desktop

📌 CaseChat is available wherever you work best — in the Quilia Portal, through the CaseConnect Chrome extension, or via the attorney login on our mobile app.

Why it matters: A faster, cleaner interface means less time digging for messages and more time focused on the client.

CaseChat Activity Log

Stay fully up to date by checking the Activity Log from CaseChat.

• See every client action in one timeline — from messages to uploads

• Track read receipts so you know when clients have viewed your updates

• Keep case communication organized and easy to review

Why it matters: The Activity Feed gives your team complete visibility into client communication, so nothing gets overlooked.

Other Enhancements

• Faster chat loading and smoother performance

• Recent messages always appear at the top of each conversation

• Attachments now open reliably across all devices

• Added a search bar to the attorney login on the app for easy client-message look up

What's Next in Quilia

We're working on new features to give your firm even more flexibility:

Requests — Custom, On-the-Spot Forms

• Digitize any paper form your staff currently uses

• Instantly request documents, updates, or details directly in Quilia

• Keep client responses organized, case-ready, and tied to the matter at hand

📌 Update: Custom Requests launched in October 2025. See Custom Requests Are Here for details.

We’ve rolled out updates designed to save your firm time, improve client communication, and keep everyone on the same page. This release includes:

• AI-powered case summaries for instant insights

• SmartAdvocate integration to manage cases in one place

• Improved phase messaging for faster, more reliable client updates

Key Updates in This Version

AI-Powered Case Summaries

See the most important case updates instantly — without searching through case files.

Why it helps:

• Instant insights into case progress

• Spot key client activity at a glance

• Spend more time on strategy, less on sorting info

📌 Tip: Head to Settings → Email Preferences → toggle on AI-Powered Summaries → click Save Preferences

SmartAdvocate Integration

As previewed in our August release, Quilia now connects directly with SmartAdvocate.

What this means:

• Manage cases and messages together in one place

• Eliminate duplicate data entry

• Reduce admin work and improve efficiency

New Integration Tools & Guides (For Partners)

For firms with custom-built case management systems, Quilia now supports secure API connections — that’s a safe way for different systems to talk to each other. We’ve also added step-by-step guides so your tech team or partners can easily build custom dashboards, reports, and firm-facing tools.

What's inside:

• Step-by-step guides for connecting Quilia

• API key support for secure, flexible integrations

• Build custom dashboards, reports, and firm-facing tools

📌 Tip: Head to Settings → API → click View Documentation to access API documentation

Improved Phase Messages

Phase messages are now faster and more reliable, ensuring your clients receive timely, accurate updates every time.

Now you can count on:

• Accurate status tracking for every message

• Timely delivery of client updates

• Better communication continuity across your firm

What's Next in Quilia

We’ve got something new in the works that takes client updates to the next level. Case Signal delivers smarter, more timely insights that help you stay ahead and fill in the gaps before they even appear. It’s coming soon — stay tuned.

We're also making it easier to manage clients with multiple cases — and cases with multiple clients. These updates give your team greater visibility into client activity and streamline your workflows.:

• A case can have multiple clients (case members).

• A client can belong to multiple cases.

These updates make it easier to manage cases with multiple clients and clients with multiple cases.

This update adds a reporting dashboard with monthly trend charts, automated SMS follow-ups for client onboarding, and language detection for intake forms.

Key Updates in This Version

Enhanced Reporting Dashboard

Get a clearer view of case performance with our upgraded reporting dashboard:

• Monthly trend charts to track case activity at a glance

• Manager-level filtering to drill into team performance

• Interactive charts that update as you filter data

Why it matters: Attorneys and managers can spot trends, monitor workloads, and make data-driven decisions without digging through spreadsheets.

📌 Tip: Log in to the Portal and you'll see the new Reporting Dashboard by scrolling to the bottom of the page.

Automated SMS Follow-up System

Our new intelligent SMS scheduling system automatically sends reminders to clients who haven’t completed intake steps after their initial invite.

• Boosts client adoption rates from day one

• Keeps case intake moving without manual follow-up

• Reduces time spent chasing responses

Intelligent Language Detection

Our system now automatically detects the language used in intake forms to better support multilingual clients.

• Automatically identifies client language preferences

• Ensures clear, accurate communication from the very first interaction

Why it matters: The system handles language preferences automatically so staff don't need to configure anything manually.

Other Enhancements

• Required Documents are now Requested Documents for a friendlier, client-first tone

• Resolved refresh token issues for Smokeball for reliable syncing

• Database and memory optimizations for a quicker, more responsive Portal experience

What’s Next in Quilia

We’re expanding Quilia’s flexibility with upcoming integrations and AI-powered tools designed to fit your existing workflows — from custom API connections to seamless SmartAdvocate syncing and smarter client activity summaries.

AI-Powered Client Activity Summaries

For firms using Client Activity Digest emails, staying on top of client updates just got easier.

• Get a concise AI-generated summary of client activity each morning

• Spot the most critical updates without scanning long lists

• Keep personal injury cases moving with faster insights and less manual work

Public API Access

Soon, firms with custom in-house case management systems will be able to integrate directly with Quilia.

• Seamlessly connect your existing workflows

• Keep case and client data in sync automatically

• Reduce manual updates and duplicate entry

SmartAdvocate Integration

For firms using SmartAdvocate, syncing case data is about to get easier.

• Automatically import cases, clients, and staff details into Quilia

• Keep case progression updates aligned in real time

• Create a unified platform for client communication and case tracking

📌 Update: SmartAdvocate integration launched in September 2025. See AI Summaries, SmartAdvocate Integration, and Faster Messaging for details.

This update adds a Pain Score Chart for tracking client recovery, witness photo uploads, automated SMS reminders, and real-time case phase syncing from Neos.

Key Updates in This Version

Pain Score Chart for Personal Injury Cases

Clients can now log their daily pain levels (0–10) in the Quilia app, creating a clear, visual timeline of recovery that shows:

• Pain trends over time

• Peaks and improvements tied to treatment milestones

• Visual context that strengthens demand packages and case narratives

Why it matters: Attorneys get time-stamped, client-entered pain data without manual check-ins. This helps build stronger medical narratives and supports more persuasive settlements.

📌 Tip: In the Quilia app, go to the Treatment tab and select Pain Tracking to view the chart.

Witness & Other Driver Photo Uploads

Clients can now upload photos of witnesses or other drivers directly from their device into the Quilia app.

• All visuals are stored in one organized location

• Photos are instantly accessible for negotiations or litigation prep

• Reduces reliance on email or text for critical evidence

Why it matters: Gathering supporting visuals no longer depends on the case manager chasing them down. Everything is organized, searchable, and case-ready.

Automated SMS Invitation Follow-Ups

Our new automated text reminders send follow-ups to clients who haven’t set up the app after the initial invite.

• Boosts client adoption rates

• Reduces time wasted on manual follow-up

• Keeps your caseload moving without extra admin effort

Why it matters: You’ll see more clients engaged in the app from day one, which means more complete case files and fewer delays.

Neos Case Phase Sync

Phase changes in Neos now sync automatically into Quilia.

• Automatic sync keeps both systems aligned in real-time

• Manual sync option available for on-demand updates

Why it matters: You’ll never have to wonder if case statuses match between Neos and Quilia, making reporting and client updates more reliable.

Other Enhancements

• Faster case pages in the attorney portal for smoother navigation

• More reliable client activity digests with improved delivery

• Enhanced provider search in the app for quicker lookups

What’s Next in Quilia

We’re building on this release with features that make personal injury case management software even more proactive and attorney-friendly.

Granular Analytics & Custom Dashboards Tailor your reporting view, track case manager performance in detail, and identify trends in client engagement.

Intelligent Appointment Reminders Clients will get automated nudges before appointments to prepare, plus post-appointment prompts to update their case.

More Reliable Notifications Switching from push notifications to on-device background tasks so critical updates are delivered without fail.

AI Summaries for Email Digests Personalize your daily email summaries to highlight the activity that matters most. Get a clear, AI-powered snapshot of client progress, case changes, and key follow-ups—so you know exactly where to focus your efforts each day.

📌 These updates are designed to give you deeper insight into your caseload and keep clients actively engaged—without adding extra work for your team.

This release brings two big upgrades to the Quilia Portal:

• Client Activity Digests are delivered via email, so attorneys and staff can stay in the loop

• Full mobile optimization of the attorney dashboard for case management on the go

We also officially launched our Partner Program, allowing you to earn referral rewards by introducing other firms to Quilia.

📬 Client Activity Digests

Stay informed without logging in. Quilia now sends daily or weekly digests with a summary of key updates from your assigned clients:

• New messages

• Form submissions

• Document uploads

• Scheduled appointments

• And more — all in one place

You can adjust your preferences at any time under Portal Settings > Email Notifications.

📱 Mobile Dashboard Optimizations

The attorney's view in the Quilia Portal now works beautifully on phones and tablets.

• Simplified navigation for mobile

• Touch-friendly buttons and forms

• Responsive layouts on every screen

🧠 Pro tip: Law firm team members can also log in using the Quilia mobile app for easy, on-the-go access.

🔗 Smokeball Integration (For Partners)

Our Smokeball integration is now fully live.

Firms using Smokeball can now:

• Create cases and clients automatically from new matters

• Sync case stage updates in real time

• Upload documents directly into Smokeball

• Send client activity from Quilia to the Smokeball case file

Have a firm in mind? Let them know we’re integrated.

🤝 Partner Program Now Live

Love Quilia? Now you can share it — and get paid.

Join the Quilia Partner Program and earn a 40% referral fee on your first 10 referrals. Send other firms our way and help them upgrade their client experience.

🔗 Join the Partner Program

🛠 Other Enhancements

• Improved case import reliability

• Support for multiple open cases per client

• Cleaner case types and imports (especially for Neos users)

• Expanded admin tools for multi-location firms

📈 What’s Coming Soon

We’re rolling out additional automation tools to help firms stay connected without extra effort. Coming soon:

• Recurring treatment check-ins

• Deadline alerts

• Smart reminders based on case activity

These features will build on your existing preferences — no extra setup needed.

Version 4.3.3 is now live on iOS and Android. This update adds Case Referrals, Scheduled Mass Messaging, Post-Case Client Mode, notification fixes, and Android display improvements.

🚀 What’s New

🤝 Case Referrals – Turn Clients Into Advocates

Clients can now refer friends or family directly through the app by submitting contact info, case type, and incident details. Those referrals land right in your intake flow, so no one's left hanging and your team stays in control.

No more “Hey, my cousin needs help…” with nowhere to go. Now it’s built-in, fast, and professional.

🔗 Attorney Share Integration – Smart Routing, Live Now

Referrals just leveled up. With our new Attorney Share integration, if a client refers someone for a case type your firm doesn’t handle, we’ll instantly route that referral to a trusted attorney in the network.

• Client submits a referral through the app

• If it’s not your firm’s focus, we match them with a vetted attorney

• The referred person gets help—fast, no dead ends, no follow-up needed

You get the benefits of expanded referrals without any admin drag. Your firm stays at the center of the relationship.

📅 Scheduled Mass Messaging – Stay Ahead of the Curve

Building on Mass Messaging from our June release, you can now schedule firm-wide messages to go out at a set time—no manual follow-up needed.

Use it to:

• Announce office closures for holidays, events, or weather

• Share firm-wide updates or policy changes

• Notify clients during system maintenance or downtime

It’s like a digital receptionist that never sleeps—clear, proactive communication, handled automatically.

🧾 Post-Case Client Mode – Keep the Relationship Going

When a client’s case is marked closed, the app now transitions into a branded digital business card for your firm.

Clients can:

• Refer friends and family using the same built-in flow

• Stay subscribed to newsletters and firm updates

• Keep your contact info handy for future needs

Your firm stays top of mind—no separate tool, no extra follow-up needed.

🔧 Bug Fixes – Smoother Notification Setup

iOS Notification Setup Resolved an issue where the “Enable Notifications” button could freeze during setup. Notification preferences now work seamlessly across all iOS versions.

Notification Badge Fix Fixed lingering badge counts that made it seem like there were unread messages. Badge numbers now match reality.

🌍 International Enhancements

• Expanded translation support for English, Spanish, Korean, Thai, Simplified Chinese, and Traditional Chinese

• Improved edge-to-edge display support on Android for a cleaner, more consistent visual experience

🛠️ Technical Improvements

Android Layout Upgrades Edge-to-edge compatibility now provides a more modern, polished app feel across Android devices.

Notification System Overhaul Strengthened our notification infrastructure—improving current reliability and laying the groundwork for future background alerts and automated client messaging.

📈 What’s Next

Now that Attorney Share integration is live, we’re focused on features that deepen client relationships and help your firm stay connected at scale.

Coming Soon:

• Automated, Event-Based Messaging Send the right message at the right time—like a 60-day check-in after onboarding, or a birthday message that feels personal without any manual work.

These updates help you turn one great case into many—without adding to your team’s workload.

First Over-the-Air Production Release

Quilia version 4.3.2 marks the first production feature shipped via over-the-air (OTA) deployment, bypassing app store review delays. This release also introduces Mass Messaging for law firms.

📢 New Feature: Mass Messaging for Law Firms

Say hello to Mass Messaging, a powerful way for firms to broadcast updates to all active clients—ideal for office closures, emergencies, or just staying ahead of the “what’s going on with my case?” emails.

Built from feedback by Jordan at Dubo Law, this feature lets attorneys and staff:

• Send firm-wide announcements instantly

• Deliver messages straight into each client’s Quilia inbox

• Keep clients informed even when the office is closed or slammed

Bottom line: better communication, less one-off follow-up chaos.

🛠️ Under the Hood: Technical Wins

✅ First OTA Production Release

We’re officially live with OTA deployment, meaning updates now go directly to users without needing to push a new app version. That means faster delivery of fixes and features—just like this one.

🔧 Build Improvements (v4.3.3)

• Dual builds for production + dev environments

• Fixed iOS notification setup quirks

• Improved Android edge-to-edge UI support

• Early foundations laid for future background notification support

Dev builds are now posted to our GitHub and can be installed alongside the live app for seamless testing. No more uninstalling, no more switching—just test what’s next while keeping what’s live.

🔭 What’s Coming Next

We're laying the groundwork for a case referral system that lets clients refer friends or request help right in the app. It'll include:

• Tight integration with Attorney Share

• Smart email workflows so firms and clients stay in sync

• A clean, professional experience from start to finish

This is the first step toward a referral engine that grows your client base from within—powered by trust and word-of-mouth, not just ads.

📌 Update: Case Referrals launched in July 2025. See Case Referrals Launch and Scheduled Mass Messaging for details.

• Multi-Plaintiff Case Handling: Introduced the ability for cases to have multiple plaintiff users connected, enhancing collaboration and case management for complex situations.

• Medical Conditions Tracker: Launched a new feature for users to track and manage their medical conditions within the app, contributing to a holistic view of their health journey in relation to their case.

• Vehicle Storage Option: Added a new option for users to securely store and manage information about their vehicles, streamlining case-related asset management.

• Law Firm to Client One-Directional Messages: Implemented a feature allowing attorneys or staff to send messages to a client without enabling a response through the app, facilitating essential communication while respecting professional boundaries.

• Multiple Employer Tracking: Added functionality for users to track multiple employers, aiding in employment history management within personal injury cases.

• Enhanced Date Format Handling: (Note: Included for consistency but removed based on previous instruction)

• Improved Spanish Translations: (Note: Included for consistency but removed based on previous instruction)

• User Time Zone Tracking: (Note: Included for consistency but removed based on previous instruction)

• Enhanced App Functionality: Significant updates to the Sign-in, Accidents, Daily Record, and Profile screens for a smoother user experience.

• Improved Database and API: Upgraded our Supabase database and API for better performance and security.

• Streamlined Backend: Cleaned up old files and codes for a more efficient app backend.

• Pain Scores and Treatment Tracking: Restored functionality for PainScoresScreen and updated treatment screens with new API.

• User Interface Enhancements: Fixed display issues and updated user interface components for better navigation and visual appeal.

• Advanced Time and Date Handling: Corrected time display issues and introduced better date and time management in the app.

• New Features: Added avatar upload, birthdate input, and enhanced PDF generation and download functionalities.

• Video Upload Re-enabled: Now you can upload videos again, with improved handling and display.

• Organizational Information Display: Updated to show organization information more effectively.

• Continuous Improvements: Numerous other fixes and refinements to ensure the app runs smoothly and efficiently.

• Help Modals Description Updates: We've improved the language in our help modals to make them shorter and more effective. This should make it easier for you to find the information you need.

• Improved Pain Score Emojis: We've updated the emojis used for pain scores to better represent each level of pain. This should make it easier for you to accurately describe your pain level.

• Sorted Pain Scores: When adding a new pain score, the options are now sorted from highest to lowest, making it easier for you to select the most accurate score.

• Added Pain Description: We've added a description to the pain score selection element to help you better understand each level.

We've renamed the Impact Journal to "Daily Record" to better align with its purpose and make it more intuitive for you.

📋 Updates

1. Daily Record: The Impact Journal is now called "Daily Record."

2. UI Reordering: The buttons on the bottom navigation have been reordered for easier understanding.

3. Updated Instructions: We've updated instructions throughout the app for better clarity.

4. Data Entry Prioritization: Pain scores are now above appointments, and employment details are above missed times.

5. New Missing Time Option: Added "pain" as an option for reasons for missing time from work.

🛠️ Fixes

1. Date Picker Fixed: Resolved an issue with the date picker in scheduling appointments, now allowing for future date and time selection.

We’ve added a new Wage Loss Tracking feature to help clients and attorneys document income lost from missed work due to injuries. This update makes it easier to track time off, keep accurate records, and generate verification letters.

Wage Loss Tracking 🕒💸

Missing work for appointments, attorney visits, or clinic visits can have a major financial impact. Now you can log those details directly in the app.

Features include:

• Reasons for Missing Work: Choose from appointment, attorney visit, or clinic visit.

• Hours Missed: Enter the number of hours missed (decimal format).

• Add Notes: Include extra details if needed.

• Date Selection: Pick the date the absence occurred.

• Running Log: View all entries in one place.

• Total Missed Time: See the total hours missed at the bottom of the log.

New Verification Tabs 📄

To strengthen wage loss claims, clients can now generate letters for both medical and employer verification.

• Doctor Verification Letter: Have a doctor confirm that time off work was medically necessary.

• Employer Verification Letter: Have an employer confirm missed time and calculate wage loss.

• Based on valuable client feedback, we've renamed "Attorney Updates" to "Impact Journal."

• The new name better encapsulates the feature's purpose: to help you document the effects of your injuries on your daily life.

• Updated feature descriptions for enhanced clarity and understanding.

• Attorney Update Overview Tab: Adjusted the gap to prevent text from overrunning into the right carrot.

• Doctor Verification Button: Disabled the "doctor verification" button to avoid confusion, as it's not currently functional.

• Twitter References: Updated all references to "Twitter" with "X (Twitter)" throughout the app.