Wednesday, May 6, 2026
Delegate Activation, Smokeball Imports, Heavy-Case Reliability
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May 6, 2026Portal
A focused follow-up on top of last week's Case Delegates and Task Lists. The activation flow for dormant delegates lands, Smokeball joins the matter-import dialog, and a few reliability fixes clear the most painful drag points on heavy cases.
Activate Dormant Delegates from the Case Detail Page portal
Last week's Case Delegates ship included a "dormant until activated" tier, the path you use for successor trustees, executors, and anyone with visibility but no acting authority until a triggering event. Add, edit, and remove landed last week. This release adds the activation flow.
- One-click Activate, only on dormant rows: a green check-circle button shows up alongside Edit and Remove on dormant delegates. Active delegates do not see it.
- Two sections in the Delegates rail: "Delegates" for active rows and "Pending activation" for dormant ones, with a muted hourglass treatment so the people waiting on a triggering event are visually distinct.
- Confirm dialog with optional promotion: clicking Activate opens a confirm dialog. There is an opt-in checkbox to promote a view-only delegate to full access at the same moment, and the confirm copy live-updates as you toggle it so it always reflects the final access level you are about to grant.
- Invite SMS held back until activation: when a delegate is added in dormant mode, the invite SMS is held back at add time. Activation fires it now, so the delegate gets onboarded the moment they actually need access, not weeks earlier when the attorney first added them as a contingency.
- Audit-trail row in the activity feed: every activation writes a row to the primary client's activity feed alongside the existing add, tier-change, and remove rows.
Smokeball Matter Import in Add New Case portal
Smokeball was the only connected CMS in the Add New Case dialog still falling through to the "Import functionality not yet available" placeholder. Fixed.
- Accepts a raw matter UUID or a Smokeball Cloud URL: paste either the bare UUID or a
https://app.smokeball.com/matters/<uuid>URL. The dialog parses both shapes. - Pre-checks for already-imported cases: the dialog confirms a matter has not already been linked to a Quilia case before offering the Import button, so you cannot accidentally double-import.
- Disables Import on incomplete matters: the button is disabled with a helpful reason when the matter has no matter type, no primary client phone, or is in a Closed, Cancelled, or Deleted state. Same disqualifiers the import task itself would reject for, surfaced upfront instead of after a failed run.
Reliability Fixes portal
- Case activity feed stops timing out on heavy cases, fixing the 8-second timeout some cases were hitting.
- Edit User email stops drifting out of sync with the address users actually sign in with. Resend Invite now gives actionable copy when there is an email change in flight.
- Switching orgs from a deep-linked case or client page no longer bounces you to sign-in.
- Smokeball settings page stops 401-ing after an hour while you have it open.
- Activity feed renders "Delegate added" properly instead of
delegate_added.

