Health Check-ins, Data You Can Trace to Quilia, a Unified Tasks Workspace, and Calendar Sync

Nine portal releases shipping together (2026.6.2 through 2026.6.10). The headline work makes a client's recovery easier to read at a glance, shows your team exactly which case data Quilia contributed, and turns scattered task tools into one workspace. Alongside it: appointments that sync to your CMS calendar, forms that build and send themselves, automatic satisfaction surveys, and a long list of integration and reliability fixes.

Health Check-ins on the treatment timeline

The daily "pain score" on a client's treatment timeline is now a full Health Check-in. Each entry surfaces the client's mood and reported symptoms alongside the overall pain score and a pain rating for each individual injury, so a case manager can see not just how much a client hurts but how they are actually doing.

The Check-ins tab now leads with a stat strip above the chart, showing latest pain, latest mood, the pain trend, and the check-in count, so you can read how a client is trending without opening every entry. That richer picture also flows into the case-activity feed, which labels these as Health Check-ins, and into the AI case summary, which now reflects the client's recent mood, symptoms, and injury ratings.

See what Quilia added, field by field

When Quilia's AI fills in case data, your team can now see it. A new "Added by Quilia" mark labels details that Quilia contributed, so you and your case management system always know what came from the firm versus what Quilia supplied.

It started with medical providers pulled from an uploaded document and now extends to vehicle data. When Quilia decodes a VIN, fills in a year, make, and model, or pulls a photo from a license plate, those fields carry the mark in the activity feed and on the vehicle display inside the portal, where they show as a verified-source chip. Attorney-triggered look-ups in the Edit Vehicle form earn the mark too, and if you correct one of those fields by hand, the mark comes off it. Client-entered fields stay unmarked.

One unified Tasks workspace

The old "Task Lists" area is now simply Tasks: one place that shows standalone action and upload tasks right alongside full task lists. A new single-task dialog lets you send one to-do to a client with a built-in client and case picker, and case options show the CMS matter name with date-of-incident context so you pick the right case at a glance.

You no longer need to build a whole list or save a template to send a quick reminder. A Send a task button on a case's Requests page lets you type a task ("Confirm you scheduled your MRI"), add optional instructions or a link, and send. Existing task-list bookmarks keep working through automatic redirects.

Plain task completions finally reach the case feed, too. Until now only document, form, and signature submissions showed up, so simple "mark complete" tasks and any action item inside a task list were invisible to the firm. Now when a client checks off a task, your CMS case feed shows it, along with any optional note the client left ("saw Dr. Lee Tuesday, back in 2 weeks").

Smarter Clio task automation

For firms on Clio, sending a task list now creates an open "waiting on the client" task on the matter right away, so your Clio board reflects where each client actually stands. When the client finishes, Quilia checks that task off and opens a fresh task for your team to review.

You control each side independently with two switches, "When sent, open a Clio task" and "When complete, create a Clio task," each with its own title and description, and the on-send task can carry an optional due date. All of these settings travel with a task list when you save it as a template.

Forms that build and send themselves

Reusable form templates now have an Auto-send control in the Form Builder. Pick when a form should fire (when a case opens, closes, or changes phase) with an optional day offset, and every matching case gets that form automatically. Turn it off anytime and anything already queued is cancelled.

Building a form is faster as well. The New Signature Request and New Form modals lead with a drag-and-drop PDF upload that goes straight into Smart Extract, which now also accepts screenshots and photos (PNG, JPG, WebP), so you can snap a picture of a paper form and it builds the questions. Copy Web Link is now a visible button on every sent request row, "Form Requests" is now just "Forms," and the "Request Builder" is now the Form Builder.

Automatic NPS surveys

Reputation has a new Automatic NPS setting. Pick a cadence (every 30 days by default) and clients with an open case get the satisfaction survey in the app on their case anniversary, nudged by a push notification during their daytime hours. It is push-only, so there is no SMS or message to write and no more hand-creating a recurring message for each firm.

Appointments on your CMS calendar

Firms can now opt in, per integration, to push Quilia appointments onto their CMS calendar, starting with Clio. Synced entries carry a useful title, location, and description built from the appointment's provider and type, and Clio entries are tagged with type-aware Quilia event types, ℚ Medical and ℚ Legal, each with its own color so you can recognize and filter them.

Entries land on the calendar of the attorney responsible for that case, rather than the integration's connected user, so they show up where that attorney actually looks. Appointments also now have a dedicated online meeting link field for remote depositions, Zoom mediations, and telehealth visits: staff paste the link once, and the client gets a tappable Join button in the portal and the app.

Prescriptions and a clearer activity feed

Medications a client adds in the app now show up as prescriptions in your activity feed and CMS feed, listing the medication, dosage, frequency, duration, instructions, and prescribing provider, instead of a generic "added case details" entry.

The feed is more trustworthy in other ways too. It now marks a request "Completed" only when a client actually submits it, not when they merely open it, and it keeps client and sender names properly capitalized in both the Feed and List views.

Smokeball parity and integration reliability

Smokeball firms now get more of the safety nets available across Quilia's other integrations: scheduled daily CaseChat exports, broader matter-staff discovery, staff refreshes during normal sync, and recent-matter polling to catch imports a webhook missed. Smokeball cases also show the real matter number, title, and description throughout the portal, duplicate feed memos no longer post twice, and co-client phone warnings now surface in the import dialog instead of being dropped silently.

Across integrations, stuck SmartAdvocate message attachments now retry automatically, recovered incidents clear from the Integration Health Digest on the next run, and the Cases list shows the resolved Quilia case type instead of Filevine's broad parent project type. Clients who belong to more than one firm can now sign in reliably, and MyCase document uploads, which had quietly been failing since April, work again.

Clearer billing

Pay-per-case billing now starts at the right moment: an imported client can remain pending without a charge, and billing begins once, when the client is first invited or opens the app, whichever comes first. The billing page explains this rule for pay-per-case firms, and the billing card now shows contract price overrides or scheduled renewal pricing instead of a technical $0/year placeholder.

For partners and AI agents

Quilia's public API and MCP server are now a much better interface for working with a case. Integration partners and AI assistants can read a case's documents and their case-manager memos, resolve a client and pull their case summary in a single call, follow a client's treatment status, read their case notes, and send a client a one-off task. Cross-firm boundaries on these endpoints were tightened so a request only ever touches data belonging to the API key's firm.

Reliability and fixes

• Requests and forms. A form built right after a signature request in the same session no longer sends against the wrong template, so forms reliably reach clients. Publishing a request that was already created now shows a clear message, and Requests sub-pages have a proper back arrow.
• Chat notifications. Photo and document messages sent without a caption now summarize the attachments ("3 photos," "2 attachments") instead of arriving as empty alerts.
• Damage photos. The Incident → Vehicle Damage gallery lets you open, close, and re-open photos freely again.
• Staff invites. Invites no longer stall on a leftover login record with no active user, so the rest of a batch goes through.
• Reputation at scale. The Reputation dashboard and per-case-manager NPS view now load for firms with large caseloads.
• Salesforce and Litify. Firms that store a client's preferred language on the matter now import it correctly, with a setting to point Quilia at the right field.
• Organization switcher. The search box no longer loses focus or jumps after a keystroke.