Quilia + Actionstep: Better Together
See how Quilia and Actionstep work together to improve client communication and streamline your practice.
Actionstep automates your workflows. Quilia automates client engagement. Workflows trigger client actions, client actions feed back into workflows.
What Actionstep offers: Actionstep offers a client portal for document sharing and basic communication. Workflow automation handles internal processes.
Why Use Quilia with Actionstep?
- ✓Connect via Zapier for data sync
- ✓Workflows can trigger client engagement
- ✓Client actions can update Actionstep
- ✓Treatment tracking enhances PI practice
- ✓Multilingual support for all clients
What Your Clients Can Do
Quilia turns passive clients into active participants. Here's what clients can actually do in each platform.
| Client Action | Quilia | Actionstep |
|---|---|---|
| Log medical appointments and treatments | ✓ | ✗ |
| Upload photos and documents when prompted | ✓ | Basic upload |
| Complete intake tasks from their phone | ✓ | ✗ |
| Use app in their native language (10+) | ✓ | ✗ |
| Watch educational videos about their case | ✓ | ✗ |
| Receive automatic appointment reminders | ✓ | ✗ |
| Get push notifications for case updates | ✓ | Workflow-based |
| Message their legal team securely | ✓ | ✓ |
How Quilia Automates Client Engagement
Every client action is work your team didn't have to do. Here's what happens automatically with Quilia.
What Each Platform Does Best
| Feature | Quilia | Actionstep |
|---|---|---|
| Client Mobile App | ✓ | Portal |
| Treatment Tracking | ✓ | ✗ |
| Automated Case Updates | ✓ | Workflow-based |
| Client Portal | ✓ | ✓ |
| Workflow Automation | Basic | ✓ |
| Document Automation | Basic | ✓ |
| Multilingual Support (10+) | ✓ | ✗ |
| Daily Feed Updates | ✓ | ✗ |
Complementary Strengths
Quilia Provides
- ✓Treatment tracking for injury cases
- ✓Automated prompts get clients to act
- ✓10+ languages for diverse clients
- ✓Educational videos reduce confusion
- ✓Triggers can connect to workflows
Actionstep Provides
- ✓Actionstep has powerful workflow automation
- ✓Actionstep offers document automation
- ✓Actionstep includes integrated billing
The Bottom Line
Actionstep runs your workflows. Quilia engages your clients. Connect them via Zapier for a practice where internal automation and client engagement work together.
Frequently Asked Questions
Does Actionstep have a client portal?
Yes, Actionstep has a client portal. Quilia adds a mobile app with treatment tracking, automated reminders, 10+ languages, and educational videos.
Can Quilia connect to Actionstep?
Yes, via Zapier. Actionstep workflows can trigger Quilia engagement, and client actions can update Actionstep records.
How do workflows and engagement work together?
Actionstep automates internal processes. Quilia automates client-facing engagement. When a workflow milestone hits, Quilia can notify the client. When a client takes action, data can flow back to Actionstep.
Ready to Use Quilia with Actionstep?
See how the Quilia + Actionstep integration can transform your client communication.