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Quilia + Filevine: Better Together

See how Quilia and Filevine work together to improve client communication and streamline your practice.

Filevine automates your workflows. Quilia automates client engagement. Clients log treatments, complete tasks, stay informed. Your workflows stay clean because clients do the work.

What Filevine offers: Filevine recently launched a Client Portal with phase-change messaging automation. VineConnect provides additional client communication features. Both are workflow-focused rather than engagement-focused.

Why Use Quilia with Filevine?

  • Filevine workflows can trigger Quilia engagement
  • Client actions sync back to case files
  • Treatment tracking without custom Filevine setup
  • Quick Quilia setup complements longer Filevine implementation
  • 10+ languages extend Filevine's reach

What Your Clients Can Do

Quilia turns passive clients into active participants. Here's what clients can actually do in each platform.

Client ActionQuiliaFilevine
Log medical appointments and treatmentsCustom setup
Upload photos and documents when prompted
Complete intake tasks from their phoneLimited
Use app in their native language (10+)Limited
Watch educational videos about their case
Receive automatic appointment remindersVia workflows
Get push notifications for case updates
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.

1
Treatment reminders sent automaticallyClient logs their doctor visit
Treatment data syncs to Filevine without custom setup
2
Document request at case milestoneClient uploads photos from their phone
Docs land in case file, workflows stay clean
3
Intake task assignedClient completes form on their phone
Data flows into Filevine fields
4
Case phase changesClient gets notification automatically
Fewer support calls, clients stay informed

What Each Platform Does Best

FeatureQuiliaFilevine
Client Mobile AppPortal
Treatment TrackingCustom setup
Automated Case UpdatesWorkflow-based
Client Portal
Multilingual Support (10+)Limited
Document AutomationBasic
Custom WorkflowsLimited
Setup ComplexityDaysWeeks/months
Daily Feed Updates

Complementary Strengths

Quilia Provides

  • Treatment tracking works without custom setup
  • Days to implement, not weeks
  • 10+ languages out of the box
  • Educational videos for clients
  • Works alongside Filevine workflows

Filevine Provides

  • Filevine has advanced workflow automation
  • Filevine handles complex multi-phase cases
  • Filevine's portal is included in subscription

The Bottom Line

Filevine automates your internal workflows. Quilia automates client engagement. Together, clients log treatments, upload documents, and complete tasks without your team building custom workflows. Data flows back to Filevine automatically.

Frequently Asked Questions

Does Filevine have a client portal?

Yes, Filevine recently added a Client Portal with phase-change messaging. VineConnect adds more features. Quilia adds treatment tracking, 10+ languages, and educational content without custom workflow setup.

Can Quilia integrate with Filevine?

Yes. Quilia integrates with Filevine. Your workflows trigger client engagement, and client actions sync back to Filevine.

Why add Quilia if I have Filevine?

Filevine's client features require workflow setup. Quilia works out of the box: treatment tracking, automated reminders, educational videos. Your Filevine workflows stay focused on internal operations while Quilia handles client engagement.

How does implementation compare?

Filevine is powerful but takes weeks to configure. Quilia sets up in days. Many firms add Quilia for quick client engagement while continuing to refine Filevine workflows.

Ready to Use Quilia with Filevine?

See how the Quilia + Filevine integration can transform your client communication.