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Frequently Asked Questions

Messaging & Notifications

Can I send messages to all my clients at once?

Do clients get both text and email invites?

Can Quilia send automatic reminders to clients?

Can I assign tasks or requests to clients?

How do I know when a client responds?

Can I delete a message after sending it?

Can I delay notifications after a phase change?

Can client messages be routed to specific team members?

Can I see if a message hasn’t been read yet?

Language Support

What languages does the app support?

Can clients respond in their own language?

Does the app auto-detect language preference?

Requests & Forms

Can I send custom forms or questions to clients?

Can clients upload documents when responding?

Will clients lose progress if they take too long filling something out?

Case Phases

Can clients see future case steps?

Can clients be in more than one phase at a time?

Can we map Quilia phases to our CMS phases?

Can we include videos or explainer content in phase messages?

Case Access

Can clients see multiple cases at once?

Can we invite clients in bulk?

Can we delay sending the app invite to a client?

What happens when a case closes?

Can I turn off messaging?

Documents

Can clients upload large files like images or videos?

Where do client uploads go in our CMS?

Security & Access

Who can see the information clients submit?

How does Quilia maintain attorney-client privilege?

Is Quilia HIPAA-compliant?

Integration & Workflow

Does Quilia integrate with our case management system?

Do we have to manage a separate portal?

How does Quilia integrate with Filevine?

Can Quilia sync with MyCase?

Does Quilia work with Clio?

Do you support CASEpeer?

What if my CMS isn’t listed?

General

What if my clients aren't tech-savvy?

Will clients actually use the app?

Pricing

How is the pricing structured?

Branding

Can Quilia reflect my firm’s branding?

How does Quilia help build our brand?

Client Experience

Can Quilia help improve our NPS scores?

Demo & Onboarding

How long does a demo take?

What kind of cases does Quilia support?

Who on my team can see client info?

Workflow

What does my team need to do to manage the app?

Does Quilia recommend treatment to clients?

Data Sync

Will data from Quilia import into my case management system?

What happens if a client is re-invited?

Onboarding & Support

What if I need help getting started?

How steep is the learning curve?