Filevine Frequently Asked Questions

Quilia connects directly to Filevine. Client-submitted messages, documents, and form responses flow into your Filevine project in real time, mapped to the the activity feed and documents sections. No double entry is ever required.

While both platforms enhance client communication, Quilia offers broader integration options, comprehensive automation, and a digital case manager that actively guides clients through their cases. VineConnect is limited to Filevine users only. Read our full comparison at /articles/quilia-vs-vineconnect-whats-the-difference/

Yes. Quilia integrates seamlessly with Filevine's project structure and templates. Client data automatically populates the appropriate fields and sections based on your firm's Filevine configuration.

Absolutely. All documents uploaded through Quilia automatically sync to the correct Filevine project and are organized in the documents section. They're properly tagged and searchable within your Filevine system.

Yes. While Filevine has a basic client portal, Quilia transforms it into an active engagement platform with automated reminders, treatment tracking, pain score logging, and mobile-first notifications—all happening automatically.