Share documents with clients without changing how your team works
From your case-management system to the client’s phone.
Your firm already has the document. Put it in your integration’s Quilia folder and Quilia carries it to the right client. It arrives organized, analyzed, and clearly marked as shared by your legal team.
One folder. One handoff.
Your client does not need another portal to learn.
Keep the firm’s workflow in the case-management system you already use. Quilia handles the last mile to the client.
01
Put it where your team works
Add the file to your integration’s Quilia folder. No new upload flow for your staff.
02
Quilia matches the case
The document is picked up and attached to the client on the matching matter.
03
Your client sees it
The file appears in Documents and the client gets a notification that it arrived.
A better way to send the file
No attachments to chase. No second copy to upload. No confusion about who sent what.
Read-only for clients
Clients can view and download the file, but they cannot change or delete the original in your case-management system.
Still understood by Quilia
Shared files go through the same AI analysis as other case documents, so they remain useful in the client’s case record.
Marked as yours
The client sees “Shared by your legal team,” so a firm document never looks like something they uploaded themselves.
Ready when you are
Turn it on in General Settings.
Document sharing is off by default and enabled per firm. Once it is on, your integration’s folder does the rest.