Question 1

Can I send messages to all my clients at once?

Accepted Answer

Yes. If you update a case phase in your CMS, Quilia automatically sends the related phase message to every connected client.

Question 2

Do clients get both text and email invites?

Accepted Answer

Nope, just a text message with a magic link. That’s all they need to get started.

Question 3

Can Quilia send automatic reminders to clients?

Accepted Answer

Yes. We send strategic reminders for things like medical appointments and even confirm if they went, so your staff doesn’t have to chase them down.

Question 4

Can I assign tasks or requests to clients?

Accepted Answer

Yes. We call them "requests." You can ask for documents, info, or anything else, and they’ll see it as a to-do in the app.

Question 5

How do I know when a client responds?

Accepted Answer

You’ll get a notification in our Chrome extension or an email. Some CMS setups can also assign it directly to your team.

Question 6

Can I delete a message after sending it?

Accepted Answer

Yes. You can delete it from the dashboard and the client won’t be able to see it anymore.

Question 7

Can I delay notifications after a phase change?

Accepted Answer

Yes. Phase messages are queued to send the following morning. That gives you time to make edits or changes without sending multiple alerts.

Question 8

Can client messages be routed to specific team members?

Accepted Answer

Yes. You can set up routing so responses go to the right person based on team roles in your CMS or dashboard.

Question 9

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

Accepted Answer

Yes. Unread phase messages are clearly visible in your dashboard reporting.

Question 10

What languages does the app support?

Accepted Answer

Quilia currently supports English, Spanish, Haitian Creole, Khmer, Korean, Portuguese, Thai, Tagalog, Simplified Chinese, and Traditional Chinese. We're adding more all the time—if your client needs another language, just let us know and we can usually add it within 24 hours.

Question 11

Can clients respond in their own language?

Accepted Answer

Yes. They can write in whatever language they prefer. You’ll see their original message plus an English translation inside your CMS or dashboard.

Question 12

Does the app auto-detect language preference?

Accepted Answer

Yes. If they’re using the web app, we detect their browser language and auto-translate content accordingly.

Question 13

Can I send custom forms or questions to clients?

Accepted Answer

Yes. Our “requests” feature lets you create anything from short prompts to longer question sets. Totally customizable.

Question 14

Can clients upload documents when responding?

Accepted Answer

Yes. Clients can attach photos, PDFs, or any file when responding to a request. No extra tools or steps needed.

Question 15

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

Accepted Answer

Nope. We auto-save responses as they go so nothing gets lost—even if they close the app mid-way.

Question 16

Can clients see future case steps?

Accepted Answer

No. We only show them the current phase to avoid confusion or false expectations. It keeps things focused.

Question 17

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

Accepted Answer

No. A client is always in a single, clearly defined phase. That’s intentional for clarity and better communication.

Question 18

Can we map Quilia phases to our CMS phases?

Accepted Answer

Yes. That’s exactly how it works. Each case type in your CMS maps to a specific set of phase messages in Quilia.

Question 19

Can we include videos or explainer content in phase messages?

Accepted Answer

Yes. Each phase message can include a video link and other helpful content to guide the client through what’s next.

Question 20

Can clients see multiple cases at once?

Accepted Answer

Yes. They can switch between cases right inside the app. Each one stays synced with your CMS automatically.

Question 21

Can we invite clients in bulk?

Accepted Answer

Yes. We support bulk invites through the dashboard or API. You can onboard your entire active caseload in minutes.

Question 22

Can we delay sending the app invite to a client?

Accepted Answer

Yes. You can choose when to send the invite after the case is created.

Question 23

What happens when a case closes?

Accepted Answer

Clients keep read-only access to their case so they can still reference updates, but they can’t send new messages.

Question 24

Can I turn off messaging?

Accepted Answer

Yes. Messaging can be disabled globally or on a per-client basis if you prefer one-way updates only.

Question 25

Can clients upload large files like images or videos?

Accepted Answer

Yes. There’s no file size limit. We accept full-resolution uploads and store them directly in your CMS under the Quilia folder.

Question 26

Where do client uploads go in our CMS?

Accepted Answer

Yes. Files are stored in the Quilia folder within your CMS, automatically sorted by type. You can also access them from our dashboard.

Question 27

Who can see the information clients submit?

Accepted Answer

Only your firm. You control access within your team. Nothing is shared with third parties and everything is encrypted.

Question 28

How does Quilia maintain attorney-client privilege?

Accepted Answer

We’ve spoken with multiple discovery commissioners, and they’ve confirmed that privilege is preserved as long as (1) the client is invited after signing the retainer, and (2) only the law firm has access to the client’s info. Quilia checks both boxes—just like email or text communication, it's protected.

Question 29

Is Quilia HIPAA-compliant?

Accepted Answer

Yes. We meet all HIPAA requirements and use advanced encryption to protect all client data in transit and at rest.

Question 30

Does Quilia integrate with our case management system?

Accepted Answer

Yes. We integrate with Filevine, MyCase, CASEpeer, and more. Client info flows directly into your system automatically—no double entry.

Question 31

Do we have to manage a separate portal?

Accepted Answer

No. Quilia is the anti-portal. Traditional portals make your team do more work—Quilia does the opposite. Clients handle their own updates, and those updates flow into your CMS. No extra logins or systems to manage.

Question 32

How does Quilia integrate with Filevine?

Accepted Answer

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.

Question 33

Can Quilia sync with MyCase?

Accepted Answer

Yes. Quilia integrates with MyCase to automatically send messages, uploads, and responses into your MyCase cases. No duplicate entries are required.

Question 34

Does Quilia work with Clio?

Accepted Answer

Yes. Quilia connects with Clio to sync client communication, documents, and request responses into your case files. We handle the client side, so your team can stay focused.

Question 35

Do you support CASEpeer?

Accepted Answer

Yes. Quilia syncs with CASEpeer to automate client messaging and document collection. All updates are logged in the case file without your team needing to chase them down.

Question 36

What if my CMS isn’t listed?

Accepted Answer

We support custom setups through Zapier and API, and we’re constantly expanding our integration list. If your CMS isn’t listed, we’ll work with you to make it happen.

Question 37

What if my clients aren't tech-savvy?

Accepted Answer

Almost our only limitation is whether or not the client has a smartphone. If they can use the Facebook app, they can use Quilia. We designed it for simplicity and high engagement—no passwords or complicated steps.

Question 38

Will clients actually use the app?

Accepted Answer

Yes. About 85% of invited clients use Quilia. Engagement stays high thanks to smart reminders and an interface that just makes sense.

Question 39

How is the pricing structured?

Accepted Answer

We offer a simple yearly pricing model that scales with your needs. No surprise fees, and the ROI usually speaks for itself in saved time and improved case value.

Question 40

Can Quilia reflect my firm’s branding?

Accepted Answer

Yes. You can customize the app with your logo, firm name, and brand colors so it looks and feels like your own in the hands of every client.

Question 41

How does Quilia help build our brand?

Accepted Answer

When clients see your name every time they open the app, it reinforces your professionalism and presence. It's like having your firm in their pocket 24/7.

Question 42

Can Quilia help improve our NPS scores?

Accepted Answer

Absolutely. Clients love having a simple way to stay updated and engaged. That improved experience leads to higher satisfaction and better reviews.

Question 43

How long does a demo take?

Accepted Answer

Our pre-recorded demo takes under 10 minutes. Or we can do a live walkthrough with your team tailored to how your firm works.

Question 44

What kind of cases does Quilia support?

Accepted Answer

We started with personal injury but now support work comp, employment, and more. If your case type involves a client, we probably support it.

Question 45

Who on my team can see client info?

Accepted Answer

You control that. Anyone on your team assigned to the case in your CMS can view client-submitted info. It’s all permission-based.

Question 46

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

Accepted Answer

Very little. Clients enter their own info, and it flows into your CMS automatically. You’ll only need to check in when action is required.

Question 47

Does Quilia recommend treatment to clients?

Accepted Answer

No. Quilia tracks and reminds clients about appointments they’ve already entered but doesn’t suggest any treatment itself.

Question 48

Will data from Quilia import into my case management system?

Accepted Answer

Yes. Quilia is built to sync directly with your CMS so you’re not stuck re-entering data or jumping between platforms.

Question 49

What happens if a client is re-invited?

Accepted Answer

They pick up right where they left off. Nothing is lost and message history stays intact.

Question 50

What if I need help getting started?

Accepted Answer

We’ve got you. Setup is fast and we’re happy to help. You can be up and running with real clients the same day if you want.

Question 51

How steep is the learning curve?

Accepted Answer

Not steep at all. Most clients and staff are comfortable within minutes. No training sessions required—just send the link and they’re in.

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FAQs – Quilia's Personal Injury Case Management Software

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