Filevine Client Portal Integration

Yes. We integrate with Filevine, 8am MyCase, 8am CasePeer, and more. Client info flows directly into your system automatically—no double entry.

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.

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.

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.

Most integrations can be set up in under 30 minutes. We handle the technical configuration, and you just need to connect your account. Some custom integrations may take a few days depending on complexity.

No. Our integrations are designed to be plug-and-play. We provide step-by-step guides and our team can help with setup if needed. Most firms are up and running the same day.

Yes. You can connect Quilia to multiple case management systems if your firm uses different platforms for different case types. Each integration works independently.

We monitor all our integrations and update them automatically when case management systems release new versions. You don't need to do anything—the integration continues working seamlessly.

Absolutely. All data transmission is encrypted using industry-standard security protocols. We maintain the same security standards as your case management system to ensure client confidentiality.

Yes. You can configure which types of data sync between systems. Most firms sync everything, but you can choose to sync only specific data types if preferred.

We monitor all integrations 24/7 and fix issues immediately. If something goes wrong, our team is notified automatically and resolves it quickly. You'll rarely notice any downtime.