Does Quilia integrate with our case management system?
Yes. We integrate with Filevine, 8am MyCase, 8am CasePeer, and more. Client info flows directly into your system automatically—no double entry.
Do we have to manage a separate portal?
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.
What if my CMS isn't listed?
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.
How long does it take to set up an integration?
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.
Do I need technical knowledge to set up integrations?
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.
Can I use multiple case management systems with Quilia?
Yes. You can connect Quilia to multiple case management systems if your firm uses different platforms for different case types. Each integration works independently.
What happens if my case management system updates or changes?
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.
Is my data secure when syncing between systems?
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.
Can I customize what data syncs between Quilia and my CMS?
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.
What if the integration stops working?
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.
How does Quilia integrate with PracticePanther?
Quilia automatically integrates with PracticePanther through Zapier, providing seamless workflow automation. Client communications, case updates, document uploads, and treatment tracking all happen automatically—no manual work required. While it's not an official PracticePanther integration, it delivers the automation your firm needs.
Can I use Quilia if I already have PracticePanther?
Yes. Quilia is designed to work alongside PracticePanther, enhancing its functionality with automated client communication, treatment tracking, and case management features. Many firms use Quilia to complement their existing PracticePanther setup.
What PracticePanther features does Quilia enhance?
Quilia automatically enhances PracticePanther by adding automated client messaging, treatment tracking, appointment reminders, document collection, and real-time case updates—all without any manual intervention. It transforms PracticePanther from a static case management tool into an active, automated client engagement platform.
Does Quilia sync data with PracticePanther automatically?
Yes. Through our Zapier integration, client data, messages, documents, and case updates automatically sync between Quilia and PracticePanther, eliminating the need for manual data entry and ensuring your case files stay current.
Can clients access their PracticePanther case through Quilia?
Yes. Clients can view their case information, receive updates, upload documents, and communicate with your firm through Quilia, which then syncs all activity back to their PracticePanther case file automatically.
Is the PracticePanther integration secure?
Absolutely. All data transmission between Quilia and PracticePanther is encrypted and secure. We maintain the same security standards as PracticePanther to ensure client confidentiality and attorney-client privilege.
How does Quilia improve PracticePanther's client portal?
While PracticePanther has a basic client portal, Quilia automatically transforms it into an active engagement platform. Clients receive automated reminders, treatment tracking prompts, pain score logging requests, and mobile-first notifications—all happening automatically without any staff intervention.
Can I customize the integration for my PracticePanther workflow?
Yes. Our Zapier integration allows for custom workflows that match your specific PracticePanther setup. You can configure automated triggers, data mapping, and notifications to fit your firm's unique processes.
Does Quilia work with PracticePanther's billing features?
Quilia doesn't handle billing at all. We focus on client engagement, treatment tracking, and case management. However, the data we collect (treatment compliance, pain scores, document uploads) can help support your billing process by providing better documentation of client care.
What's the difference between PracticePanther's client portal and Quilia?
PracticePanther's client portal is primarily for viewing case information, while Quilia is an automated engagement platform that actively prompts clients to take action, automatically tracks their progress, and handles all communication automatically to improve case outcomes and client satisfaction—no manual work required.
How much manual work does the PracticePanther integration require?
Almost none. Once set up, Quilia automatically handles client communication, treatment tracking, document collection, and case updates. Everything syncs to PracticePanther without any manual data entry or staff intervention. Your team only needs to review the automated updates and take action when required.
