Case Referrals Made Simple
When your clients love your firm, they'll want to send friends and family your way. Quilia makes that easy — and trackable.
Refer a Case in Seconds
Once a client is onboarded in the Quilia app, they'll see a button on your firm's contact screen labeled 'Refer a Case or Get Help.' When they tap it, they can refer a friend or start a new case for themselves. It's quick, easy, and doesn't require any extra logins or steps.
Track Every Referral
Traditionally, it was nearly impossible to track how referred cases came in. Now, each case submission is tied directly to the referring client — so you know who sent it, what type of case it is, and where it originated.
Say Thanks the Right Way
Quilia gives your firm the option to recognize and thank clients who refer others. You can track who referred a case and send appropriate appreciation — like a handwritten note or a thoughtful follow-up.
Turn Your Best Clients into Your Best Marketers
Word-of-mouth is powerful, but it's often left to chance. By giving your clients a simple, built-in way to refer, you can transform your happiest clients into a reliable marketing channel.
- Most clients want to refer — they just need a simple way to do it.
- Without a clear path, firms lose out on high-quality leads.
- Quilia makes it easy to activate word-of-mouth, build goodwill, and grow your caseload organically.
Want to See It in Action?
This is one of those features that clicks when you see it live. Let's walk you through how it works.
Case Referrals FAQs
How do clients send referrals?
Once clients are onboarded, they’ll see a 'Refer a Case or Get Help' button inside your firm’s profile in the app. They just tap, fill in a few details, and it goes straight to your team.
Can referrals be routed to the right partner automatically?
Yes. Basic referrals go right to your firm by email, but we also support smart routing. Referrals can be sent to integration partners based on case type or jurisdiction.
Will we know which client sent the referral?
Absolutely. Every referral is tracked in Quilia, so you can see who sent it, what type of case it is, and where it originated.
Can we thank clients who refer others?
Yes. Quilia makes it easy to recognize and reward clients who send referrals, whether that’s with a handwritten note, a quick thank-you, or any follow-up your firm prefers.
Do clients actually use referral features?
They do—most clients want to refer, they just need a simple way. Quilia removes the friction and turns that goodwill into high-quality leads.