Filevine
5 articles
Support articles for Filevine integration with Quilia. Learn how to connect, configure, and optimize your Filevine + Quilia workflow.
Add a Filevine Project ID to Your Case in Quilia
Learn how to add a Filevine project ID to your Quilia case for automatic synchronization. Find your project ID in the Filevine URL and link cases in 4 simple steps.
Using the Quilia Case Connect Extension
The Quilia Case Connect browser extension brings Quilia functionality directly into your browser while you work in MyCase, Clio, Filevine, and other supported case management systems.
Exporting Medical Providers from Filevine
To export medical providers in Filevine, open Report Builder and select Marketing List as the report type. Set up columns by adding necessary fields, apply a filter for Contact Type: Medical Provider, run the report, then save and export it for Excel.
Adding the “Invite to Quilia” Button to Filevine
This guide walks you through how to add an “Invite to Quilia” action button to your Filevine intake form. It covers where to find the Customs Editor, how to create a new widget, what settings to use, and how to confirm it’s set up correctly.
Adding Clients (Filevine)
Complete guide to adding clients to Quilia using Filevine.
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