💡 Important If your firm uses a case management system, we strongly recommend setting up your integration before adding clients. This ensures client data stays synced across all systems. Adding clients manually in Quilia will not sync back to your case management software. If no integration is available, you can still add clients manually using the steps below.
Step 1: Set Up Integration (Recommended)
If your firm uses a case management system, connect it first to avoid duplicate entries and keep client data consistent.
👉 Need help with setup? Schedule a session here: Contact Support.
Step 2: Log in to Quilia
Make sure you are logged into your Quilia account with the correct firm credentials.
Step 3: Add a New Client
- Click the top right corner of the screen.
- Select Add New Client.
- Enter the client’s name.
- Input a phone number that can receive text messages.
- Choose the correct case type.
Step 4: Select Preferred Language
Pick the client’s preferred language from the options available. Click Add Client. ⚠️ Note: Adding a client does not automatically send them a text invite.
Step 5: Send a Download Invite (Optional)
If you’d like the client to receive a text message with a download link:
- Click Send Download Invite.
- Confirm by clicking the purple button.
Step 6: Default Text Message
When an invite is sent, clients will receive this message:
Hi [name]! Download our app, Quilia, for a smoother experience! Get it here 📲 https://www.quilia.com/download-app/
Video Tutorial
🎥 Prefer to watch the process? Here’s a full walkthrough:
✅ Tip: Whenever possible, add your client to Quilia during the intake call or meeting. Getting them on the app early makes onboarding smoother, reduces admin work, and ensures more complete case information from day one.