Quilia offers two communication channels: real-time CaseChat and scheduled/formal messages. Here's when to use each.
Use CaseChat For
- Quick questions requiring immediate answers
- Clarifying details from recent messages
- Informal check-ins
- Back-and-forth conversations
- Time-sensitive coordination
Example: "Quick question - was your doctor appointment today or tomorrow?"
Use Scheduled Messages For
- Formal case updates
- Document requests with instructions
- Settlement offer communications
- Information clients will reference later
- Messages requiring subject lines
Example: Detailed breakdown of next steps after receiving medical records.
Decision Framework
Ask yourself:
- Does this need a subject line for future reference? → Scheduled Message
- Is this a quick back-and-forth? → CaseChat
- Is this time-sensitive? → CaseChat
- Is this formal legal communication? → Scheduled Message
Combining Both
Start with CaseChat for quick coordination, then follow up with a scheduled message to document important decisions.