Composing and Scheduling Messages to Clients

Effective client communication is at the heart of every successful personal injury practice. Quilia's messaging system allows you to send personalized messages to your clients and schedule them for delivery at the perfect time.

Accessing the Messages Section

Navigate to the Messages section from the left sidebar. Here you'll see all your client conversations organized in a clean inbox view.

Composing a New Message

To compose a new message:

1. Click the "Compose" button in the top right corner of the Messages section
2. Select the client(s) you want to message from the recipient dropdown
3. Enter a subject line that clearly describes the purpose of your message
4. Write your message using the rich text editor with formatting options
5. Optionally attach files if needed

Scheduling Messages for Later

One of the most powerful features of Quilia messaging is the ability to schedule messages for delivery at a specific date and time. This is perfect for:

• Sending appointment reminders
• Following up after medical treatments
• Checking in during business hours even when composing after hours
• Sending holiday or milestone messages

To schedule a message:

1. After composing your message, click the "Schedule" button instead of "Send"
2. Select the date from the calendar picker
3. Choose the time you want the message delivered
4. Click "Schedule" to confirm

Best Practices for Client Messaging

To maximize the effectiveness of your client communications:

• Keep messages concise and focused on one topic
• Use clear subject lines that clients can easily reference later
• Schedule messages during business hours (9 AM - 5 PM) for better response rates
• Include a clear call-to-action when you need the client to do something

Next Steps

Now that you know how to compose and schedule messages, explore other communication features like automated welcome messages and real-time CaseChat conversations.