Quilia allows firms to write automated client messages that are sent when a case moves to a new phase. Once set up, these messages keep your clients informed without your team needing to manually check in.
Step 1: Tips for Writing Great Phase Messages
Each message should clearly explain where the case stands and what the client should expect. Here are a few best practices:
- Set expectations
Example: “This phase typically lasts 2–4 weeks.” - Give next steps
Example: “Please upload any new documents in the Quilia app.” - Use simple, friendly language
Avoid legal jargon—write like you’re texting a client. - Mention helpful Quilia features
Encourage them to upload documents, message the firm, or track progress in the app.
Step 2: Enabling Phase Messages in the Quilia Portal
Once your phases are set up, you can add messages for each one.
To enable phase messages:
1. Go to the Quilia Portal
2. Click the Profile icon in the bottom-left corner
3. Select Settings → Features
4. Toggle ON Phase Messages
5. Click Save Settings
6. Click the Profile icon in the bottom-left corner again
7. Click on the new Phase Messages button
From there:
1. Click New Template
2. Select the case type, phase, and language
3. Click Create Template
4. Write your message or use the AI generator to draft one by clicking Generate Message
5. Optionally add files, YouTube videos, or images
6. Click Save
7. Hit the Toggle to turn on the phase message
Sample Messages by Case Type
Here are some examples you can tweak for your firm:
Personal Injury – "Demand" Phase
“We’re preparing to send a demand for compensation. This process can take some time, but we’ll keep you updated on any responses.”
Workers' Compensation – "MMI" Phase
“Your doctor has determined you’ve reached Maximum Medical Improvement (MMI). We will review your disability rating and next steps.”