How to Create and Send Automated Phase Messages in Quilia

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.”