The most effective way to get the most out of Quilia is to onboard your clients as early as possible — ideally during the first phone call or intake meeting. The sooner clients download the app, the sooner they start entering their own information, saving your team time and giving your firm more complete case data from the start.
Step 1: Invite the Client Immediately
- Add the client to your case management software as you normally would.
- Quilia’s integration automatically sends the client an invitation via text or email to download the app.
- Important: Clients cannot log in until they receive and accept this invitation.
Step 2: Guide Them Through the Download
- During intake (or even on the very first call), pause and make sure the client downloads the app while you’re with them.
- They’ll sign in using their mobile number, keeping the process quick and seamless.
- By helping them download in real time, you avoid delays and ensure they’re set up correctly.
Step 3: Introduce Quilia as the Client’s Go-To Tool
- Explain that Quilia will be their main hub for updates, secure communication, and case tracking.
- Emphasize that everything related to their case — forms, providers, updates, reminders — flows through the app.
- Setting expectations early makes clients more likely to actually use it.
Step 4: Walk Them Through Basics at Intake
- Take two minutes to show the client where to see updates and how to track their case progress.
- A quick demo at intake builds confidence and prevents confusion later.
- Think of it as giving them the keys to their case.
Step 5: Start Client Data Entry Right Away
- Once logged in, clients can begin adding their own information directly into Quilia.
- This reduces manual data entry for your team and ensures more accurate, timely information in the case file.
✅ Bottom line: The earlier you get the client on Quilia, the better the results for both your firm and the client. Early onboarding means less staff work, better data, and a smoother client experience from day one.