We’re excited to have you join Quilia! To make onboarding smooth and ensure your firm gets the most out of the app, follow this step-by-step checklist.
Step 1: Create Your Account
Go to portal.quilia.com and create your account. This should be managed by your office administrator or lead attorney.
Step 2: Set Up Your Integration
Integrations connect Quilia to your case management system so data flows automatically and duplicate entry is eliminated.
- Supported integrations include Filevine, Clio, MyCase, Neos, and more.
- If your integration is not yet enabled, schedule a setup session here: Contact Support.
Step 3: Map Case Types
Once your integration is active, map your case management system’s case types to Quilia’s case types. This ensures consistency and smooth workflows.
Step 4: Set Up Phase Messaging
Configure automated client messaging for each case phase.
- Choose Phases: Select the points in a case when clients should receive updates.
- Write Messages: Customize messages for each phase to match your firm’s voice.
Need help configuring this? Contact Support.
Step 5: Add Medical Providers to the Rolodex
Build out your provider Rolodex so clients can quickly find recommended doctors.
- Adding providers makes it easier for clients to connect with trusted resources.
- Clients can also suggest additional providers from within the app.
Step 6: Train Your Team
Make sure your staff knows how Quilia fits into their daily workflow.
- For Intake Coordinators: Use Quilia to collect client information at the start.
- For Case Managers: Rely on Quilia for automatic updates and client progress tracking.
Integrations
- Filevine Integration
- Clio Integration
- MyCase Integration
- CASEpeer Integration
- Neos Integration
- Smokeball Integration
- Zapier Integration
For the complete list, see the full Integrations Page.
✅ Tip: The earlier you get clients on the app, the better. Invite them during the very first call or intake meeting so they start entering information right away.