Automation
11 articles
Automate routine client communications. Set up triggered messages, scheduled check-ins, and workflow automations to keep cases moving forward.
Example Phase Messages You Can Copy
A complete set of phase messages for a personal injury case, written to follow Quilia's messaging guidance. Copy them, swap in your phone number, and edit to sound like your firm.
What to Say in a Case Closure Phase Message
Make this one a thank-you rather than a status update, with sample copy, what to leave out, and the explainer video to embed.
What to Say in a Demand Phase Message
What to cover in the message that fires when a case enters the demand phase, with sample copy, what to leave out, and the explainer video to embed.
What to Say in a Litigation Phase Message
What to cover in the message that fires when a case is filed, with sample copy, what to leave out, and the explainer video to embed.
What to Say in an Onboarding Phase Message
What to cover in the message that fires when a case opens, with sample copy, what to leave out, and the explainer video to embed.
What to Say in a Settlement Phase Message
What to cover in the message that fires when a case enters settlement, with sample copy, what to leave out, and the explainer video to embed.
What to Say in a Treatment Phase Message
What to cover in the message that fires when a case enters treatment, with sample copy, what to leave out, and the explainer video to embed.
Writing Messages Clients Actually Understand
Aim for a seventh-grade reading level, swap the legal words for plain ones, and write asks your client can act on.
MyCase Integration Settings Guide
This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, phase configuration, note modes, webhooks, and troubleshooting.
Setting Up Settlement Offer Notifications
Configure automated notifications when settlement offers are received and need client attention.
Setting Up Automated Welcome Messages
Every firm already has a Welcome message automation. Here is where to find it, what to put in it, and how to switch it on.
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