Case Management
15 articles
Organize and track cases effectively. Learn to manage case phases, monitor progress, update statuses, and keep all case information organized.
Configuring the File Checklist
Configure the File Checklist in the Quilia Portal. Set which documents to request per case type, add custom names, and tell clients what to send.
How to Mark a Case as Closed
Learn how to close a case in the Quilia Portal from the cases list or Edit Case Details dialog. Includes what happens after closing and how to reopen.
How to Add Insurance Information to a Client's Case
Learn how to add insurance company information to a client's case in the Quilia Portal. This quick guide walks through the Incident tab and Insurance sub-tab to help you track all relevant insurance details.
How to Add Insurance Information in the Quilia App
To add your insurance information in the Quilia app, navigate to the Case tab and tap the Insurance button. Follow the prompts to input your policy details, upload images of your insurance cards, and ensure your legal team has accurate records for your case.
Add a Filevine Project ID to Your Case in Quilia
Learn how to add a Filevine project ID to your Quilia case for automatic synchronization. Find your project ID in the Filevine URL and link cases in 4 simple steps.
How to Review Your Client's Pain Logs
Pain logs are powerful evidence. Learn where to find them, how to interpret the data, and how to use them in your case.
Paralegal Mobile App Features
Mobile app features specifically useful for paralegals managing case details.
Quick Case Updates from Mobile
Send fast status updates to clients using the mobile app when you're on the go.
What Happens After You File a Claim
A client guide explaining the typical process after a personal injury claim is filed.
Creating Effective Case Status Update Templates
Build templates for common case milestones to maintain consistent client communication.
Sharing Treatment Updates with Your Attorney
How to keep your legal team informed about ongoing medical treatment and progress.
Understanding Your Case Timeline
Use the Quilia app to track your case progress and understand what comes next.
How Long Will My Case Take
Understand the typical timeline for personal injury cases and what factors affect duration.
Celebrating Case Milestones with Clients
Acknowledge progress to keep clients engaged and positive throughout their case journey.
Sending Case Status Updates to Clients
Keep clients informed about their case progress with clear, professional status updates.
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