Getting Started
14 articles
Everything you need to begin using Quilia. Step-by-step setup guides, first-time configuration, and onboarding resources for law firms and clients.
Connect Google Business Profile
Connect your Google Business Profile to Quilia to manage and respond to Google reviews, assign reviews to your team, and share your best reviews — all from the Reputation page in your portal.
How to Connect Quilia + Filevine
Step-by-step guide to activate the Quilia integration in Filevine, create a Personal Access Token, and connect the two platforms.
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.
How to Check Your App Version
Learn how to find your current app version to make sure you have the latest features and fixes.
Using the Quilia Case Connect Extension
The Quilia Case Connect browser extension brings Quilia functionality directly into your browser while you work in MyCase, Clio, Filevine, and other supported case management systems.
Getting Started with MyCase Integration
You've successfully connected MyCase to Quilia - now what? Learn how the integration works, including automatic case sync, client activity flowing back to MyCase notes, and document uploads to the Quilia folder.
Using Internal Notes for Your Team
Learn how to use internal notes to share observations, reminders, and context with your team - without clients ever seeing them.
Connecting Smokeball to Quilia
Integrate Smokeball with Quilia to streamline your personal injury practice workflow.
Connecting Neos to Quilia
Set up the Neos integration to bring your case data into Quilia for enhanced client engagement.
Connecting MyCase to Quilia
Integrate MyCase with Quilia to sync your personal injury cases and enhance client communication.
Connecting Clio to Quilia
Step-by-step guide to integrating your Clio account with Quilia for seamless case management.
What to Share During Case Intake
Essential communications for the first 48 hours after signing a new personal injury client.
Onboarding New Clients with Quilia
Create a smooth onboarding experience that sets clients up for success with the Quilia app.
Setting Up Automated Welcome Messages
Configure personalized welcome messages that automatically greet new clients when they join the Quilia app. Make a great first impression with every new case.
Can't find what you're looking for? Our support team is here to assist you.