Portal
7 articles
Master the Quilia web portal for law firms. Explore dashboard features, case management tools, and administrative functions available on desktop.
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 Mark a Case as Closed
Learn how to close a case in the Quilia Portal using the quick-close option from the cases list or the Edit Case Details dialog. Understand what happens when a case is closed and how to reopen it.
How to Enable CaseChat Message Translations in the Portal
Learn how to enable automatic message translations in CaseChat. When enabled, messages from clients are automatically translated to your preferred language, making multilingual communication seamless.
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.
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.
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.
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.
Can't find what you're looking for? Our support team is here to assist you.