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About

Quilia tracks client treatments and case details in one place. Automated reminders ensure clients never miss an appointment, keeping cases on track and building stronger outcomes. Monitor every step of the treatment process with real-time updates and alerts. Keep clients engaged and cases moving forward without constant intervention. Complete treatments lead to stronger cases and higher settlements. Quilia reduces the need for law firms to chase clients for updates. Automated reminders and treatment tracking keep clients informed and engaged throughout their case. Spend less time on client follow-ups and more time building stronger cases. Quilia ensures nothing slips through the cracks. Quilia makes your clients active participants in their treatment process, ensuring better engagement and higher satisfaction. Our AI system analyzes client data to provide personalized feedback and recommendations, and creates automated case updates for attorneys.

About

Build stronger relationships with your clients by being fully present and engaged in every client interaction. ‍ Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Attorneys looking for a client app to build stronger cases

Audience

Financial advisors interested in a powerful AI meeting assistant

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$67 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quilia
Founded: 2022
United States
www.quilia.com

Company Information

Zocks
Founded: 2022
United States
www.zocks.io

Alternatives

Alternatives

LegalStream

LegalStream

LegalStream, LLC

Categories

Categories

Integrations

Salesforce
8am CasePeer
Actionstep
Assembly Neos
Clio
Dibcase Legal Case Management
Gmail
Google Meet
GrowPath
Lexzur
Litify
Microsoft Outlook
Microsoft Teams
PracticePanther Law Practice Software
Practifi
Redtail CRM
Slack
SmartAdvocate
Wealthbox
Zoom

Integrations

Salesforce
8am CasePeer
Actionstep
Assembly Neos
Clio
Dibcase Legal Case Management
Gmail
Google Meet
GrowPath
Lexzur
Litify
Microsoft Outlook
Microsoft Teams
PracticePanther Law Practice Software
Practifi
Redtail CRM
Slack
SmartAdvocate
Wealthbox
Zoom
Claim Quilia and update features and information
Claim Quilia and update features and information
Claim Zocks and update features and information
Claim Zocks and update features and information