This guide will look at how to set up your Quill integration.

 

HOW TO SET UP QUILL ACCESS

Click Setup

 

Then Accounts & Finances

 

Then click on Quill Integration

Then you will need to enter your Quill Client ID

Then choose whether you want to ‘Reverse the Client Name on Matter Creation’ and if you want to ‘Use the Quill Reference as your Case Reference’:

Then you will see a success message: