Help Center

As a case manager for your firm, you will take on many of the tasks that come along with the various Qix features. Let’s get oriented!

1. Sign in:
   1. https://qix.cloud/ [firm name] /backoffice
2. Reception assigns in Qix
3. Qix sends notification to client (automatic) – “You have a case event” + details
   1. Client is ported into Qix
4. Case Mgr. checks “Assigned” Tab

1. Makes sure that case file is linked:

2. If NOT linked, check in the right sidebar for an autofill option – select the case – and “upload.”

3. In order to manually connect the conversation to the case file, click “+ Link Case File,” and enter in the multi-digit code in the MerusCase file link (as shown below).
   • 
   • Copy and paste Case Number from MerusCase URL (6 characters)
   • 

5. Start conversation in chat:

1. Download app
   1. “Please download the Eason & Tambornini mobile app to chat with us: https://qix.cloud/easontambornini/download-app/ “
2. Event notifications
   1. “You will receive notifications about your case through SMS and through the E&T Law mobile app!”
3. Be ready with XYZ documents
   1. “Please come prepared with the following items: Last two pay-stubs…”
4. Request signature on contract
   1. Select “Get Signature”

2. Type Message (Ex: “Please Sign this contract”)
3. Select a Template
   1. OR create new template by clicking “Select a document” and picking that file from your computer

2. Create New Template:
   1. Once documents has been selected, RIGHT CLICK in areas which require a signature, initial, date, or name:

1. If you wish to use this template again, click “Save as Template”
   1. Access this template and send it to any future client by choosing it under “Select a Template”

3. Choose delivery method:
   1. App or SMS
      1. NOTE: You MUST choose SMS as the delivery method if the client has NOT downloaded your app yet!
   2. Click “Save” to send to the client

4. Wait for contract + signature
   1. Start chatting w/ client
      1. Chats uploaded automatically
   2. Check language preferences
5. Activate Client
   1. Once you have sent the client the link to download the app, you must activate that client in “Manager.”

1. Find the client you are looking for (fill likely be listed at the top of the list as they appear in chronological order)
   1. If NOT activated yet, click “Option” button, then “Activate”

8. Looking back at conversation in MerusCase
   1. Search for client in Communicate (by Phone # or Name)

2. Click “Case File” link to be brought to MerusCase

3. (in MerusCase): Case > Activity > Chat

NOTE: Chats are uploaded from Qix to MerusCase periodically each day to the case file.