Getting Started
Creating Your Account
- QUAIIL will send you an invitation email to access the client portal
- Click the invitation link in the email to set up your account
- Create a secure password for your account
- You'll be automatically logged in after account creation
Logging In
- Visit the QUAIIL website and click 'Client Portal' in the navigation
- Enter your email and password
- Click 'Login' to access your secure portal
- Use 'Forgot Password' if you need to reset your credentials
Dashboard Overview
What You'll See
- Summary statistics: Active cases, completed cases, and pending items
- Recent cases: Quick access to your latest case updates
- Recent messages: Latest communications from the QUAIIL team
- All data is real-time and automatically updated
Case Status Indicators
- 🟡 Pending: Case has been received and is awaiting assignment
- 🔵 Active: Investigation or work is currently in progress
- 🟣 In Progress: Actively working on case deliverables
- 🟢 Completed: Case work has been finished
- ⚪ Closed: Case has been finalized and archived
Managing Your Cases
Viewing Cases
- Click 'My Cases' in the navigation to see all your cases
- Use the search bar to find specific cases by name or number
- Filter by status to see pending, active, or completed cases
- Click any case card to view full details
Case Details
- View comprehensive case information including type, status, and priority
- See assigned investigator and important dates
- Access three tabs: Overview, Documents, and Messages
- Track case progress and timeline in real-time
Case Types
- Investigation: Field investigation and witness interviews
- Litigation Support: Trial preparation and exhibit management
- Digital Forensics: Cell phone extractions and digital evidence analysis
- Post-Conviction: Wrongful conviction reviews and appeals support
Document Management
Viewing Documents
- Click 'Documents' in the navigation to see all case documents
- Documents are organized by case for easy access
- Filter by document type (Evidence, Report, Transcript, etc.)
- Search documents by name or description
Uploading Documents
- Click 'Upload Document' button
- Select the case this document belongs to
- Choose document type from the dropdown
- Add a descriptive name and optional notes
- Select your file and click 'Upload'
- Supported formats: PDF, images, Word docs, Excel, and more
Downloading Documents
- Click 'View' to open document in new window
- Click download icon to save document to your device
- All documents are encrypted during transfer
- Documents marked 'Privileged' are attorney-client protected
Document Types
- Evidence: Physical or digital evidence files
- Report: Investigation reports and findings
- Transcript: Police interviews, jail calls, court transcripts
- Forensics: Digital forensics analysis results
- Correspondence: Letters and formal communications
- Invoice: Billing documents
- Other: Miscellaneous case materials
Secure Messaging
Sending Messages
- Click 'Messages' in navigation, then 'New Message'
- Select which case the message relates to
- Type your message in the text area
- Optionally attach files using the file selector
- Click 'Send Message' to deliver securely to QUAIIL team
Reading Messages
- Messages are organized by case for easy reference
- View conversation history with timestamps
- See who sent each message (client or QUAIIL team member)
- Download any attachments included in messages
- All messages are encrypted and privileged
Message Features
- Search messages across all cases
- Filter messages by specific case
- Attach multiple files to a single message
- Messages are archived and accessible anytime
- Instant notifications to QUAIIL team
Billing & Invoices
Viewing Invoices
- Click 'Billing' in navigation to see all invoices
- View summary cards showing total billed, paid, and outstanding amounts
- See detailed line items for each invoice
- Filter by invoice status (Draft, Sent, Paid, Overdue)
Invoice Information
- Each invoice shows: Case name, invoice number, amount, and dates
- View detailed breakdown of services and charges
- See payment status and history
- Download invoices for your records
Invoice Status
- Draft: Invoice being prepared
- Sent: Invoice has been delivered to you
- Paid: Payment has been received
- Overdue: Payment past due date
- Cancelled: Invoice has been voided
Security & Privacy
Data Protection
- All data transmitted using enterprise-grade encryption (TLS/SSL)
- Documents stored in secure, access-controlled repositories
- Multi-factor authentication available for enhanced security
- Automatic session timeout after period of inactivity
Attorney-Client Privilege
- All portal communications are attorney-client privileged
- Documents marked 'Privileged' have additional protections
- Messages and materials protected by work-product doctrine
- Chain of custody maintained for all evidence
Compliance
- Meets CJIS (Criminal Justice Information Services) standards
- Complies with NIST security frameworks
- Ohio Revised Code Chapter 4749 compliant
- Regular security audits and updates
Best Practices
- Use a strong, unique password for your account
- Log out when finished, especially on shared computers
- Do not share your login credentials with anyone
- Contact QUAIIL immediately if you suspect unauthorized access
- Keep your contact email secure
Need Help?
If you have questions about using the portal or need technical assistance, please contact QUAIIL:
Email: ask@quaiil.com
Portal Support: Available Monday-Friday, 9am-5pm EST
Security Notice
All portal communications are encrypted and protected by attorney-client privilege. Never share your login credentials with anyone.