Quill Integration - Initial Setup and Mapping for Administrators

Quill Integration - Initial Setup and Mapping for Administrators

Alert
Prior to using Quill Integration please speak to your Redbrick Business Consultant as they will need to switch on the options for Quill

 

Integration with Quill can be done in 4 ways:- 

  • To link clients and matters 
  • To push through Billing information
  • To request credit and debit payments as ‘e-chits’ 
  • To automatically time record in Quill from RPM 

Info
[The below setup should be done by an Administrator at the firm]

 

Alert
[In Quill the branches, users, matter types and time recording rates need to have already been set]

 

Branch Setup 

Go to Options in top left of Redbrick -> Branches -> [select a branch] -> Edit

Click Quill options on the left and then choose the branch from the drop down so that it maps into Quill

Alert
[This branch must be set up in Quill first to be made available from the drop down]


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User Setup 

Go to Options in top left of Redbrick -> Users and Groups -> [select a user] -> Edit User

On the left-hand panel of the window click on Accounts

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AI-generated content may be incorrect.

 

Tick “Enable Quill integration for this user” and complete the details listed below:

 

Info
 [This can be copied from an existing user if already setup]

 

User Name: Quill login username 

Info
[This is often in the format of firstname.lastname but can vary.  The username can be checked in Quill by clicking the user's initials at the bottom left of the screen and going into Settings]

 

Password: Quill password

Info
[If you don’t know their password you can enter anything in the password field and when the user logs into Redbrick it will tell them its wrong and prompt them to amend it]

 

Client ID: Quill client id

Info
[If you are not sure you can check this id against another user currently set up with Quill integration]

 

Quill Fee Earner: If the user is a fee earner at the firm, choose their name from the drop down list so it maps into Quill – if they are not a fee earner leave it blank

Info
[This fee earner must be set up in Quill first to be made available from the drop down]

 

Quill Partner: If the user is a partner at the firm, choose their name from the drop down list so it maps into Quill – if they are not a partner leave it blank

Info
[This partner must be set up in Quill first to be made available from the drop down]

 

Matter Setup 

You will now need to link the Redbrick matter types to the Quill matter types

In Options, highlight the matter type you wish to link
Alert[this needs to be done for ALL matter types]

Scroll down the right hand pane until you see the Quill Interactive section and set the following:

 

Case type: select from the drop down the appropriate default matter type

 

Default Source:  select from the drop down the appropriate default source

Alert
[Both the matter type and the source must exist in Quill to be made available from the drop down. If they don’t exist add them into Quill first]

 

Case description template: this enables you to add a combination of text and tokens so you can set the format of the matter description when a matter is passed to Quill.

 

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AI-generated content may be incorrect.

 

The above setup will enable users to create matters and link these into Quill, and view ledgers from the Quill button at the top of the Redbrick screen

 

 

Billing setup 

 

If you wish to push billing data through to Quill you can set up the Our Costs screen to link values with Quill values.

 

The Billing sheet will need to be setup from the Billing Template for each Job Matter Type

When you right click on a cell you will see the Set Account Data options: 

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The Cell Account Data window will option where you will be able to select the Posting details: 

 

Go to Options -> Matter Types -> [expand required matter type] -> Billing -> Our Costs

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AI-generated content may be incorrect.

 

First set the column for Accounts Description and Accounts Value by right clicking the column header

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AI-generated content may be incorrect.

 

When you right click on a cell you will see the Set Account Data option: 

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The Cell Account Data window allows you to select the type of item (Fee / Expense / Disbursement), enter a default reference and description and set the vat rate: 

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Where fees are concerned, you can also select a Quill Fee Earner from the dropdown for where the fee will go, the default being the Matter Fee Earner: 

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The Billing screen will look something like this:- 

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AI-generated content may be incorrect.

 

 Any cells linked to Quill accounts will have a coloured flag in the top left corner. 

  

E-chit Request Setup

Alert
[You may need this feature activating by us first, if in doubt please contact us]

 

There are a number of areas to set up before e-chit request posting.

 

Options -> Users and Groups -> [Select Group] -> Edit Group

There are three permissions you can switch on for Client account postings, Office account postings and bills:

 

 

Quill Accounts - Can post eChit Bill

  

In the Matter Type Setup you can set defaults for the Office Credit/Debit and Client Credit/Debit Reference and Narrative fields by adding text and/or tokens.

These will be the defaults when adding one off postings from the Quill menu button



You will need to ensure the time recording rates in Quill are the same as the time recording rates in Redbrick 

(Options -> Users and Groups -> [select user] -> Fee Rates)

 

Within each Matter Type there is the option to add a preferred default Subject and Note by adding text and/or tokens to the Time Posting Subject and Time Posting Notes fields:



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