Does Quillio integrate with Affinity?
Yes. Quillio integrates with Affinity (the mid-sized firm practice management system) via the Affinity API. The integration syncs matter data and documents two-way, and supports Affinity's custom matter type framework. Firms using Affinity primarily for commercial and family matters get a clean sync for both.
What the integration covers
Matter sync (parties, matter type, responsible lawyer, key dates), document sync (two-way with Affinity's document system), and time entry push (optional). Affinity's matter activity feed is not bidirectional — Quillio reads it for context but does not post to it by default.
Affinity document types
Affinity uses a configurable document type taxonomy. Quillio outputs save back with the correct type (for example, "Advice memo", "Draft pleading", "Correspondence") based on the workflow that produced them.
Time entry push
Quillio can post time entries to Affinity with a description of the work done. Firms typically set this to "draft" so the responsible lawyer reviews the entry before it goes on the bill.
Step-by-step
- Connect Affinity. Firm settings → Integrations → Affinity. Enter the API details.
- Map matter types. Map Affinity matter types to Quillio matter types.
- Open a matter. Affinity matters appear in Quillio with context.
- Save outputs. Outputs save back with the correct document type.
Common issues
- Affinity API access requires firm IT to enable it — not on by default
- Matter type mapping needs thought — confirm with the responsible partner before going live
- Time entry push should start in draft mode — review first, publish later
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