How Glade.ai Can Improve Bankruptcy Firms’ Workflows

The Modern Law Firm series delves into how AI can streamline your law firm — whether it’s by saving you time and money, eliminating mistakes and redundancies or making your workflow more efficient.

Filling out document after document and reminding clients what information you need from them can be tedious and time-consuming. Luckily for you, Glade.ai can take on these tasks, making your workflow even smoother.

Here’s why making this process easier is a must and how Glade can help.

Benefits of an Efficient Workflow

An efficient workflow means the steps it takes to file a case are as optimized as possible. Here are a few other benefits:

Gets Rid of Monotonous Tasks

Whether it’s filling out PDFs or sending updates to clients, some tasks can be time-consuming and repetitive. For example, Glade.ai can let clients know when they need to send in a document or add more information.

Improves Collaboration

Part of making your workflow more efficient is finding tools that make it easy to collaborate. Bankruptcy lawyers work with their clients as well as their legal team to get filings ready, so having tasks clearly outlined for each party can make for a more collaborative process.

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Helps Your Firm to Grow

Efficiency is synonymous with saving time. Glade can save you hours on different kinds of tasks—from following up with clients to filling government PDFs to assigning tasks to different parties. With this extra time you can focus on growing your firm by taking on more cases.

What Types of Bankruptcy Cases Does Glade.ai Handle?

As of now, Glade.ai can handle:

• Chapter 7
• Chapter 13

Glade.ai’s Workflow Solution for Bankruptcy Cases

Using the portal, customers can access their accounts, giving them everything they need to work on their case right at their fingertips. Here’s a look at Glade’s workflow for bankruptcy firms:

Chapter 7

• Custom Retainer Agreements
  • Terms and conditions
• Invoice collection
• Questionnaires
  • Client intake questionnaire
  • Green Sheets questionnaire
• Document Checklists
  • Chapter 7, credit report document
  • Chapter 7, client document checklists
• AI-assisted Follow-ups for All Tasks
• Private chat

Chapter 13

• Custom Retainer Agreements
  • Terms and conditions
• Invoice collection
• Questionnaires
  • Client intake questionnaire
  • Green Sheets questionnaire
• Document Checklists
  • Chapter 13, credit report document
  • Chapter 13, client document checklists
• AI-assisted Follow-ups for All Tasks
• Private chat

Additional Features of Glade.ai’s Workflow Engine

Besides auto-filling forms and sending updates, here are other ways Glade is working for you:

• Customizable forms: Glade’s default workflow includes questionnaires and checklists that legal professionals vetted, but if there is other information you collect, you can create your own forms and use them for all your clients.
• Integrations: Glade.ai can sync with your calendar so that clients or prospective clients can make an appointment with you based on your availability. You also can add the Noodle widget to your website and access your work there.
• Mobile compatibility: You and your customers don’t need to be on a computer or laptop to access a case. Glade is compatible with different smartphones, meaning anyone can use it on the go.
• Unlimited team seats: Legal work is a collaborative process. Glade.ai lets you add on as many collaborators as you need—at no extra cost.

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Superpower Your Firm

Glade.ai has tools specifically meant to help lawyers save time and money and drive a better customer experience. Reach out today to take advantage of Glade’s form and document management, invoice generator and 24/7 client support.