AI Case Management for Law Firms | Glade AI
Case Intelligence: Your case file builds itself.
Scaleyourpractice.
Not your team.
Glade's AI builds your case file as the work happens. Automate repetitive admin tasks, save time, improve customer experience and increase revenue from intake through post-filing.
Overview·Steps
Prepare Petition
| Task | Status | Assignee |
|---|---|---|
| Onboarding & retainer | Completed | EH |
| Client Questionnaire | Completed | EH |
| Document Checklist | Completed | MW |
| Draft petition documents | Review required by you | MW |
| Invoice | Awaiting review | EHMW |
| Bank Statement Upload | 3 of 3 required uploaded | EH |
| Pay Organizer | No assignees |
Trusted by modern firms across 30+ states
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"We partnered closely with the Glade team to streamline workflows, improve efficiency, and enhance the client experience throughout the petition-filing process. Their efforts have resulted in the team consistently filing 16+ cases per week."
Gary Van Horn
Chief Operating Officer | Van Horn Law Group
Intake
Collect
Create
File
Post Filing
01 · Intake
Meet clients where they begin. Guide them all the way through.
Prospects ask questions, book consultations, and complete intake right on your website. From there a branded AI-powered portal steers them and your team through the matter with one clear path forward.
Your law firm website
Legacy Law Group's Intake Assistant
Can I file Chapter 7 if I just lost my job?
In many cases, yes — recent income loss can help you qualify. Want to talk it through with an attorney?
Yes, please. How soon can I book?
There's an opening tomorrow at 2:00 PM PST. Just confirm and I'll lock it in.
Confirm 2 PM appointment
Done — your consultation is confirmed.
16Mar
Consultation booked
2:00 PM PST · 30 min
Your client portal
Your next steps
- Sign retainer Active now
Chapter 7 terms · 3 min - Upload documents
All 4 received · Mar 4 - Upload pay stubs
Last 60 days · 4 files - Complete questionnaire
Required before filing · ~25 min - Review petition with attorney
341 Meeting of Creditors
Scheduled after petition is filed
Your team
Diego Ramirez
Lead attorney
+5
Balance
$2,188 62% remaining · Apr 1
02 · Collect
Every tool your firm runs on, finally in one place.
Intake, billing, scheduling, signatures, payments, and documents in one workspace with every item tied to the matter it belongs to.
Your case builds itself as the work happens.
Glade’s AI reads every document, transcript, and form. It extracts the facts that matter, keeps each case current and surfaces conflicts for your team to resolve.
Documents
- Primary Contact
- Name: Staresha Lee
- DOB: 1988-05-12
- Credit Report Conflict History: 2 values
- Staresha Lee Credit Report Mar 24 · 9:15 AM Current
- Staresha C. Leigh Passport Mar 16 · 10:57 AM Set current
- Vehicle: 2025 Toyota Corolla
Document Extraction
- Bank account: Wells Fargo ••4471
03 · Create
File from the same place the case was built.
When the matter is ready, Glade’s AI prepares the documents and guides the filing. Your team reviews and approves with the full record behind them.
Generating bankruptcy petition packet Sample Debtor · Chapter 7 Petition · 10/11 ready
| Document | Pages | Status |
|---|---|---|
| Voluntary Petition | 8 | Ready |
| Summary of Assets & Liabilities | 2 | Ready |
| Schedule A/B — Property | 6 | Ready |
| Schedule C — Exemptions | 2 | Ready |
| Schedule D — Secured Creditors | 3 | Ready |
| Schedule E/F — Unsecured Creditors | 5 | Ready |
| Schedule I/J — Income & Expenses | 4 | Ready |
| Statement of Financial Affairs | 6 | Ready |
| Means Test Calculation | 3 | Ready |
| Creditor Matrix Mail | 4 | Ready |
| Supporting Exhibits | Generating |
Review against filing record Voluntary petition packet · Sample Debtor
Debtor: Sample Debtor
Chapter: Chapter 7 — Individual
Total assets: $84,200
Total liabilities: $162,500
Means test result: Below median · Presumption does not arise
Scheduled creditors: 27 listed
04 · File
Filing fee status: $338 — Paid in full
All fields validated for court submission
Approve & file Sample Debtor · U.S. Bankruptcy Court · CM/ECF
05 · Post Filing
Stay ahead of everything that happens next.
Court notices, deadlines, payments, and follow-ups all live in the matter so nothing slips after filing.
341 Meeting of Creditors
Case No. 26-10421-JRS
When: Jun 24, 2026 · 10:30 AM CT
Trustee: Marcus T. Coleman
Location: U.S. Bankruptcy Court, N.D. Ga · Rm 1203Objection to Discharge
Case No. 26-10318-PMB
When: Jun 30, 2026 · 5:00 PM ET
Trustee: Diane R. Whitfield
Location: Filed via CM/ECFPlan Confirmation Hearing
Case No. 26-10094-WHD
When: Jul 9, 2026 · 9:00 AM CT
Trustee: Marcus T. Coleman
Location: U.S. Bankruptcy Court, M.D. Tenn · Rm 4-BPre-Trial Conference
Case No. 26-10502-SDM
When: Jul 14, 2026 · 2:00 PM PT
Trustee: Hon. A. Ramirez
Location: U.S. Bankruptcy Court, C.D. Cal
"Not only are we faster [using Glade], we are using less people, but we’re getting better information so that we’re filing better petitions with the court, which is better for our clients."
Ben Matthews
Founder, Benjamin R. Matthews & Associates
Shawn DeVries
Founder & Partner, The DeVries Law Firm PA
“I decided to move forward with Glade over other options because Glade really cares about the client experience... they want to make sure that client experience is going to be excellent.”
Alex Sanchez
Founder & Partner, Sanchez Garrison & Associates
“With Glade, we wanted a system that would help us help our clients as well be concise, consistent, and deliver the best possible experience.”
Oliver Rodriguez
Documents Team, Van Horn Law Group
See your practice in Glade
On a quick call we'll map your current stack onto Glade and show you exactly how it can work for your firm.
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