Glade.ai
AI-native case management that automates intake, documents, workflows, payments, and filing from one connected platform.
Key Capabilities
Glade.ai uses AI agents and connected workflows to handle repetitive case work automatically, helping firms move matters forward with less manual follow-up and data entry.
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AI-Powered Case Management
Build and maintain case files as work happens, with AI extracting information from documents, questionnaires, transcripts, invoices, and other case activity.
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Client Intake & Communication
Capture leads, collect questionnaires, schedule consultations, communicate with clients, and automatically follow up on incomplete intake or case requirements.
Workflow Automation
Use AI agents and pre-built workflows to trigger document requests, follow-ups, tasks, invoices, forms, and other next steps without requiring staff to manually move every case forward.
Document Collection & Intelligence
Collect client documents through the portal, automatically follow up on missing files, extract relevant case data, and flag inconsistencies for staff review.
Bankruptcy & Filing Automation
Support Chapter 7 and Chapter 13 workflows with credit-report pulls, means testing, petition preparation, form population, and integrated electronic filing.
Billing, Payments & Collections
Generate invoices, create payment plans, automate payment reminders, and collect payments directly within case workflows using integrated payment providers.
