A Custom-built AI Solution For Your Bankruptcy Firm

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. 

There are several artificial intelligence (AI) tools you could use for your bankruptcy firm, but they might only partially help you reach your goals. What if you adopted one that took the challenges and needs of your firm into account? The result would be smoother, well-designed workflows and less time being bogged down by the minor details.

Glade’s built-for-bankruptcy AI agents can make filing cases easier for lawyers. 

Glade for Bankruptcy Firms

Glade’s AI agents work for your bankruptcy firm. It combines several tools, helping you minimize the number of applications you need to use. 

Customer Management

A customer relationship management (CRM) system helps you keep track of your customers. It's a centralized hub that uses automation to take care of monotonous tasks and let you better serve your clients. 

Glade’s customer management system can handle lead engagement and sends out questionnaires and retainers to clients. And with 24/7 support, Glade lets you nourish relationships with your clients. 

Document Collection and Review

Bankruptcy firms deal with lots of documents. You know the importance of keeping yourself organized in this area so that you can file cases in a timely manner. On top of ensuring all your documents are easy to access, Glade’s AI agents can determine if your applications have missing information and if there were any errors when filling out forms. And it automatically transfers your client’s data into a PDF.

Schedules Builder

This feature gives you an overview of a client’s information and case. Schedules summarize your client’s assets, income, liabilities and expenses. Using the credit report, this AI agent can fill out the forms. It can then create questionnaires to send to clients to complete the rest of the schedules.

Local Forms

Local forms are a district-specific tool. Using the information the AI agent already gathered from your documents, it can fill out local forms, making it one less thing you have to do manually.

PACER Submission

The Public Access to Court Electronics Records (PACER) is the electronic filing system for all federal courts. Glade integrates with PACER, letting you file cases with one click. 

Benefits of an End-to-end System

Some bankruptcy firms use various accounts to file their cases. This can be confusing for clients, who may have to sign up for different accounts and take more time. One system means that you have everything in one place, which can minimize errors that can naturally occur when there are too many moving pieces.