Glade.ai Makes It Easy to Collect Client Documents for Bankruptcy Cases
“The biggest challenge that I face as a bankruptcy lawyer is chasing clients for documents.”


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.

An email here. An email there. It might not seem like a lot of work, but when you have several clients you need to touch base with, sending emails to request more information from them can be a time-consuming process.
As bankruptcy lawyer Tara Salinas put it, “The biggest challenge that I face as a bankruptcy lawyer is chasing clients for documents.”
Learn more about how Glade.ai can save you time on seeking documents from clients.
Documents and Bankruptcy Law
Bankruptcy lawyers deal with lots of documents, including:
- Pay stubs
- Tax returns
- Bank statements
- Retirement account statements
- Vehicle loan statements
- Mortgage loan statements
- Creditor statement
As the John E. Dunlap law firm notes, “The average Chapter 7 bankruptcy filing can require as many as 30 documents to give a total financial picture of the person filing bankruptcy.” That means that after sorting through dozens of files, you’ll have to reach out to a client if they send the incorrect document or a low quality one. And that can easily eat into your work hours.
The Glade Solution
To begin with, Glade simplifies the process for clients. It makes it clear what they should be submitting. “Glade makes it so easy because there’s a slot for each document,” Salinas says. “It automatically names it.”
It also makes it so lawyers don’t have to download documents to tell if they are correct or not. “I don’t even have to download it,” she adds. “They can all stay right there.”
And when you’re ready to ask your clients to reupload their documents, AI can step in. “If I don’t like what they’ve given me, I can have Glade.ai say, ‘Nope, that’s blurry. Send us a new copy.” [This all happens] without me ever even relooking at it. By the time I come in to do work, it’s ready. I don’t have to chase clients.”
And just like that Salinas eliminated one of her biggest pain points.
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.