How Does Glade’s Document Checklist Work?
A look at how it works for both clients and lawyers.
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.
Document management is necessary for lawyers, particularly those dealing with bankruptcy cases. For some types of cases, at minimum, you’ll need a voluntary petition (form 101), statement about social security numbers (form 121), list of creditors (form 104), certificate of credit counseling, and an application to pay filing fees in installments. It can result in a lot of paperwork you want to keep tabs on.
Learn more about Glade’s document management works for both the client and the lawyer.
When Do Clients Get Their Document Checklist?
After clients book a consultation and sign a retainer agreement, you can initiate their cases. Once that happens, clients will receive their document checklist, which they can access on a laptop, desktop, cell phone or other internet-connected device.
How Does the Document Checklist Work for the Client?
When you start working with a client, they can go on their portal and access a list of documents. They’ll be able to see the following information:
Number of Documents
Glade will let clients know how many documents they must upload and how many they have uploaded.
Description of Documents
The portal will also include a brief description of the type of documents. It will also let the client know that it cannot move on to the next step until the documents are in the system.
Contact Information
While Glade helps clients move through parts of their case autonomously, it also wants them to know that you’re ready to help if necessary. If clients feel confused about a step or want to ask more questions, they have an easy way to ask questions.
Types of Files They Can Upload
Your client does not have to work off their desktop or laptop. They can also use their phones or tablets to submit documents. That means they can access a file from their photo library (Glade will transform it to a PDF), take a photo or choose a file.
Review
They will be able to send their files in for review after they’re all in.
Confirmation
If all their files are in and work well, they will receive a confirmation from Glade. If not—for example, if the document is too blurry—the AI will ask the client to resubmit their work.
How Does Document Checklist Work on the Lawyer’s Side?
As your client uploads paper, here’s what you can expect:
Real-time Visibility
You can see your clients upload documents in real-time, so you can quickly make notes when they are working on their case.
AI Confirmation
You can open the document and see if Glade has approved the document.
Rejection
If something is incorrect, you can also reject the document.
AI Feedback
If you reject a document, you can also add feedback, teaching the AI systems what to look for in the future.
3 Reasons Document Management Is Paramount for Bankruptcy Lawyers
Document management is a necessary area in which bankruptcy lawyers must invest. Failure to do so can:
Erode Trust
Losing documents can erode trust, with clients worried that their confidential information is not secure.
Lead to Missed Deadlines
You might not be able to file in a timely manner if you have to ask clients to resubmit their files.
Make You Inefficient
Not having quick access to your files means you can’t refer to them when you need them.
Built for bankruptcy practices, Glade automates away the repetitive admin work while you focus on the important stuff.