How Glade’s Booking and Consultation Workflow Works for Bankruptcy Cases

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. 

When you start working with a client, you want to get off on the right foot. Being unprepared or unorganized can hamper your working relationship with your clients. But even if you’re not the best at maintaining order, you can use tools that will automate processes for you and help you give each of your clients the same experience.

Read on to learn how Glade sets you and your clients up for success. 

How to Set a Good First Impression With Your Bankruptcy Clients

Bankruptcy clients are dealing with a stressful situation, so there are a few things you can do to make them feel as though they are in good hands.

Communicate Clearly

Setting clear expectations of how you will work together, including communicating expected timelines, can help your client feel more at ease as they go through this process. It can also show that you have experience in this area. 

Show You’re Available 

Giving your clients a direct line to you is important. While you may not be able to respond to them when they send a message (that’s where Glade’s AI agents come in!), you want them to know that they can reach out when they need help.

Display Empathy

Going through bankruptcy can be difficult, so treating your clients with empathy is important. (Learn how one lawyer worked with Glade to create a more sympathetic chatbot.)

Glade’s Booking and Consultation Workflow

Here’s a step-by-step breakdown of Glade’s booking and consultation workflow:

1. Initiate Booking

To initiate a booking, you can select the type of consultation and select whether you’re working with a new or existing client. Then you can enter their information, such as their name, email address and phone number. You can also choose a date and time to meet with your client.

2. Client Creates Account

Once you initiate the booking, your client will be able to create their account. They can add in a password and other details you might not have added, like their phone number. Once they create an account, they will receive SMS updates. It also lets you communicate directly with them. On their account, they can also view their appointments. 

3. Pre-Intake Questionnaire 

Your client will receive tasks on their account, starting with the pre-intake questionnaire. They can fill this out on their phone or other internet-connected device. If they don’t fill out the form in a timely manner, Glade’s AI agent will reach out to them and remind them to do so. They can review their form before they submit it, and your legal team can view it, as well as a summary. The summary will come in handy when it’s time for the consultation. 

4. Initiate Associated Case

After the consultation, you can assign the type of case depending on their circumstances. You can assign team members and initiate the case. 

5. Tasks and Invoicing

After that happens, the system populates all the tasks the client needs to complete. In this section, they can also agree to terms, pay invoices and work on their next steps.