Automating Document Collection with Glade's AI-Powered Workflow

Managing document collection for cases can be time-consuming, but Glade's AI makes it simple and efficient. Here's how our automated document checklist feature streamlines your workflow:

• Smart Checklist Creation:
  When you set up a workflow in Glade, our AI agent automatically generates a tailored document checklist based on the case type and requirements. This ensures every necessary document is accounted for from the start. These document checklists can be customized, so you may skip documents you do not require, or add new requests as needed.

• Automated Client Communication:
  Glade’s AI agent takes care of client follow-ups, sending regular reminders to your clients to complete the checklist. This eliminates the need for constant manual outreach and helps ensure timely submissions.

• Document Collection and Organization:
  As your clients upload their documents, Glade securely organizes them within the platform. No more hunting through emails or separate folders—everything is in one place.

• PDF Generation:
  Once all the required documents are collected, Glade generates a comprehensive PDF for you to download. This document is professionally organized, making it easy to review and share as needed.

• Save Time: Let our AI handle the repetitive tasks, so you can focus on your cases.

• Stay Organized: Keep all client documents in one secure location.

• Improve Client Experience: Automated reminders make it easier for clients to stay on track.

With Glade, you can simplify your workflow, reduce manual tasks, and enhance efficiency for your firm and your clients.