The Bankruptcy Schedules Builder is an Ai-powered questionnaire tool within Glade that automatically populates bankruptcy forms with client data collected throughout your workflow, saving attorneys and paralegals significant time during case preparation.

• Appears directly in your workflow as "Bankruptcy Schedules"

• Pre-populates fields with data from credit reports, pay organizers, uploaded documents, and other workflow data

• Uses AI and smart calculations to fill information automatically

• Allows side-by-side comparison of the questionnaire and the actual bankruptcy form as you build your petition

1. Access the Builder

   • Locate "Bankruptcy Schedules" in your client workflow

   • Open the questionnaire to see sections that match official bankruptcy forms

2. Navigate the Interface

• Left panel: Questionnaire organized by bankruptcy form sections and subsections

• Many fields show "populated from" indicators where data is automatically filled

• Sources include credit reports, AI lookups, conditional autofills (if this, then that), and calculations

3. View and Update Forms

• Click the "Show Fillable PDFs" button in the top left corner to view split-screen mode

• Left side shows the questionnaire

• Right side displays the actual bankruptcy form being completed

• Navigate between different sections (Schedule AB, Schedule I, etc.) to work on specific forms

4. Generate Updated Forms

• After making changes in the questionnaire, click "Regenerate PDF"

• The form on the right will update to reflect your changes

• Continue working through sections and regenerating as needed

• Special sections like assets, creditors, income, and means test have specific functionalities

• Glade's AI assists with complex lookups like county information

• The tool builds the complete set of bankruptcy forms through the questionnaire interface