Collect and Organize Pay Stubs and Income Data

Managing income-related data for bankruptcy filings can be tricky. Glade’s Pay Organizer feature simplifies this process by guiding clients to submit income details and supporting documents in a streamlined way.

Here’s how it works:

• Pay Organizer Document Requests:

  From the Building Blocks section, you can create a new document request. In settings, mark the document request as a 'Pay Organizer'. In your workflow, add the Pay Organizer Document request wherever relevant. This step in your workflow enables your client to input relevant details about their income source along with uploading their pay stubs. These include details like income type, payment frequency, timelines etc

  Once your client enters their income source, they can see the option to upload the paystubs document for this specific income source. This ensures that payment details are organized for various income sources and there is no messy back-and-forth, no missing details.

• Automated Client Communication:

  Once the request is raised, clients receive a secure link with clear instructions. They simply fill in the fields and attach their pay stubs—all within a single, easy-to-use interface. This keeps everything consistent and minimizes errors from the start.

• 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.

• Integrated with Bankruptcy Questionnaires:

  Submitted pay stub data doesn’t just sit in a folder. It auto-fills sections of Glade’s bankruptcy questionnaire, helping you save time and reduce manual entry errors.

• Table view for faster analysis:

  Submitted pay stub data can be quickly analyzed through a table view which summarizes key data metrics such as Amount per Pay Period, Overtime per Pay Period, Tax, Medicare, and Social Security deductions etc

• Reduce Manual Work: Collect structured client data without digging through emails or PDFs.

• Save Time: Automatically fill relevant forms with submitted details.

• Stay Organized: All income data and documents are stored in one place.

• Enhance Client Experience: Clear instructions and a simple and streamlined submission flow make the process smoother for everyone.

With Glade, you spend less time chasing paperwork—and more time moving your case forward.