Set up & Manage your Business
Configure firm details and ongoing operations.
Customer Management Agent
View Clients Who Are Paid in Full or Have a Balance on Glade
Quickly find which Workflows still owe money and which are Paid in full using filters on your Workflows table. Purpose: Identify open balances an...
Transactions Overview in Glade
Glade provides attorneys with a clear, centralized overview of all financial transactions related to their firm. From pending to successful payments, ...
Adding your Business FAQ on Glade
To ensure your AI agent provides accurate and relevant support, it can be trained using your firm's own Frequently Asked Questions (FAQs). This proces...
How to Connect Calendar
Integrating your calendar with Glade streamlines the process of booking client consultations, calls, and meetings, all in one convenient location. Thi...
Add Team Members
Click on your avatar on the bottom left of your Dashboard Navigate to Your Account Click Team You can manage your team members here, add new team memb...
How to Use Glade for Booking and Scheduling
Glade makes it easy for attorneys to streamline client consultations by offering integrated booking and scheduling features. Here’s how you can utiliz...
How Glade Can Transform Your Immigration Business
In the fast-paced world of immigration services, efficiency and organization are paramount. Glade offers over 70 workflows designed to elevate your bu...