Case Initiation

Adding these items to the Workflow keeps client tasks organized and ensures the right data flows into the petition. Who this is for: Legal team me...

The Invoice Request feature in Glade allows you to generate customized invoices for your clients with ease. Follow these steps to create a new Invoi...

Overview If a client hasn’t received their initial invitation email to collaborate on a case, or you need to edit their email address and then re-sen...

At Glade, we recognize the importance of gathering comprehensive information for your immigration cases. This enables you to provide your clients with...

Sometimes you need to adjust how an invoice can be paid (ACH vs. cards) or update the amount when fees change. Editing these settings keeps billing ac...

Sometimes a third party (e.g., a family member) needs to pay a client’s invoice with their credit card. This setting lets you keep debit‑card enforc...

Glade automatically sends payment receipts to your clients after they complete their payments on their email. For a given invoice degenerated by the a...

In this article, we will guide you through the process of initiating new cases using the Glade platform. This streamlined approach allows you to effic...

In this article, we will guide you through the process of initiating new cases using the Glade platform. This streamlined approach allows you to effic...

Glade makes it easy for law firm clients to manage their invoices by setting up payment plans directly within the platform. Follow these simple steps ...

In Glade, you can assign team members and clients to workflow templates, consultation bookings, specific tasks, and active cases. Here’s how it works:...

When a client books a consultation through Glade, a consultation workflow is automatically triggered. As part of this workflow, the client will be pro...