Invoices & Retainers
Bill clients and manage retainers and payments.
Viewing an Invoice for an Active Workflow
The Workflow feature in Glade makes it easy to access and review client invoices directly from the active workflow. Follow these steps to view an in...
Switch a Client to a New Workflow
Sometimes a case needs to move to a different Workflow (for example, from Chapter 7 to Chapter 13 ). Switching creates a fresh Workflow with the ri...
How to Change or Customize Workflow Statuses?
Changing a Workflow’s status helps your team reflect reality (active, completed, processing etc) for your legal cases. Archiving is especially useful ...
How to add an Invoice to an Active workflow
Adding an invoice directly from a Workflow keeps billing in sync with your case work, triggers the right client notifications, and helps payments ar...
Unarchive a Workflow
Unarchiving brings a Workflow back to an active state so your team can continue work. This restores tasks, resumes client follow‑ups, and lets you pic...
How to Re-send a Retainer
If you need to re-send a retainer to a client, follow these steps: Go to Contacts From the main menu, click on Contacts . Use the search bar to locat...
How to Re-open Incorrectly signed Retainers
If a retainer was signed by the wrong person (for example, the spouse signed instead of the main contact/debtor) or the signer’s name wasn’t updated b...