Document Checklist

Automating Document Collection with Glade's AI-Powered Workflow
Managing document collection for cases can be time-consuming, but Glade's AI makes it simple and efficient. Here's how our automated document checklis...
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 ...
Downloading Docs as a ZIP or PDF File
Glade provides options for downloading both filled PDF documents and uploaded documents for record-keeping or sharing purposes, either as a ZIP file o...
Converting files to PDFs
The Document Checklist tab in Glade allows clients to easily upload, manage, and convert necessary files into a single PDF format for seamless organ...
Managing Document Checklists in Active Workflow Cases
With Glade, managing active workflows has never been simpler or more efficient. Follow these steps to access and manage document checklists, ensuring ...
How to Review Document Checklists in Glade
Reviewing documents in Glade is straightforward and secure, ensuring you have full control over your case files. Follow these steps to review document...
Document Collection and USCIS Checklists
Gathering the necessary documents for an immigration case can often be a lengthy and complex process. At Glade, we are committed to simplifying this t...
Renaming Documents
The Documents tab in Glade provides an easy way for law firms to manage and rename files for better organization. Follow these steps to rename your ...
Sorting Documents
The Documents tab in Glade allows law firms to manage and organize files effortlessly. Follow these steps to sort and download your documents: Navig...