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Product Updates
January 2026
February 2026
Getting Started
Glade Overview
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Account Set Up
Glade Intake
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Your Glade URL
Task Management Inbox
Product Announcements
Glade Tasks
Messaging
Client Chats
AI Assisted Lead Chats
Chat With Glade Support
Workflows
Workflows Overview
Workflow Tasks
Workflow Handoffs
CRM
Client Profiles
Payments
Payment Reports
Payment Plan Reports
How Glade's payment fees work with the Confido Integration
How to Remove Processing Fees from Client Invoices
Appointment Bookings
Initiate Client Intake from Your Glade Dashboard
Reschedule an Appointment
Intake Questionnaires Before Appointments
How to View Past Bookings
Client Experience
Client Account Details
Bankruptcy Workflows
Bankruptcy Schedules Builder
Viewing, Downloading, & Printing the Entire or Partial Petition PDFs
How to Mark the "Amended" Box When Filing an Amended Form
Bankruptcy Workflow ('All-in-one')
Import creditors directly into lists and run the de-duplicator
QuickBooks Integration
Custom Case Documents
Pre-Filing Duplicate Checks
Auto-Generate Signatures on Bankruptcy Petitions
Refunding Payments
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