Automatic Data Extraction from Uploaded Documents

When you or your client uploads a document to a case, Glade automatically reads it, pulls out the important details, and adds them to the case data for you — no manual data entry required. That data then flows into your client's questionnaires and bankruptcy schedules automatically.

See it in action:

Overview

Every time a document is uploaded to a case (for example, in response to a document request), Glade identifies what kind of document it is and extracts the relevant information. A vehicle title becomes a vehicle asset. A bank statement becomes a financial account. A mortgage statement becomes a real estate asset and its associated creditor. The extracted details are added directly to the case so you can review and confirm them rather than typing them in yourself.

This happens automatically in the background. You don't need to turn anything on or tag the document — just upload it.

How It Works

1. Upload a document to a case, either directly or through a document request sent to your client.

2. Glade identifies the document type — for example, recognizing that a file is a bank statement versus a vehicle registration.

3. The relevant data is extracted and added to the appropriate place in the case data (assets, income, creditors, or personal details).

4. The data is labeled “Document Extraction.” Any case data value that came from an uploaded document is tagged with a Document Extraction badge, so you can always tell at a glance where a value came from. Next to the badge is a View source document button that opens the exact document Glade read — letting you check the extracted value against the original in seconds.

Supported Document Types

Glade currently extracts data from the following documents:

Vehicles

• Vehicle registration

• Vehicle title

• Vehicle insurance card

• Vehicle history report

→ Added as vehicle assets on the case.

Real Estate & Mortgages

• Mortgage statement

→ Adds the property as a real estate asset and records the mortgage servicer as a creditor.

Financial Accounts

• Bank statement (checking, savings, CDs, and similar accounts)

• Investment account statement (brokerage, retirement accounts, annuities, education savings, government bonds, and more)

→ Added as financial account assets.

Income

• Paystub

→ Adds income details to the case.

Identity & Personal Documents

• Driver's license

• Passport

• Social Security card

• Credit counseling certificate

→ Populates the corresponding debtor's personal details (name, date of birth, address, SSN, or credit counseling completion date).

Bankruptcy Notices

• DeBN (Debtor Electronic Noticing) request

→ Populates electronic noticing details, in districts that participate in the DeBN program.

From Documents to Questionnaires

Extracted data doesn't just sit in the case record — it keeps working for you throughout the matter. Case data stays in sync with the questionnaires your client and team fill out, including:

• The Client Questionnaire

• The Bankruptcy Schedules questionnaire

Because these questionnaires are synced with case data, information pulled from an uploaded document automatically shows up in the right questionnaire fields later in the workflow. A bank statement uploaded early on, for example, populates the client's account details — and those details carry through to the schedules without anyone re-entering them. Synced fields are labeled so you can see they came from case data, and you can always override a value if needed.

The result: a document uploaded once makes its way into the important questionnaires down the line, cutting down on duplicate data entry and keeping everything consistent across the case.

Key Details

• Accepted file formats: PDF, JPEG, PNG, GIF, and WebP. Other formats (such as HEIC, TIFF, or Word documents) won't be processed.

• Size limits: Images can be up to 10 MB. PDFs can be up to 600 pages.

• Every value is traceable. Data pulled from a document carries a Document Extraction badge and a link to open the source document, so you can always verify it against the original.

• Personal documents are matched to the right person. Identity documents (like a driver's license or Social Security card) are applied to the correct debtor on the case. If Glade can't confidently determine who the document belongs to, it won't fill anything in, to avoid putting data in the wrong place.

• You're always in control. Extracted and synced data is presented for your review, and you can override any value. Nothing replaces your judgment.

FAQ

Q: Do I need to tell Glade what kind of document I'm uploading?
A: No. Glade automatically recognizes the document type and extracts the appropriate data.

Q: How do I know a value came from a document instead of being entered manually?
A: Any value extracted from a document is tagged with a Document Extraction badge. Click View source document next to it to open the exact file Glade read.

Q: Do I have to re-enter this information in the questionnaires later?
A: No. Case data stays in sync with the Client Questionnaire and the Bankruptcy Schedules questionnaire, so information from an uploaded document flows into those questionnaires automatically. You can still override any synced value.

Q: What happens if I upload a document type that isn't on the list?
A: The document is still stored on the case as usual — Glade just won't extract structured data from it automatically.

Q: My document didn't get processed. Why?
A: The most common reasons are an unsupported file format (only PDF, JPEG, PNG, GIF, and WebP are supported), a file that exceeds the size limits, or a document type that isn't currently supported for extraction.

Q: Can Glade tell which client a personal document belongs to?
A: Yes. Identity documents are matched to the correct person on the case. If Glade can't confidently determine who a document belongs to, it will leave those fields blank rather than risk a mismatch.