Bankruptcy Workflow ('All-in-one')

Configuration: All in one Service with workflow options

'Services' in Glade

What is a Service? A Service in Glade is a container that groups related workflows together. Think of it as a category of work your firm offers. For bankruptcy, your "Bankruptcy Matter" service contains both your Chapter 7 and Chapter 13 workflows. When you create a new case for a client, you'll select the appropriate workflow within this service.

Access your services here: Glade Dashboard → Services → Bankruptcy Matter

┌─────────────────────────────────────────────────────────────┐
│                  SERVICE: Bankruptcy Matter                 │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│   ┌─────────────────────┐   ┌─────────────────────┐         │
│   │  Workflow:          │   │  Workflow:          │         │
│   │  Chapter 7          │   │  Chapter 13         │         │
│   │  Bankruptcy         │   │  Bankruptcy         │         │
│   └─────────────────────┘   └─────────────────────┘         │
│                                                             │
└─────────────────────────────────────────────────────────────┘

Workflow Progression (Both Chapter 7 & Chapter 13)

Flow Summary: Retaining → Data Collection → Document Collection → Credit Report → Questionnaire Collection → Petition Prep → Final Review → Filed

Important note: The order in which you complete your tasks matters. Data collected in earlier steps is used to pre-populate the petition - the cleaner that data is, the closer to complete your petition will be.

So, we don’t recommend triggering steps early unless absolutely necessary. Instead, rely on the last step to complete fully - which will automatically trigger the next step and pull in the desired data to the next step.

Workflow Steps

Step 1: Retaining

Step 2: Data Collection

Step 3: Document Collection

Step 4: Credit Report

Step 5: Client Questionnaire

Step 6: Petition Prep

Step 7: Final Review

Step 8: Filed

Visual Flow Diagram

┌────────────┐     ┌────────────────┐     ┌─────────────────────┐
│ RETAINING  │ ──► │ DATA           │ ──► │ DOCUMENT            │
│            │     │ COLLECTION     │     │ COLLECTION          │
└────────────┘     └────────────────┘     └──────────┬──────────┘
                                                     │
                                                     ▼
                                          ┌─────────────────────┐
                                          │ CREDIT REPORT       │
                                          │ ⚠️ PIF Check        │
                                          └──────────┬──────────┘
                                                     │
                                                     ▼
                                          ┌─────────────────────┐
                                          │ QUESTIONNAIRE       │
                                          │                     │
                                          └──────────┬──────────┘
                                                     │
                                                     ▼
┌────────────┐     ┌────────────────┐     ┌─────────────────────┐
│ FILED      │ ◄── │ FINAL          │ ◄── │ PETITION PREP       │
│            │     │ REVIEW         │     │ ⚠️ PIF Check        │
└────────────┘     └────────────────┘     └─────────────────────┘

Key Points for Workflows