Client Profiles

Using the CRM (Contacts) in Your Glade Dashboard

The Contacts section of your Glade Dashboard functions as your built-in CRM. This is where your firm manages all clients, leads, and company records in one centralized place.

You can view contact information, communication history, documents, workflows, invoices, and more—all from a single screen.

Where to Find Your CRM

In the left navigation menu, click Contacts.

You’ll see two tabs:

• Contacts – all individual clients and leads

• Companies – business records linked to cases or workflows

What You Can Do in the Contacts Section

1. View All Clients and Leads

The left panel shows a searchable list of every contact associated with your firm.

You can:

• Scroll through contacts

• Use the search bar to find a specific person

• Apply filters to narrow down by status, tag, or workflow participation

2. Contact Overview Panel

Clicking a contact opens their full profile on the right side. This includes:

Basic Information

• Email

• Phone number (and SMS opt-in status)

• Address

• Date of birth

• Social Security Number (if collected)

Case & Financial Overview

• Total dollar value of associated invoices

• Outstanding amounts

• Order history

Tabs Inside Each Contact Record

Each contact record contains multiple tabs to help you manage case activity:

• Information

General profile data at a glance.

• Conversation

The full message history between your firm and the client—similar to a CRM communication log.

• Documents

A central place to view all documents uploaded or generated across workflows.

• Forms

Completed questionnaires and form submissions.

• Workflows

Every active or completed workflow associated with this client.

• Invoices

Billing history, outstanding payments, and linked payment plans.

• Order History

A summary of past purchases or payments inside Glade.

• AI Follow-Up Cadence

Settings for automated lead follow-up (if enabled).

• Notes

Internal notes your team can add for additional context.

Why the CRM Matters

Glade’s CRM gives your firm:

• A complete 360° view of every client

• Centralized communication, documents, tasks, and billing

• Context that helps your team work faster and avoid duplicate data entry

• A single source of truth for all client activity

It’s designed to keep your entire case pipeline organized and accessible.