Glade Overview
Glade.ai Overview
Glade.ai is an all-in-one platform that helps service providers—especially law firms—deliver fast, streamlined, automated experiences to their clients. Firms use Glade to automate routine tasks, collect information efficiently, and deploy AI agents that reduce administrative work.
Platform Structure
Glade is a two-sided platform designed for both service providers and their clients.
📘 Dashboard (For Service Providers)
The Dashboard is where your team manages everything related to clients and cases:
Tasks & workflow progress
Client communications
Document collection
Invoices & payment plans
Credit reports & questionnaires
AI-powered tools
Access: app.glade.ai/dashboard
👤 Client Portal (For Your Clients)
Clients complete tasks, sign agreements, upload documents, and track their case inside their secure portal.
Clients can log in:
Directly at app.glade.ai/[your-firm-url]
Through your website’s login button
Through the embedded Glade chat widget on your website
Our Approach to AI
Our goal is to make AI simple, accessible, and powerful for service providers at any scale.
Why Glade is uniquely positioned for AI:
Since intake, documents, payments, questionnaires, messages, and credit data all live in one place, our AI agents operate with complete context. This allows them to automate many administrative tasks normally handled by staff.
Our philosophy:
AI should augment, not replace, your team.
Employees should focus on high-value work, not repetitive tasks.
We partner with firms to identify the best opportunities for intelligent automation.
Workflows
Workflows are the foundation of Glade.
A workflow is a guided, step-by-step process that automates how you collect information, serve clients, and deliver outcomes.
✨ Why Workflows Matter
Workflows help firms:
Standardize and scale processes
Reduce back-and-forth with clients
Collect complete, accurate client information
Centralize everything for a case (documents, invoices, questionnaires, chat, signatures, credit reports)
Enable AI agents to assist your team with real case data
📦 What a Workflow Includes
Each workflow contains:
Ways to initiate a case
Invoices tied to that workflow
A sequence of steps, each containing:
A message sent to the client
A set of “building block” tasks
We provide ready-made templates—customizable to fit your exact needs.
Workflow Statuses
As clients complete tasks, the workflow automatically moves through statuses.
Your firm can create custom statuses to match your process.
Workflow Editor
You can modify workflow templates using Glade’s visual editor.
You can customize:
Workflow title & general settings
Workflow pricing
Context options
Invoices
Assigned team members
All steps within the workflow
Workflow Steps
Each step includes:
Trigger – when the step should begin
Optional status update – e.g., “set workflow status to…”
Message – instructions shown to the client in chat
Building block tasks – the required actions for that step
When all tasks are complete, the workflow automatically moves to the next step.
Building Blocks
Building blocks are the core units that make workflows functional.
Available blocks:
Invoices
Custom Terms (signed agreements)
Document Requests (checklists of files to upload)
Form Requests (questionnaires for client or internal team)
Credit Report Pulls
Each step can contain one or many building blocks—fully customizable in the editor.