Pre-Filing Review

Pre-filing review video walkthrough:

Before you submit a bankruptcy case to PACER, Glade runs a set of automatic checks over your filing packet and tells you what still needs attention. Issues that would get a filing rejected block submission until they are resolved — or until an attorney records an override.

Overview

Pre-filing review is a checklist that Glade fills in for you. It looks at the documents in your Electronic Filing Packet and at the case data behind them, then reports one row per check with a clear status.

Every check carries one of two severities:

• Blocking — a problem that would likely get the filing rejected or draw a notice of deficiency. A failed blocking check prevents submission to PACER until you fix it or an attorney overrides it.

• Advisory — a heads-up worth acting on, but not a reason to stop. Advisory items never prevent filing, and you can dismiss them.

Pre-filing review lives on the Electronic Filing Packet screen in Glade 2.0.

How It Works

1. Open the filing packet: Go to the case and open the Electronic Filing Packet, then open the Pre-filing review panel.

2. Run the checks: Click Run all checks. Glade evaluates every check that applies to this case's chapter, filing district, and whether it's an individual or joint filing.

3. Read the results: Checks that passed appear as compact rows. Anything that needs attention appears as a card explaining the problem, the statute behind it, and what to do next.

4. Fix what you can: Add the missing document, request a fresh certificate, regenerate the petition. Items clear themselves automatically once the underlying problem is resolved.

5. Override anything left: If a blocking issue can't be resolved and the attorney is comfortable filing anyway, record an attorney override (see below).

6. File: When no blocking checks are failing, the packet reads All checks cleared — ready to file and you can submit to PACER.

You don't have to remember to run the checks. Glade automatically runs a fresh review at the moment you submit, so the packet is always evaluated against the case as it stands right then. Running the checks earlier just means you find problems before you're ready to file rather than at the finish line.

Finding the check for a specific document

Documents in the packet that have an unresolved check show a Needs attention badge on their row. Click the badge to open the pre-filing review filtered to just that document. Click Show all checks to go back to the full list.

The Checks Glade Runs

Glade is adding more checks over time. New checks appear in the panel automatically — there is nothing to turn on.

Required documents in packet

Blocking · Fed. R. Bankr. P. 1007

Every filing district has its own list of documents it expects with a petition, and the list differs by chapter. Glade keeps a template for each district and chapter, and this check compares that template against what is actually in your packet.

You get one row per required document, not a single lump summary, so you can see exactly which files are missing and clear them one at a time. A missing document reads: "This district requires that [document] be filed as part of this packet." The row also shows the expected PACER file name.

Two things worth knowing:

• The check only demands documents the district marks as required. Documents the district treats as optional or "required if applicable" are not demanded here.

• If a document is already in the packet but filed under a different PACER file name than the district expects, assign the expected file name to it and the check clears.

Credit counseling certificate within 180-day window

Blocking · 11 U.S.C. § 109(h)

Pre-bankruptcy credit counseling must be completed within the 180 days before the case is filed. A certificate that was fresh when the client filled out their questionnaire can quietly expire while the case is being prepared, and a filing made on an expired certificate will be rejected.

Glade reads the completion date printed on the certificate itself — the AI document parser extracts it when the certificate is uploaded — and falls back to the date the certificate was added to Glade if no date can be read. When the date is known, the check shows the exact date the certificate is valid through, so there is no arithmetic to do.

If Glade can't read a completion date, the check comes back inconclusive rather than quietly passing, and asks you to confirm the date before filing.

On a joint filing you'll see this check twice, once per debtor. On an individual filing, only the Debtor 1 check appears.

Credit counseling certificate expiring soon

Advisory · 11 U.S.C. § 109(h)

This is the early warning in front of the blocking check above. It reports during the last 30 days of the certificate's 180-day window: the certificate is still perfectly good to file on today, but if the packet is going to sit for a few more weeks it will not be.

The message tells you the date the certificate is valid through so you can decide whether to request a new one now or file first. Because it's advisory, it never blocks filing, and you can dismiss it if you know the case is going out this week.

Once the certificate actually falls outside the window, this advisory stops reporting and the blocking check takes over — you never see both at once for the same debtor.

Petition out of date

Advisory

Glade stamps each generated petition PDF with the state of the case data it was built from. If the case has changed since — a schedule edited, a creditor added, an exemption changed — the PDF in the packet no longer reflects the case, and this check flags it: "Changes to this petition were made after you last generated it. Regenerate the petition to include the latest information."

The card includes a Regenerate petition button that takes you straight to petition generation. Once you regenerate, the item disappears on its own.

If Glade can't tell when the petition was generated, the check comes back inconclusive so the petition still gets a look rather than passing silently.

Check Statuses

• Passed — the check ran and your packet satisfies it. No action needed.

• Failed — the check ran and found a real problem. If it's blocking, filing is blocked until you resolve or override it.

• Inconclusive — Glade couldn't reach a verdict because the case data it needs is missing or unreadable. Inconclusive checks do not block filing, but they're shown rather than hidden, because "we couldn't tell" is not the same as "it's fine." The card lists the case data that was missing.

• Error — the check itself couldn't run. Contact Glade support if you see one.

Checks that don't apply to a case don't appear at all. Debtor 2 checks are absent on individual filings, and a passing advisory check shows no row — an advisory that has nothing to say says nothing.

Attorney Override

Sometimes a blocking check is technically failing and the responsible attorney is still comfortable filing — the SSN was confirmed with the client by phone, a document will follow in an amended filing, a certificate issue has been resolved outside Glade. That's what the attorney override is for.

To record one:

1. Open the blocking item in the pre-filing review panel and click Attorney override.

2. Enter an override reason. This is required and is recorded in the filing audit trail, so write it for someone reading the case file later.

3. Check the attestation: "I am the responsible attorney and authorize filing despite this blocking check."

4. Click Confirm override.

If several blocking issues are outstanding, the panel footer offers a single Override and allow filing control that covers all of them with one attestation, rather than making you clear them one by one.

Overrides are permanent record but not permanent decisions:

• They're audited. Every override and every revocation writes a row to the case activity with who did it, when, and why.

• They're revocable. Toggle the override off to revoke it. The original attestation stays on the record; filing is blocked again until the issue is resolved or overridden anew.

• They carry forward. Because Glade re-runs the review at submit time, overrides are carried onto the new results automatically — otherwise the submit-time run would wipe the override you just recorded.

• They don't cover new problems. If a new blocking issue appears that your override didn't cover, filing is blocked until that one is handled too. The panel says exactly how many issues are overridden and how many are not.

• A materially changed check needs a fresh attestation. If Glade changes what a check actually tests, an override recorded against the old version no longer applies and you'll be asked to attest again. Cosmetic wording changes don't have this effect.

Recording an override doesn't change what the review reports. The check still shows as failing, now marked Overridden — the review is a record of what was true, not of what was permitted.

Dismissing Advisory Items

Advisory and inconclusive items have a Dismiss action — the "I know, it's fine" button. Dismissed items move to a Dismissed section at the bottom of the panel with a note of who dismissed them and when, and can be Restored at any time.

A dismissal is tied to the state of the case when you dismissed it. If the underlying situation changes — the petition is regenerated and drifts again, for example — the item comes back, because you dismissed the old finding, not the check.

Blocking items cannot be dismissed. They need to be resolved or overridden.

Key Details

• Only blocking failures stop a filing. Advisory items and inconclusive results are surfaced but never block submission.

• The review re-runs at submit time. You are always filing against a fresh evaluation, not a stale one from this morning.

• Checks clear themselves. Fix the problem and the item disappears on the next run — there's nothing to mark as done.

• Everything is scoped to the case. Chapter, filing district, and individual vs. joint all determine which checks apply, so you only see checks that are relevant to the case in front of you.

• When Glade isn't sure, it says so. A check with missing data comes back inconclusive rather than passing. This is deliberate — a silent pass on unknown data is the one outcome a pre-filing check must never produce.

FAQ

Q: Do I have to run the checks manually before I file?
A: No. Glade runs a fresh review automatically when you submit to PACER. Running them yourself earlier is just a way to find problems while you still have time to fix them.

Q: What's the difference between blocking and advisory?
A: A blocking check is one that would likely get the filing rejected — it stops submission until it's resolved or overridden. An advisory check is a recommendation. It's shown for your judgment and never prevents filing.

Q: Who can record an attorney override?
A: Anyone on your firm's team with permission to file the case — the same bar as filing itself. The override asks you to attest that you are the responsible attorney authorizing the filing, and your name, the time, and your stated reason go into the case activity.

Q: I overrode a blocking issue, but the filing is blocked again. Why?
A: Most likely a new blocking issue appeared that your override didn't cover — the panel will say how many issues are overridden and how many aren't. It can also happen if the override was revoked, or if the check itself changed materially since you attested, in which case you'll be asked to attest again.

Q: A check says "Inconclusive." Can I still file?
A: Yes. Inconclusive results don't block filing. They mean Glade couldn't get the case data it needed to reach a verdict, so the check is worth a manual look before you submit.

Q: The required-documents check says a document is missing, but we did add it.
A: The check matches the packet against the PACER file names your district's template expects. If the document is in the packet under a different name, assign the expected PACER file name to it and the check will clear on the next run.

Q: Why does the credit counseling date in the review differ from the date on the case?
A: The review uses the completion date printed on the certificate, because that's the date § 109(h)'s 180 days run from. Other places in Glade may show the date the certificate was uploaded, which for a certificate completed earlier and attached later can be months apart.

Q: Does pre-filing review replace attorney review of the case?
A: No. These are deterministic checks over the data and documents Glade holds — a safety net for the things that are mechanically checkable. They don't evaluate whether the case is correct, complete, or well-advised.