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Workflows Overview

Understanding Workflows in Glade

Workflows are the core of how Glade automates your firm’s processes. They guide clients through structured steps, collect information, trigger tasks, and keep your team organized from intake to completion.

A workflow is essentially a repeatable, pre-built process that your firm can run for each client or case.

What Workflows Are Used For

Law firms use workflows to automate:

  • Case intake

  • Document collection

  • Form and questionnaire completion

  • Signature collection

  • Credit report pulls

  • Payment collection

  • Internal tasks for attorneys and staff

  • Ongoing case milestones

Workflows help reduce administrative work and ensure every client follows the same consistent, efficient path.

Where to Find Workflows

From your Dashboard, click Workflows in the left navigation.

Here you can:

  • View all active workflows

  • Start new workflows

  • Filter by status, assignee, or workflow type

  • Track progress at a glance

How Workflows Are Structured

Every workflow is made up of steps. Each step contains:

  • A message (what the client sees)

  • A set of building blocks (the tasks the client must complete)

  • Optional status updates

  • A trigger that determines when the step begins

  • Conditional logic (optional)

The workflow automatically moves to the next step once all tasks inside a step are completed.

Workflow Steps (Client Experience)

Clients may be asked to:

  • Upload required documents

  • Complete questionnaires

  • Review and sign agreements

  • Pay invoices

  • Provide identity or financial information

  • View instructions or next steps

  • Respond to comments from your team

Each step appears in their portal and in the chat so clients always know exactly what to do next.

Building Blocks (What You Can Add to Steps)

Building blocks are the tasks inside a workflow step:

  • Invoices

  • Document Requests

  • Form (Questionnaire) Requests

  • Custom Terms / Agreements

  • Credit Report Pulls

  • Internal Tasks for your team

You can mix and match building blocks to create any type of workflow your practice needs.

Workflow Statuses

Statuses help your team track where a workflow is in the overall process.
Examples include:

  • Intake Started

  • Documents Needed

  • Ready for Review

  • Awaiting Signature

  • Pending Payment

  • Case Complete

Your firm can create custom statuses that match your internal process.

Starting a Workflow

You can initiate a workflow in several ways:

  • Clients start them directly from your Glade public page

  • Through the intake widget on your website

  • Via the chat widget

  • Manually by your staff from the Dashboard

  • Automatically as part of another workflow

This flexibility allows you to automate intake, onboarding, and case processing however your firm prefers.

Editing Workflows

Using the Workflow Editor, your firm can customize:

  • Workflow name and settings

  • Instructions and messages

  • Steps and triggers

  • Building blocks

  • Assigned team members

  • Invoices and pricing

  • Visibility and availability

Edits instantly apply to all new workflow runs.

Why Workflows Matter

Workflows allow your firm to:

  • Standardize processes

  • Reduce administrative time

  • Eliminate manual back-and-forth

  • Ensure clients complete everything required

  • Maintain compliance and accuracy

  • Provide a guided, professional client experience

  • Power your AI agents with structured data

They are the foundation that makes automation and AI possible inside Glade.

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