Customer Intake
Configuring your glade account so that your customer intake can be automated, beautiful, correct and fast!
How to Initiate Client Intake from Your Glade Dashboard
Attorneys can easily kick-start the client intake process from the Glade dashboard. By using the “Initiate Booking” button, you can schedule a consu...
How to Use Glade for Booking and Scheduling
Glade makes it easy for attorneys to streamline client consultations by offering integrated booking and scheduling features. Here’s how you can utiliz...
Your Glade Client Portal
Once a client books a consultation with your firm, they’ll receive an invitation to create and sign in to their Glade account. By logging into this po...
Using Intake Questionnaires in Glade
When a client books a consultation through Glade, a consultation workflow is automatically triggered. As part of this workflow, the client will be pro...
What to Expect During Your Glade Onboarding
Welcome to Glade.ai! This guide will walk you through the onboarding process within the Glade.ai platform. Our streamlined workflow ensures a seamless...
Adding the Glade Widget to Your Website for Enhanced Client Engagement
Glade’s website widget helps law firms engage with potential clients from the moment they land on your site. By placing our widget on your webpage, yo...