
How To Save Time & Money With AI-Powered Exemptions, Paystubs, & Bank Statements
17th July 2025 | 3:00PM EST
60 Minutes

How To Save Time & Money With AI-Powered Exemptions, Paystubs, & Bank Statements
17th July 2025 | 3:00PM EST
60 Minutes

How To Save Time & Money With AI-Powered Exemptions, Paystubs, & Bank Statements
17th July 2025 | 3:00PM EST
60 Minutes
SUMMARY
AI-powered workflows can streamline admin work that slows you down, helping you eFile faster with less manual effort. In this webinar we’ll cover how to use AI to automate exemptions, organize financial data and review bank statements.
AI-powered workflows can streamline admin work that slows you down, helping you eFile faster with less manual effort. In this webinar we’ll cover how to use AI to automate exemptions, organize financial data and review bank statements.
AGENDA
Discover Exemptions Agent (Part of the Bankruptcy Schedules Builder)
Glade’s AI-powered Exemptions Agent identifies the correct statutes and exemption amounts for each asset, allowing your team to claim the maximum available with a single click.
Review The Pay Organizer
Bring together all income sources - including wages, Social Security, unemployment benefits, and other non-employment income - and automatically calculate the figures required for Schedule I and the Means Test.
Explore The Bank Statement Organizer
Clients can upload their bank statements in just a few clicks. Glade AI reviews the data to flag noteworthy transactions or activity, giving you a clear financial picture without the need for manual review.
Ai does the work, you review it | 5 min |
Income organizer | 10 min |
Client bank connections | 10 min |
One-click exemption determination | 10 min |
Q&A + wrap up | 15 min |
Discover Exemptions Agent (Part of the Bankruptcy Schedules Builder)
Glade’s AI-powered Exemptions Agent identifies the correct statutes and exemption amounts for each asset, allowing your team to claim the maximum available with a single click.
Review The Pay Organizer
Bring together all income sources - including wages, Social Security, unemployment benefits, and other non-employment income - and automatically calculate the figures required for Schedule I and the Means Test.
Explore The Bank Statement Organizer
Clients can upload their bank statements in just a few clicks. Glade AI reviews the data to flag noteworthy transactions or activity, giving you a clear financial picture without the need for manual review.
Ai does the work, you review it | 5 min |
Income organizer | 10 min |
Client bank connections | 10 min |
One-click exemption determination | 10 min |
Q&A + wrap up | 15 min |
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See What Glade Can Do for You
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See What Glade Can Do for You
Find out how Glade can build you customized AI Agents to supercharge your operations
See What Glade Can Do for You
Find out how Glade can build you customized AI Agents to supercharge your operations
All right reserved. © 2025
All right reserved. © 2025
All right reserved. © 2025
All right reserved. © 2025