Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Create a skill called "CLE Tracker" for a lawyer. I'll provide my bar admissions with each state's CLE requirements: total credits needed per reporting period, category requirements (ethics, diversity, elimination of bias, substance abuse, etc.), reporting period dates, and any carryover rules. Track my earned credits against these requirements. Monitor my email for CLE completion certificates — when one arrives, extract the course name, provider, credit hours, categories, and date, then update my running tally. Auto-file certificates to a dedicated CLE folder. Show me a dashboard of credits earned vs. required by jurisdiction and category. Send alerts at 90, 60, 30, and 14 days before each reporting deadline. When I'm short on credits, search CLE provider websites for courses that match my remaining category needs and schedule.
CLE requirements are simple in theory and chaotic in practice — especially
if you're barred in multiple states with different credit categories,
reporting periods, and deadlines. This skill tracks everything in one place.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.
Renewals, maintenance filings, and watch alerts across every jurisdiction
Manages trademark portfolios with registration tracking, renewal deadlines, maintenance filings (Sections 8, 15, 9), opposition monitoring, and watch service alerts. Prevents loss of trademark rights from missed deadlines.
Renewal dates, notice periods, and expirations across every deal
Parses your contract portfolio for renewal dates, notice periods, termination windows, and expiration dates. Builds a master calendar so no deadline sneaks past. Especially critical for auto-renewal clauses where missing the notice window locks you in for another term.
Annual filings, registered agents, and good standing across every state
Tracks corporate entity maintenance across jurisdictions — annual reports, franchise taxes, registered agent renewals, and officer changes. Prevents administrative dissolution from missed filings. Essential for lawyers managing dozens or hundreds of entities.