Bar License & Malpractice Renewal Reminder System
Tracks bar license renewal deadlines and malpractice insurance renewals for every attorney across all licensed jurisdictions — sending 90/60/30-day alerts to prevent lapses.
What This Automation Does
How It Works
Annual Compliance Calendar
Each attorney's bar renewal dates and malpractice policy expiration dates entered per jurisdiction
90-Day Reminder
"[Attorney] — [State] bar renewal due [date]. Malpractice policy expires [date]. Action items: [checklist]"
30-Day Urgent Alert
"30 days: [Attorney] [State] bar renewal + malpractice due [date]. Confirm completed or escalate."
Escalate to Managing Partner
If no confirmation by 14 days: notify managing partner and firm administrator
Goal: All Renewals Confirmed
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Renewal deadlines vary by jurisdiction. Firm must maintain accurate records of each attorney's licensed jurisdictions and applicable renewal cycles.
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