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
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
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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