CLE Deadline Tracker & Reminder System
Tracks each attorney's CLE requirements by state bar and deadline — sending escalating reminders to prevent license compliance failures.
What This Automation Does
How It Works
CLE Cycle Begins
Annual or biennial CLE cycle start — each attorney's requirements, state bar, and deadline entered
Track Hours Completed
Attorney logs completed CLE credits — system updates running total and remaining hours by category
90-Day Reminder
"[Attorney] — [X] CLE hours remaining for [state bar] by [deadline]. Recommended courses: [link]"
30-Day Urgent Alert
"URGENT: [X] CLE hours still needed by [deadline in 30 days]. Complete now to avoid compliance issues."
This automation is included with your Intellivizz AI subscription.
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Compliance & Security
CLE requirements vary by state bar. Firm must maintain accurate records of each attorney's licensed jurisdictions and applicable requirements.
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