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."
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
CLE requirements vary by state bar. Firm must maintain accurate records of each attorney's licensed jurisdictions and applicable requirements.
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