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Law Firm CLE Compliance Tracker

CLE non-compliance can suspend an attorney's ability to practise, which stops billable work outright. At firm scale you are tracking several bars across several people at once, each with its own rules. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

Attorneys, paralegals, mediators and patent agents on one roster
Several bar admissions tracked across several people
Each jurisdiction keeps its own hour total and ethics minimum
Expired in red, at risk in amber, rolled up per person
Attorneys admitted in two states flag on their soonest deadline
Opens in Excel and in Google Sheets

$16.00one-time, no subscription

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Law Firm CLE Compliance Tracker — the workbook open in Excel

What it does

Attorneys, paralegals, mediators and patent agents on one roster
Several bar admissions tracked across several people
Each jurisdiction keeps its own hour total and ethics minimum
Expired in red, at risk in amber, rolled up per person
Attorneys admitted in two states flag on their soonest deadline
Counts of on track, at risk and expired across the firm
Requirements editable per credential type
Certificate-saved flag against each entry

What it looks like

Law Firm CLE Compliance Tracker screenshot

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Dashboard
Team
CE Log
Requirements
Getting Started

Works in

Microsoft Excel 2016 or later, Windows and Mac
Google Sheets — upload to Drive and open
No macros, no add-ins, no subscription

Honest scope

This tracks what you enter about your own licences. Renewal requirements vary by state and by board and they change; the authority on yours is your licensing board, not this file.

Others in CE & License Trackers

Law Firm CLE Compliance Tracker$16.00Buy on Etsy