Check CLE hours, practice requirements and renewal deadlines, get a scored readiness report and see exactly what an attorney still needs before the next cycle.
Quick answer
Reviews an attorney's CLE hours, ethics, substantive knowledge, client service and practice-management readiness, then returns a scored report on what still needs doing before renewal; a self-assessment, not an accreditation.
Disclaimer: this page is for process reference only and is not legal advice. Certification and CLE rules differ by bar and jurisdiction; verify requirements against your regulator's current rules.
Methodology: checkpoints follow the common structure of bar CLE and renewal cycles; weightings are indicative.
Renewal season arrives faster than CLE hours add up. This assessment walks an attorney or firm through credit hours, mandatory topics, practice attestations and filing windows, scores readiness for the coming cycle and returns a report listing the exact shortfalls — so renewal never fails for an admin miss.
Sample form and AI report preview (live - fill it in to generate the report).
Everything you need to run this template.
Credit hours, mandatory topics and attestations.
A scored readiness report with shortfall list.
Guidance on closing gaps before the deadline.
From copy to deliverable in four steps.
Copy it at the start of each cycle.
Hours earned, topics covered, filings done.
See scores and what is still missing.
Book courses and file with buffer.
Pick your role — see how it fits your workflow.
Track renewal without spreadsheets.
Run the roster's compliance in one pass.
Learn the cycle's rules early.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
