Stay on top of bar compliance
Track CLE hours, bar dues, insurance renewals and trust reconciliations, and get an email before each is due.
Open Compliance
Select Compliance under Practice in the left menu. The four tiles show what is overdue, what is due in the next 30 days, what was marked done this year and the CLE hours you still need.
Set up starter items
On an empty page select Set up starter items. LawMOR adds a CLE period for every fee earner who has a bar state under Settings, Team, plus Bar dues and Malpractice insurance renewal for the firm. The hours are starter values for California, New York, Texas and Florida; other states get a blank CLE item. Confirm your state's rule and edit the hours.
Add or edit an item
Select Add item. Choose the kind, who it belongs to (a person or the firm), the title and the due date. For a CLE period enter the hours required, how many must be specialty hours (ethics, bias, competence) and the period dates. Email reminders lists the days before the due date on which LawMOR emails the person, or every owner for a firm item; 30 and 7 are the defaults.
Record CLE credits
On a CLE item select Add CLE credit and enter the date, hours, specialty hours, provider and course title. The progress bar and the hours remaining update at once. Select Remove next to a credit to take it back out.
Mark items done
Select Mark done when dues are paid, the policy is renewed or the report is filed. Done items stay on the page for the year and stop sending reminders.
Check trust reconciliation and record keeping
The Trust reconciliation panel shows each trust account with the last signed month: Current, Late or Never. Each month is expected to be signed by the 15th of the next month; select Open trust to reconcile. Record keeping lists the retention and reporting rules for your state as starter notes to confirm with your bar.
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