Generate a CLE Attendance Gap Analysis memo pinpointing non-compliant attorneys at risk of suspension for falling below the state bar's 25-hour annual requirement.

Generate generate a cle attendance gap analysis memo pinpointing non-compliant attorneys at risk of suspension for falling below the state bar's 25-hour annual requirement. for Legal Services industry

Legal Services

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Upload attorney CLE tracking spreadsheet(s) or export from your LMS (ex: PLI, Lawline, state bar portal). Should include attorney name, bar number, current hours earned YTD, carry-over balance, and specialization status.
Select the CLE reporting cycle aligned with your jurisdiction's requirement to correctly compute hour shortfalls and due dates.
Provide the mandatory minimum CLE hours (e.g., 15, 25, 30) plus any state-mandated special credit types (ethics, elimination-of-bias, prevention of substance abuse). The agent will compare actual vs. required.
State the hard deadline when all hours must be reported. Accepts absolute date or relative offset to compliance period end.
Define the point at which an attorney is considered 'high-risk' for suspension notice. Aligns with firm escalation policy or state grace period.
Select the governing jurisdiction to apply any carry-forward limits, self-study caps, or specialty credit minimums in the gap calculation.
Indicate the primary audience for the memo and escalation path for non-compliant attorneys.
Limit the analysis to specific cohorts (new admits, senior partners, foreign-licensed attorneys) or run firm-wide.
Pick the structure, tone, and supporting detail level appropriate for the reader’s risk tolerance and board reporting standards.
Add any firm-specific policies (grace period for vacation, pro bono credit offsets, budget for late rush CLE) or special resolution tactics to include in recommendations.