About This Automation
Continuing Legal Education tracking requires HR staff to manually receive course certificates, extract details, verify eligibility against state bar rules, and log credits in a spreadsheet. This repetitive work is error-prone and consumes significant time each month.
Automation reads incoming certificates, extracts course details, validates eligibility automatically, and updates the tracking system in real time. Attorneys and management gain instant visibility into compliance status and upcoming renewal deadlines.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
An attorney submits a course certificate via email or uploads it to a shared folder. The automation platform detects the submission and extracts the document.
The automation reads the certificate image or PDF and extracts course name, provider, date, credit hours, and jurisdiction. The extracted data is validated for completeness.
The automation checks the course provider and category against a rules table (state bar requirements) and confirms the credits are eligible. If ineligible, the record is flagged for manual review.
If the credits are eligible, the flow continues to logging. If not, the record is sent to HR for manual verification.
The validated credit entry is automatically added to the CLE tracking database with attorney name, course details, credit hours, date, and jurisdiction.
The system checks the attorney's total credits against their renewal deadline and jurisdiction requirements. If they are approaching a deadline or are non-compliant, a flag is set.
If the attorney is within 60 days of a renewal deadline or is short on credits, an automated message is sent to the attorney and a summary is posted to the HR channel.
The renewal deadline is added and the certificate is archived in the firm's document storage for compliance audit.
Most popular tool stack used
— the complete tool combinations companies use
Gmail
Airtable
Google Calendar
Google Sheets
SlackWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required. It's free.
Page updated