Overview of Credit Tracker
The new and improved Credit Tracker now includes even more features that make it easy to use and allow attorneys to track all their compliance in one place, no matter where they complete their CLE.
With Lawline's credit tracker, you have always been able to track any of your CLE states in one place, track multiple reporting periods per state and easily view your progress towards your mandatory requirements.
Now you can track courses/credits completed outside of Lawline, giving you the flexibility to view your complete progress in one place. You can also upload your certificates from other providers (currently limited to PDF) to store everything in one place.
Below is some guidance for navigating and using the core features of the tracker.
Navigating to the Credit Tracker
To get to your credit tracker, simply log into your Lawline account and click the icon for your Credit Tracker in the upper right
If you don't have an account with Lawline, simply sign up and begin tracking your CLE!
Managing Reporting Periods
What is a Reporting Period?
Reporting periods, or compliance periods, are the date ranges in which attorneys need to complete their CLE requirements. When you set your reporting period in your CLE Credit Tracker, any courses you complete on Lawline within that date range, as well as any credits you manually upload from another provider, will automatically appear in the tracker. Make sure the dates of your tracker are set properly to make tracking as easy as possible!
If you aren't sure what your reporting period dates should be, head to our CLE Requirements page here.
Start a New Reporting Period
If you are a new user and have never created a reporting period, simply click 'Create a Reporting Period' and enter the state you want to track and the start and end dates for the reporting period (bar number is optional).
If you have an existing tracker, you can start a new period by clicking on the dropdown from the Reporting Period selector and clicking 'Start New Reporting Period'.
Edit an Existing Reporting Period
If you noticed the dates on your CLE tracker are set incorrectly, or if you've been granted an extension by your state regulating body and want your tracker to reflect your adjusted compliance period, you can manually edit the start and end dates of your reporting period.
To edit an existing reporting period, simply click the settings wheel in the bottom right and select 'Edit Reporting Period Dates'. You'll then be able to add in a new start and end date. Once this is complete, click 'Save' to save your changes.
View Past Reporting Periods
To view your past reporting periods, click the dropdown "Reporting Period" menu and select the year you'd like.
Remove a Reporting Period
If you need to remove a reporting period for any reason, just click the settings wheel in the bottom right of the tracker and click 'Delete Reporting Period'. This will remove the reporting period, but not any of your saved certificates.
Add Courses and Credits Completed Outside Lawline
The newest functionality of the tracker is the ability to add courses completed outside Lawline. We know many attorneys complete CLE from several different providers, and with this new feature, you can now track and store all your certificates in one place.
Simply hit the button to Add Completed Credits and fill out the form to submit a completed course to your tracker and transcript. Upload your certificate as well so you can keep all your documents in one place.
*Certificates uploaded will always be available from My Certificates to view or download unless they are removed.
View Transcript of Completed Courses
To view courses completed within the reporting period, simply click 'View Completed Courses' from the Quick Links section. You will be taken to the My Certificates page, filtered for the state and reporting period dates from the tracker. All courses completed within the corresponding reporting period will be listed with a quick link to view or download the certificate.
Any completions that are added manually to your tracker will also be listed here and can be edited at any time.
Need help or more information? Please contact our customer support team at firstname.lastname@example.org or via telephone at 877-518-0660.