Overview of Credit Tracker
The CLE Credit Tracker includes lots of features that make it easy for attorneys to track all their compliance in one place, no matter where they complete their CLE.
With Lawline's credit tracker, you can track all of your CLE states in one place, see current and previous reporting periods by state, and easily view your progress towards your mandatory requirements. You can also manually import your completion information for courses taken with any other CLE provider!
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 click the Credit Tracker link in the navigation bar at the top.
If you don't have an account with Lawline, simply sign up and begin tracking your CLE!
Managing Reporting Periods
Start a New Reporting Period
If you are a new user and have never created a reporting period, simply click 'Add a Reporting Period' and enter the state you want to track, enter the start and end dates for your compliance the reporting period (bar number is optional).
If you have an existing tracker, you can start a new period by clicking on the drop down from the Reporting Period selector and clicking 'Start New Reporting Period'.
Edit an Existing Reporting Period
To edit an existing reporting period, simply click the settings wheel in the bottom right and select 'Edit Reporting Period Dates'. Use the date picker to select the start and end dates of the reporting period and click 'Save'.
View Past Reporting Periods
You can always view your previous reporting periods by clicking on the dropdown from the reporting period selector and selecting any of your past reporting periods.
*We suggest always creating a new reporting period instead of editing one existing period. This will make it easy to organize all your completions and view them at anytime rather than having to constantly edit one reporting period to see the appropriate courses.
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.
*If you remove a reporting period with certificates added from external providers, you will have to create a new reporting period that includes the completion dates of those certificates to be able to retrieve them in a transcript.
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. To edit, simply click the row, change any information (including removing and re-uploading certificate) and hit 'Submit' to save changes.
**Please Note: The Total Required Credits Section will not update if you have taken an excess of general credits but are missing credits in other areas such as ethics.
Need help or more information? Please contact our customer support team at firstname.lastname@example.org or via telephone at 877-518-0660.