Never miss a renewal at the firm
Bar licenses, malpractice insurance, IOLTA reviews, CLE credits — the deadlines that protect the partnership, all in one place.
Built for managing partners and office managers · Mandatory MFA · Row-level isolation
What slips first
The deadlines that hurt most
A lapsed bar license is a malpractice claim waiting to happen.
Missed CLE deadlines compound across partners.
An expired E&O policy is the firm's worst nightmare.
The renewal set
Pre-built for law firms
One click loads the records law firms typically have to keep current. Edit, add, or remove from there.
Professional Liability Insurance
insurance · critical
every 12 mo
State Bar License Renewal
license · high
every 12 mo
General Liability Insurance
insurance · high
every 12 mo
Business License
license · medium
every 12 mo
Office Lease
contract · medium
every 24 mo
IOLTA Trust Account Compliance
certification · medium
every 12 mo
How it works
Three steps, then it runs itself
Upload once
Drop a PDF or a photo. AI reads the expiration date and pre-fills the record.
Set the cadence
Reminders at 90, 60, 30, 14, 7, and 1 days out — escalating to admins on overdue.
Audit-ready
Mandatory MFA, row-level isolation, signed file URLs, immutable audit log.
Get started
Stop tracking renewals in a spreadsheet
Set up law firms compliance tracking in an afternoon.