Compliance Overview

<< Click to Display Table of Contents >>

Navigation:  »No topics above this level«

Compliance Overview

The Compliance module helps firms track Continuing Legal Education (CLE) and Continuing Professional Development (CPD) requirements, and it can also be used to create custom compliance programs. Depending on your configuration, users can also add off-site compliance activities so all records can be maintained in one place. Off-site activities can also be set to require review and approval before they are added to a user's learning record.

RedhourglassCompliance Bodies Being Retired

As part of the upcoming CE Manager integration, we are retiring a number of unused compliance bodies across LMS instances. Canadian compliance bodies will remain available because CE Manager does not currently support them. Existing custom compliance programs will not be affected, and you will still be able to create new custom compliance programs as needed.

See LMS Roadmap for the timing of CE Manager integration.  

The following Compliance bodies are being retired:

Association of Personal Injury Lawyers

Bar Standards Board for Barristers

California MCLE

Chartered Institute of Legal Executives

New Jersey

Professional Skills Course (PSC)

Solicitors Regulation Authority

The Law Society of Hong Kong

The Law Society of Hong Kong - Trainee Solicitor Contract

The Law Society of Scotland

New York State CLE

RelTop  Related Topics

Activate the Compliance Module

Display Compliance Bodies

Activate Required Compliance Bodies

Assigning Courses to a Compliance Body

Assigning Users to a Compliance Body

Managing External Compliance Participation

Import_Compliance_User_History Worksheet

Adding History on Behalf of a User

Running a Compliance Report

Automated Compliance Notifications

Compliance Report