Bar Compliance Dashboard
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.
INGREDIENTS
PROMPT
Create a skill called "Bar Compliance Dashboard" for a lawyer admitted in multiple states. I'll provide my bar admissions: state, bar number, admission date, and status. For each jurisdiction, track all recurring obligations: annual registration fees (due date, amount), CLE requirements (total hours, category requirements, reporting period), trust account certification (due date, form), pro bono reporting (due date, required vs. voluntary), malpractice insurance disclosure (due date), and any specialty certifications with renewal dates. Send graduated reminders before each deadline (60/30/14 days). Periodically check state bar websites to verify my status is active and in good standing — alert me immediately if any status shows anything other than active. Generate a quarterly compliance report showing all completed and upcoming obligations. Display everything in a unified dashboard sorted by next upcoming deadline.
How It Works
Multi-state lawyers face a web of overlapping deadlines across bar
associations. Miss one registration fee and you're administratively
suspended — sometimes without knowing it. This skill tracks every
obligation in one place.
What You Get
- Unified dashboard across all jurisdictions of admission
- Annual registration fee deadlines
- CLE requirements and progress (links to CLE Tracker)
- Trust account certification deadlines
- Pro bono reporting requirements and deadlines
- Malpractice insurance disclosure due dates
- Specialty certification renewal tracking
- Automated reminders for every deadline
- Filing confirmation tracking
Setup Steps
- Enter all jurisdictions where you're admitted
- Input annual deadlines for each obligation type
- Set reminder schedules
- Track as obligations come due
Tips
- Some states will suspend you without notice — check status periodically via the state bar website
- Trust account certifications are due annually in most states — miss it and face disciplinary investigation
- Pro bono reporting is becoming mandatory in more states — track even the voluntary ones for your records
- Use this alongside CLE Tracker for complete compliance coverage