Compliance Training Tracker Agent
Monitors CPD hours per fee earner and sends reminders when credit falls short — no one misses their annual requirement.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Monitors CPD hours per fee earner and sends reminders when credit falls short — no one misses their annual requirement. Runs in the background so your team does not have to.
In legal practice, monitors CPD hours per fee earner and sends reminders when credit falls short — no one misses their annual requirement — but doing it manually does not scale. Compliance Training Tracker is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Compliance Training Tracker connects to Training, CPD, Clio and your ops & reporting stack. It reads your rules, brand voice and live data — then monitors CPD hours per fee earner and sends reminders when credit falls short — no one misses their annual requirement. Exceptions land with your team; everything else runs without another dashboard to check.
- Signal detected — Training · threshold watch
- Validate against rules — CPD · context pulled
- Assess severity — Priority · impact scored
- Alert with context — Slack · email · dashboard
- Edge case — Held for human review
What it can deliver
- Training
- CPD
- Alerts & notifications
- Context summaries
Potential integrations
Training · CPD · Clio · DocuSign · Microsoft 365 · Shopify
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
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