Firm sessions and practitioner oversight
Record attendance at your firm's CPD sessions and see every practitioner's progress in one list.
Sessions and attendance
CPD details on the session
Category, points, delivery mode and date are set once on the session.
Record attendance
Attendees check in with a QR code, or an organiser marks attendance by hand.
Close the session
Closing the session adds the activity to each attending practitioner's record and credits firm presenters at their presenting rate. External guests get a certificate only.
Issue certificates
Certificates are issued from the attendance list, in the firm's certificate layout.
Western Australia lodgement
Export attendance for WA practitioners in the Legal Practice Board's CPDMS workbook, with times in Perth time.
Shortfalls by practitioner
Each practitioner has one row showing points recorded, points still needed and compulsory areas not yet covered.
Sort the list
Sort by points still to earn, compulsory areas not yet covered, or activities with no evidence attached.
Multiple schemes
Solicitors and barristers from different states appear in one list, each measured against their own profession and jurisdiction.
Opening a record
Staff with access to a practitioner's record can open it from the list.
Access and the audit log
Reading CPD records
A practice manager can read every practitioner's CPD position without access to billing or firm settings.
Separate permissions
Managing a practitioner's activities and managing their profile are separate permissions.
Session organisers
A session organiser can create sessions and take attendance without broader workspace permissions.
Organisation policy
The firm can require two-factor authentication and control changes to work email addresses.
Each entry records the member who made the change, the change and the time.
Firms, chambers and in-house teams
Law firms and chambers
Each practitioner keeps their own record in the firm's workspace, and the firm controls the seats. Chambers use the same sessions and attendance with barrister requirements.
In-house legal teams
In-house teams use the same records and sessions. A team spread across states keeps each lawyer on their own state's requirements.
Set up a session in the walkthrough
In the walkthrough we set up a session, record attendance and close it, then show you the activities and certificates it creates.