BACKGROUND
Lawyers are licensed by a state agency in each state. That agency can help you to find out if a person has a law license and is permitted to practice in a particular state. Federal courts (such as U.S. district courts and U.S. courts of appeals) have their own admission requirements. Attorneys must apply for admission to practice in federal courts and pay any necessary fees. An attorney admitted in one state is not automatically allowed to practice in federal courts. They must separately seek admission to these courts. Some federal district courts permit attorneys licensed to the highest court of any state, while others only allow admission for attorneys licensed in the state courts of that specific state
- Dispersed Data: Licensing information was scattered across various systems and spreadsheets.
- Inefficiency: Attorneys and staff spent valuable time searching for license details.
- Risk Mitigation: Ensuring compliance with bar requirements was critical.
OBJECTIVES
- Centralized Dashboard: Create a unified dashboard for license and admission data.
- Real-Time & Daily Updates: Enable attorneys and staff to access accurate information almost instantly.
- Compliance Tracking: Monitor license renewals, CLE credits, and bar dues.
DESIGN CONCEPT – DASHBOARD OVERVIEW
- At-a-Glance: A summary of active licenses, bar admissions, and certifications.
- Upcoming Renewals: Highlighting licenses expiring within the next 90 days.
- Compliance Status: Visual indicators (green, yellow, red) for compliance.
LICENSE PROFILES
- Individual Profiles: Detailed profile UI for each attorney and staff member.
- License Details: Bar numbers, admission dates, jurisdictions, and specialties.
- Document Repository: Upload scanned copies of licenses and certificates.
CLE Tracking and DUES
- CLE Tracking: Monitor Continuing Legal Education (CLE) credits.
- Bar Dues: Send notifications for payment deadlines.
SEARCH AND FILTERS
- Quick Search: Search by name, state, bar number, or jurisdiction.
- Filters: Filter columns. (e.g.) by active/inactive licenses, practice areas, and states.
RESULTS
- Efficiency Boost: Attorneys and staff accessed license information instantly.
- Risk Mitigation: Compliance tracking reduced the risk of unauthorized practice.
- Time Savings: Streamlined processes saved hours of administrative work.
CONCLUSION
The License Bar and Memberships dashboard transformed the firm’s data, providing a centralized hub for license management and relevant information. By focusing on real-time updates, compliance, and user-friendly design, the firm improved efficiency and minimized risks.
