How do you track your completed CLE? I’m coming from a firm where it was tracked for me, so trying to determine if there is a tool of some sort, or if you just make a spreadsheet.

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PLI has a great tool, and is where I do all my CLEs, assuming you have access. Otherwise, a spreadsheet would work

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Word doc with the entries and folder with PDF certs. It’s triple backed up and I do 1 CLE monthly.

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I upload them to my state Portal (or the event does so) and it shows me what I have left

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My state has always had a chart on its website, and while I've never been impressed with how my state bar uses its resources, apparently I've been too harsh if other states don't have that

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I had the same thought and am also in a state that has a chart on its website.

Depends on your state - I have to complete CLEs for 3 states. Texas tracks it on the bar website, New York and California have self-reporting.

Obviously Texas is easy to track - I just ensure the CLE provider sends notice of my credits.

On NY and CA, I have created a spreadsheet and keep it on my desktop in a folder for each state along with all CLE certificates. I update each reporting period to ensure it’s capturing all new CLE requirements. It’s annoying but since many of my CLE credits come from conferences, I cannot rely on one single CLE provider.

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Thank you! CA is my JX, so this is helpful.

Report them the day you do your CLE and you’ll never have a problem.

California seems to only let you report during the special “reporting period” (which is once every 3 years). For my other JX, I upload it daily and have no problem!

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