Practising certificates, contract renewals, matter deadlines - nothing lapses
A law firm cannot let its authorisations lapse. Picture a solicitor whose practising certificate runs out halfway through a matter, or PI cover that ends on a Friday with nobody noticing. Then there is the retainer that rolls over for another year because nobody watched the exit window. ExpiryEdge is contract compliance software for legal practices. It tracks matter deadlines, contract renewals, practising certificates and regulatory dates, and reminds the right person before each one.
Every authorisation current, every renewal deliberate
SRA authorisations and practising certificates per person and firm
CPD deadlines tracked with alerts to each fee earner
Contract exit windows surfaced before auto-renewal triggers
Regulatory audit trail produced on request
Quick answer
ExpiryEdge is contract compliance management software for law firms and in-house legal teams. You record each dated obligation, from practising certificates and SRA authorisations to PI insurance, CPD, AML training, matter milestones and contract renewal windows. It then sends a series of reminders before the date. You hear about an exit window before the auto-renewal clause kicks in, and each renewal lands in a timestamped audit trail.
Where legal deadlines get missed
Certificates lapse mid-matter
If a fee earner’s practising certificate expires while they are acting, both the matter and the firm are exposed.
Retainers auto-renew silently
Nobody noted the exit window on a standing agreement, so it rolls over and binds the firm for another term.
CPD slips behind
A fee earner is short of accreditation hours and only finds out when the regulator asks for the record.
Evidence scattered across drives
The SRA asks for proof of training, and the certificates are spread over three inboxes and a shared folder.
A control for every legal deadline
SRA and regulatory authorisations
Keep the firm’s authorisation renewal, each solicitor’s practising certificate date and your regulatory filings in one place. Alerts go to the COLP, the COFA and the fee earner concerned.
Professional indemnity insurance
Record the PI renewal date and policy limits. Reminders start early enough for you to review cover and get other quotes if the premium jumps.
CPD and accreditation
Track CPD hours and accreditation deadlines for each fee earner. You see who is behind before the SRA, CILEX or a bar body asks, and the alert goes to that person.
Matter and filing deadlines
Record court deadlines, limitation dates and regulatory filings, so a key date on a matter does not get missed when the diary is full.
Contract and retainer renewals
Track standing retainers, panel appointments and framework agreements. You get told about the exit window while you can still use it.
Regulatory audit trail
Renewals, uploads and decisions all carry a timestamp. When the SRA or ICAEW asks for evidence, you can send it the same day.
From a renewal date to a self-running cycle
Track, alert, renew, verify - then repeat
Each authorisation goes round in a loop. ExpiryEdge watches the date and alerts whoever owns it. It then records the renewal and checks the new document, before setting up the next cycle by itself.
Renewal cycle starts again on its own
Nothing relies on someone remembering
New certificate verified and stored each turn
Every certificate and contract stacked by expiry
Practising certificates, PI schedules and retainer agreements sit in one list, sorted by what expires next. The COLP can see the next problem coming without opening a single file.
Ordered by days to expiry
Stored against the matter or person
Retrieved in seconds for client requests
Authorisations and renewals in one dashboard
Each practising certificate, contract and regulatory date shows who owns it, when it is due and where it stands. Filter by fee earner, by this quarter, or by contracts whose exit window is close.
Firm-level and individual views
Filter by fee earner or quarter
Exit-window flags on every contract
Who relies on it
COLP or Practice Manager
Answers for compliance across the firm. Sees practising certificates, PI insurance and training for every fee earner without checking records one by one.
Solicitor or Barrister
Keeps an eye on their own practising certificate, CPD hours and memberships, and gets warned well before anything lapses.
Finance or Commercial Partner
Owns PI cover and supplier contracts. Exit-window alerts mean each renewal is a choice the partner makes, rather than something that just happens.
Usually the SRA firm authorisation and each solicitor’s practising certificate, plus professional indemnity and public liability insurance. Firms add CPD hours and accreditation deadlines per fee earner, AML awareness and GDPR training, and LEXCEL or ISO quality-mark renewals. Then come client retainer and panel review dates, matter and limitation deadlines, and regulatory filings such as accounts rules or CASS returns. If it has a renewal or review date, it can go in ExpiryEdge.
Yes. You assign each practising certificate and CPD deadline to the fee earner it belongs to. They get the reminders themselves rather than via the COLP or practice manager, and the compliance lead can be copied in. The person whose authorisation it is owns the job.
You log the firm’s authorisation renewal and each solicitor’s practising certificate date. ExpiryEdge reminds the COLP and the solicitors concerned at intervals you choose; many firms use 60, 30 and 14 days before. The current certificates are stored with each record, ready when a client or the regulator asks.
Yes. Retainer review dates, panel appointments and framework-agreement renewal windows sit next to your regulatory items in the same dashboard. You get an exit-window alert before an auto-renewal clause commits you to another term.
Yes. Add court deadlines, limitation dates and key milestones as tracked items, each with its own reminder timing and a named fee earner. Reminders go out before the date. If it passes with nothing done, the item escalates to a supervisor instead of sitting quietly in someone’s diary.
Most teams are up and running in under 10 minutes. Import your existing spreadsheet or add each certificate, policy, retainer and CPD deadline with its date. Upload the documents and the reminders start. You can try everything free for 14 days, and you do not need a credit card.
Yes. Send a document collection link that asks for exactly what you need, say a signed engagement letter, ID and proof of address, with e-signature where it is required. The client opens the link and uploads. They never sign up, log in or install anything. If the proof of address is three years old, you reject that one item. The same link reopens and they resubmit just that piece.
Keep authorisations current and renew contracts on your terms
Free to try. No credit card required.