Practising certificates, contract renewals, matter deadlines — nothing lapses
Law firms run on authorisations that cannot lapse. A solicitor whose practising certificate expires mid-matter, a firm whose PI insurance lapses, a retainer that auto-renews because no one tracked the exit window — each carries consequences far beyond admin. ExpiryEdge is contract compliance management software for legal practices: every matter deadline, contract renewal, practising certificate and regulatory date tracked and reminded automatically.
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 teams. It records every legal deadline with a date — practising certificates, SRA authorisations, PI insurance, CPD, AML training, matter milestones and contract renewal windows — and sends multi-step reminders before each one lapses. Exit-window alerts fire before auto-renewal clauses trigger, and every renewal is logged in a timestamped audit trail.
Where legal deadlines get missed
Certificates lapse mid-matter
A practising certificate that expires while a fee earner is acting puts the matter and the firm at risk.
Retainers auto-renew silently
A standing agreement rolls over because no one tracked the exit window — locking the firm in for another term.
CPD slips behind
Fee earners fall short of their accreditation hours and only find out when the regulator asks.
Evidence scattered across drives
When the SRA requests proof of training or authorisation, it lives in inboxes and shared folders, not one place.
A control for every legal deadline
SRA and regulatory authorisations
Track firm authorisation renewals, practising certificate dates per solicitor and regulatory filing deadlines, with alerts to the COLP, COFA and fee earner.
Professional indemnity insurance
Log PI renewal dates and policy limits, with reminders early enough to review coverage and go to market if needed.
CPD and accreditation
Track CPD hours and accreditation deadlines per fee earner. Know who is behind before the SRA, CILEX or bar body asks — alerts go to the individual.
Matter and filing deadlines
Track court deadlines, limitation dates and regulatory filings so critical matter milestones never slip past the diary.
Contract and retainer renewals
Track standing retainers, panel appointments and framework agreements. Exit windows surface automatically before auto-renewal clauses trigger.
Regulatory audit trail
Every renewal recorded, every document uploaded, every decision timestamped — produce evidence for the SRA or ICAEW immediately.
From a renewal date to a self-running cycle
Track, alert, renew, verify — then repeat
Each authorisation runs on a loop: ExpiryEdge tracks the date, alerts the responsible person, captures the renewal, verifies the new document, then schedules the next cycle automatically.
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 stack ordered by what expires next — so the COLP sees the next risk without opening files.
Ordered by days to expiry
Stored against the matter or person
Retrieved in seconds for client requests
Authorisations and renewals in one dashboard
Every practising certificate, contract and regulatory date shows its owner, due date and status — filter by fee earner, by what is due this quarter, or by exit-window risk.
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
Accountable for firm-wide compliance. Tracks practising certificates, PI insurance and training across all fee earners without reviewing every record.
Solicitor or Barrister
Tracks their own practising certificate, CPD hours and membership renewals, with advance notice before any authorisation lapses.
Finance or Commercial Partner
Accountable for PI cover and supplier contracts. Gets exit-window alerts so renewals are deliberate decisions, not automatic roll-overs.
What does a law firm or professional services business typically track?
SRA firm authorisation and individual practising certificate renewals, professional indemnity and public liability insurance, CPD hours and accreditation deadlines per fee earner, AML awareness and GDPR training, LEXCEL or ISO quality-mark renewals, client retainer and panel-appointment review dates, matter and limitation deadlines, and regulatory filing deadlines (accounts rules, CASS returns). Any item with a renewal or review date belongs in ExpiryEdge.
Can reminders go to individual solicitors for their own CPD and certificate renewals?
Yes. Each practising certificate and CPD deadline is assigned to the individual fee earner. They receive reminders directly — not filtered through the COLP or practice manager — and the compliance lead can receive a copy. Accountability sits with the person whose authorisation it is.
How does this work for SRA annual renewals?
You log the firm’s authorisation renewal and each solicitor’s practising certificate date. ExpiryEdge sends reminders to the COLP and the relevant individuals at your chosen intervals — typically 60, 30 and 14 days before. Documents are stored so the current certificates are available for client requests or regulatory enquiries.
Can we track client retainers and commercial agreements alongside regulatory items?
Yes. ExpiryEdge acts as contract compliance management software for the full range of legal agreements: retainer review dates, panel appointments and framework-agreement renewal windows tracked alongside regulatory items. Exit-window alerts are sent before auto-renewal clauses lock you in, and everything is visible in one dashboard.
Can ExpiryEdge track matter and limitation deadlines?
Yes. You can record court deadlines, limitation dates and key matter milestones as tracked items with their own reminder cadence and assigned fee earner. Reminders fire ahead of the date and escalate if the milestone passes without action, so critical matter deadlines never slip past the diary.
How quickly can a firm get set up?
Most teams are live in under 10 minutes. You can import existing records from a spreadsheet, log each certificate, policy, retainer and CPD deadline with its date, upload the documents, and start receiving automated reminders. ExpiryEdge offers a 14-day free trial with full access — no credit card required.
Every authorisation current, every contract renewed on your terms
Free to try. No credit card required.