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FORM 1: LAW FIRMS & ACCOUNTING FIRMS

CLE/CPE Compliance & Workflow Solutions

Form Title: "Law Firm & Accounting Firm CLE/CPE Solutions"

Intro Copy (Above Form): "Streamline your firm's continuing education compliance while reducing costs and expanding your multi-state training footprint. Let's design a custom CLE/CPE solution that fits your firm's needs."

FORM FIELDS:

1. Firm Information

  • Firm Name* (text field)

  • Your Name* (text field)

  • Your Title/Role* (dropdown)

    • Managing Partner

    • Professional Development Director

    • Chief Learning Officer

    • Operations Manager

    • Other

  • Email* (email field)

  • Phone (text field)

2. Firm Profile

  • Firm Size* (dropdown)

    • Solo practitioner

    • 2-10 attorneys/CPAs

    • 11-50

    • 51-200

    • 201-500

    • 500+

  • Primary Practice Areas/Services* (checkboxes - select all that apply)

    • Corporate/Transactional

    • Litigation

    • Tax

    • Accounting/Audit

    • Real Estate

    • Employment

    • IP/Technology

    • Other: ___________

3. Geographic Footprint

  • In which states does your firm need CLE/CPE compliance?* (text area)

    • Example: "Primarily NY, NJ, CA—but some attorneys licensed in 15+ states"

4. Current Challenges (checkboxes - select all that apply)

  • ☐ Managing compliance across multiple state requirements

  • ☐ High costs for external CLE/CPE programs

  • ☐ Lack of internal training resources

  • ☐ Difficulty tracking attorney/CPA credit hours

  • ☐ Need for firm-specific or practice area content

  • ☐ Onboarding training for new hires

  • ☐ Client-facing educational programs

  • ☐ Other: ___________

5. Your Goals (checkboxes - select all that apply)

  • ☐ Reduce CLE/CPE costs

  • ☐ Centralize compliance tracking

  • ☐ Develop custom firm training programs

  • ☐ Expand multi-state accreditation coverage

  • ☐ Improve attorney/staff engagement with training

  • ☐ Create client education offerings

  • ☐ Other: ___________

6. Current Training Approach (radio buttons)*

  • We outsource all CLE/CPE to third-party providers

  • We have an internal training team

  • We use a mix of internal and external resources

  • We have no formal training program

7. Annual CLE/CPE Budget (optional) (dropdown)

  • Under $10K

  • $10K-$25K

  • $25K-$50K

  • $50K-$100K

  • $100K-$250K

  • $250K+

  • Prefer not to say

8. Timeline (dropdown)*

  • Exploring options (no immediate timeline)

  • Next 1-3 months

  • 3-6 months

  • 6-12 months

9. Additional Information (text area - optional) "Tell us anything else about your firm's training needs or challenges:"

10. How did you hear about us? (dropdown - optional)

  • Google search

  • LinkedIn

  • Referral

  • CeriFi website

  • Industry event/conference

  • Other: ___________