Managing Legal Staff Training and CLE Tracking in Microsoft Viva Learning
Estimated reading time: 8 minutes
Overview / Introduction: As the legal industry evolves, firms are under increasing pressure to keep their legal professionals not only compliant with Continuing Legal Education (CLE) mandates but also skilled in emerging technologies and operational efficiencies. This week we’re exploring how to manage legal staff training and CLE tracking using Microsoft Viva Learning.
Tools & Prerequisites: Microsoft Teams, Microsoft Viva Learning, SharePoint, access to learning management systems (LMS).
Key takeaways:
- Centralized access to diverse learning materials boosts efficiency.
- Personalized learning paths enhance engagement and compliance.
- Viva Learning simplifies assignment and tracking of training tasks.
- Advanced CLE tracking requires integration with specialized LMS.
- Careful planning is crucial for successful implementation.
Table of contents:
- What Is Microsoft Viva Learning—and Why It Matters to Law Firms
- Centralized Access to Legal Training Content
- Personalized Learning Paths for Legal Roles
- Assigning and Tracking Legal Staff Training
- How to Deploy Viva Learning for CLE in Your Firm
- Practical Workflow Example for CLE Tracking
- Use Cases Where Viva Learning Shines
- Actionable Tips for Legal Professionals
- Leverage Our Expertise in Legal Tech & Microsoft 365
- Let’s Talk!
- References
What Is Microsoft Viva Learning—and Why It Matters to Law Firms
Microsoft Viva Learning is a centralized learning platform built into Microsoft Teams…
Centralized Access to Legal Training Content
One of the strongest features of Microsoft Viva Learning is centralization…
Personalized Learning Paths for Legal Roles
CLE requirements vary by jurisdiction, and different legal roles benefit from different learning tracks…
Assigning and Tracking Legal Staff Training
Viva Learning adds basic assignment and tracking functionality…
How to Deploy Viva Learning for CLE in Your Firm
Implementing a learning platform—especially for legal operations—requires careful planning…
Practical Workflow Example for CLE Tracking
Let’s break down a real-world use case showing how your legal department can manage CLE training…
Use Cases Where Viva Learning Shines
| Feature | Supported Natively | Requires Integration |
|---|---|---|
| Centralized access | ✅ Yes | No |
| Personalized recommendations | ✅ Yes | No |
| Assignment/tracking | ✅ Basic | ✅ Advanced |
| Detailed CLE hour reporting | ❌ No | ✅ Yes |
| Compliance audit readiness | ❌ No | ✅ Yes |
Actionable Tips for Legal Professionals
For Legal Secretaries and Admins:
- Familiarize yourself with accessing Viva Learning from the Teams sidebar.
- Use saved SharePoint links to upload recurring firm trainings.
- Support managers by tracking course assignments and scheduling deadlines.
For Attorneys and Paralegals:
- Regularly check the Learning tab in Teams for new CLE or training assignments.
- Use personalized recommendations to fulfill elective CLEs aligned with career goals.
- Report completions and certifications to HR or compliance when required.
For IT and Legal Operations Managers:
- Conduct a system audit to determine which LMS platforms are in use.
- Work with vendors to enable Viva – LMS API integrations.
- Align training taxonomies with legal compliance teams.
Leverage Our Expertise in Legal Tech & Microsoft 365
At Automated Intelligent Solutions, we specialize in helping law firms…
Let’s Talk!
Ready to streamline your CLE tracking and legal staff training with Microsoft Viva Learning? Contact our team today for a personalized consultation or demo.
