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Discover how CNA SORCE®
can help give your
business an edge.
Continuing Education
Online Courses
Agent and Broker Courses
SORCE® Catalog

When your people are your #1 resource, you need a variety of learning opportunities to help them understand emerging risks. CNA SORCE® offers flexible classes that let your employees learn new strategies to help reduce your business exposures, some of which offer continuing education credits.

When you do business in a fast-paced environment, you need risk control resources without delay. CNA offers a variety of instructional delivery methods, including on-demand, webinars, podcasts and e-learining to accommodate personal styles.

A thorough understanding of risk exposures is critical to finding appropriate and cost-effective insurance solutions for clients. At CNA, we are dedicated to helping independent agents and brokers gain a deeper understanding of the industries they serve.

When you're focused on running a successful business, you don't have a lot of time to search for new ways to manage risk. Our SORCE® Catalog provides a full listing of complimentary programs and classes available to all of our customers and agents.





CNA Lawyers’ Allied Vendor Program

CNA has identified companies offering services that may help to strengthen your law firm’s risk control programs and provide needed services outside of an insurance carrier’s purview. The below companies that participate in our Allied Vendor Program can assist you in developing critical programs and procedures that may help you avoid and manage professional liability exposures in your law practice. As a value-added service for our customers, many of our Allied Vendors offer their services at preferred rates for CNA insureds that reference the Allied Vendor Program.

Practice Management Software

 American LegalNet  is a leading provider of a “Desktop to Courthouse” software suite for all sized firms and legal departments that enhances workflow efficiency, minimizes risk and reduces cost. American LegalNet’s industry-leading suite of products includes the award-winning eDockets, Forms WorkFlow and eFiling Portal, which encompasses docketing, calendaring, court rules, court forms and electronic court filing. In addition, a significant menu of supporting professional services is offered. CNA policyholders will receive a 10% discount.

Clio  is a cloud-based legal practice management platform that keeps your all-important matters, contacts and documents as available as your nearest internet device. If you already use other popular cloud services such as Dropbox or Google Apps, Clio will make you smile by tying them together in a single, easy-to-use system. With dozens of more advanced features like terrific time-tracking, comprehensive calendaring, and beautiful billing, Clio will save you time and help you look polished and professional to your clients. We are pleased to offer CNA policyholders a 10% lifetime discount. Click here to get started with your Free Clio Trial!


LawBase  is a leading case and matter management software package that is currently being used by thousands of law firms, Fortune 500 corporate legal departments and government agencies nationwide. LawBase was developed by Synaptec Software, a veteran company in the software field with more than 32 years of experience in developing the most adaptable, intuitive case and matter management product on the market today. CNA policyholders will receive a 10% discount.


Document Management Software

 MetaJure a new generation Document Management System (DMS) that automatically captures, tags and stores 100% of a firm’s documents and emails, eliminating the need for lawyers and staff to waste time manually profiling work product. With MetaJure, retrieving information is easy and intuitive thanks to a Google-like search tool that’s accessible even from mobile devices. Lost files or document evidence are among the top five most commonly alleged errors in professional liability claims. With MetaJure, lawyers stop wasting time on unproductive tasks, find documents they want when they want them, and proactively manage their professional liability risk. And, MetaJure works as a stand-alone DMS or alongside traditional document management systems. We are pleased to offer CNA policyholders a 10% discount on their first year of MetaJure.

Docketing, Calendaring and Case Watching

CourtAlert  is a leader in providing court data and case management software to
large law firms and departments. CourtAlert provides a variety of services to meet the needs of our clients such as anonymous electronic watching of any U.S. Federal case, all courts in New York, as well as other jurisdictions. We offer Premier Docketing Software – our patented case management system is considered one of the best in the industry. In addition, we offer risk-reduction services such as ECF Assurance, a method to verify that you are aware of changes in your Federal Court cases even when the court does not notify you – an issue that has resulted in the loss of millions. CourtAlert’s innovative and attentive support team is the foundation of our reputation. CNA policyholders will receive a 10% discount. Get started today: (NY) 212-227-0391, (LA) 213-612-7771,

JuraLaw® by Law Bulletin Publishing Company is a completely web-based (SaaS) national solution that combines full-featured case, calendar and docket management with the enhanced content of court calendars, court dockets and court rules. This legal case management software helps law firms to mitigate the potential for legal malpractice exposure by keeping a firm’s lawyers on track for critical deadlines and on time for court appearances. JuraLaw offers over 150 reports, as well as search filters for case monitoring and business analysis purposes. JuraLaw can easily be integrated with Outlook calendars and NetDocuments, a document management system. JuraLaw tenured customer support and account management teams include experienced courthouse and docket professionals. These teams insure that law firm personnel take advantage of JuraLaw features that will make their docketing most efficient and accurate. Since 1984, Chicago’s top law firms have come to depend upon Law Bulletin for their docketing needs. JuraLaw provides docketing you can count on from a company you can trust. CNA policyholders will receive a 10% discount.

Court Reporting, Record Retrieval and Trial Support

U.S. Legal Support provides court reporting, record retrieval and trial support services to local and national law firms, major corporations and insurance carriers. At U.S. Legal Support, we believe in providing personalized services tailored to fit the needs of our clients. As one of the largest full-service litigation support companies in the nation, we provide local specialists with national resources. Contact us to learn more about our custom solutions. CNA policyholders will receive a 10% discount.

Data and Communication Security


Virtru empowers law firms, Fortune 100 legal departments, federal agencies, state and local governments, and more to unlock the power of their data while maintaining control and managing risk, everywhere the data is stored and shared. Virtru provides flexible, easy to use, and trusted privacy technologies that govern access to data throughout its full lifecycle – from creation to transmission, storage, analysis and sharing – to ensure compliance, protect intellectual property and manage risk. More than 5,000 organizations around the globe trust Virtru for data security and privacy protection. CNA policyholders receive a preferred 25% discount on Virtru services.


IronBox provides data protection services such as cloud-based secure file transfer and email encryption for CNA clients. Our elegant and simple to use interface design results in higher compliance and satisfaction rates. IronBox helps our clients protect sensitive data and stay compliant with data protection requirements such as HIPAA, HITECH, SOX, PCI, NERC, CIP, CNA and numerous other federal, state and international laws. IronBox is designed and coded by leading security experts and our systems automatically apply multiple layers of protection to data-at-rest, in-transit and more with the highest available encryption technologies (AES 256 and variable length RSA). CNA policyholders receive a preferred 15% discount on IronBox services

Silent Circle  is a global private communications company headquartered in Switzerland, providing a revolutionary Enterprise Privacy Platform that enables private and secure communications via voice, video, text and file transfer on mobile devices. Silent Circle was co-founded by Mike Janke, former Navy SEAL, security expert Phil Zimmerman, the creator of both PGP, the most widely used email encryption software in the world, and ZRTP, the secure VoIP standard, and 2012 inductee into the Internet Hall of Fame, and Jon Callas, creator of Apple’s whole disk encryption and co-founder of PGP Corporation. For more on Silent Circle, go to CNA policyholders will receive a 10% discount for Silent Circle Mobile. This discount includes Silent Phone for iOS and Android devices.


IP Solutions

Alt Legal  is a different kind of IP docketing software. Developed by attorneys and IP paralegals, our award-winning, automated software is trusted by Am Law firms, leading IP boutiques and corporate legal departments to handle hundreds of thousands of filings daily. Our cloud-based tools automatically update statuses and deadlines, collect client details, and generate new IP filings. Simply, our service, technology and ease-of-use are like nothing else on the market. We never charge for migration, setup or support. We are pleased to offer CNA policyholders a 10% lifetime discount.


New Business Intake, Conflict Management and Information Security Software

Intapp provides software products and services that enable law firms to thrive in an increasingly competitive marketplace by improving client service, increasing profitability and reducing operational costs. Intapp’s risk practice group focuses on understanding existing pressures and emerging trends, and translating this knowledge into products and best practices. Intapp offers innovative risk products for law firm new business intake, conflict management and information security.

eDiscovery and Consulting Services

 RVM Enterprises, Inc.  is a preferred provider of eDiscovery and consulting services to leading corporations and Am Law 100 firms around the globe. RVM’s services include Forensics, Data Processing and Production, Data Hosting, Advanced Data Analytics, Managed Document Review and Consulting Services. A leader in the eDiscovery industry for two decades, RVM’s expertise has been recognized by many organizations. It has been named the Best End-to-End eDiscovery Service Provider by both the New York Law Journal and the New Jersey Law Journal. RVM was also distinguished for the fifth consecutive time on the Inc. 5000 honor roll, an exclusive ranking of the nation’s fastest growing private companies. When reaching out to RVM for services, please let us know that you are a CNA policyholder to receive your 10% discount.





Please note that although CNA Risk Control screens participating companies, all services are directly contracted with the vendor. CNA is not a party to any of these agreements with the vendors noted herein. Please directly contact the company for additional information.

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One or more of the CNA companies provide the products and/or services described. The information is intended to present a general overview for illustrative purposes only. It is not intended to constitute a binding contract. Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions and exclusions for an insured. All products and services may not be available in all states and may be subject to change without notice. “CNA” is a registered trademark of CNA Financial Corporation. Certain CNA Financial Corporation subsidiaries use the “CNA” service mark in connection with insurance underwriting and claims activities. Copyright © 2020 CNA. All rights reserved. 20200513 0941-BRK MGMT