CTAPP Training

Learn about the State Bar's new Client Trust Account Protection Program (CTAPP) and reporting requirements for licensees. With very few exceptions, all licensees must complete the CTAPP reporting requirements.

The State Bar has recorded Zoom webinars to demonstrate how to report the required information in My State Bar Profile, as well as sessions specifically for law firms and agencies if they pay licensee fees and how to manage Client Trust Account (CTA) reporting through Agency Billing. Licensees can also get one hour of free MCLE self-study credit by viewing a recording of an MCLE presentation on client trust accounting basics, changes to the Rules of Professional Conduct, and the new CTAPP requirements.

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Session descriptions

My State Bar Profile Training

How Lawyers Can Comply with the State Bar's New Client Trust Account Registration Requirements and Comply with Rule 2.11

  • Learn about the State Bar's new Client Trust Account Protection Program (CTAPP). 
  • Watch a demonstration of how lawyers should register their client trust accounts, including IOLTA, using My State Bar Profile. 
  • Learn how to comply with the CTAPP requirements if your law firm will register client trust accounts on your behalf. 
  • Understand how to complete the new client trust account self-assessment. 
  • Learn how to certify that you are knowledgeable about, and in compliance with, applicable rules and statutes governing client trust accounts and the safekeeping of funds entrusted by clients and others. 
  • Learn how to generate your fee payment invoice, and if mailing a check payment, understand the proper documentation required for your payment to be processed.

CTAPP MCLE Presentation

  • Learn about the basics of client trust accounting.
  • Learn about the changes to rule 1.4 and 1.15 of the Rules of Professional Conduct, effective January 1, 2023.
  • Learn about the State Bar's new Client Trust Account Protection Program (CTAPP).
  • Access the program by logging in to your My State Bar Profile, go to the State Bar E-Learning Portal section, and find "Access my e-learning site." Once you've logged in to the portal, go to "Not Started" from the Dashboard and you will be able to access the CTAPP MCLE presentation. 

Agency Billing Training

How Firm Administrators Can Use the Agency Billing Portal to Pay Licensing Fees to Comply with Rule 2.11 and Comply with the State Bar's New Client Trust Account Registration Requirements

  • Learn about the State Bar's new Client Trust Account Protection Program (CTAPP). 
  • Watch a demonstration of the State Bar's Agency Billing Portal and learn how to use it for the 2023 billing cycle, including how to register and submit payment for all the lawyers in your firm or organization. 
  • Watch a demonstration of how firm, agency, and organization administrators should document their organization’s attorneys, register their client trust accounts, including IOLTA, and relate their attorneys to their client trust accounts using the Agency Billing portal. 
  • Learn about the new rule changes that make it imperative that you submit a proper form of payment to the State Bar.
  • Learn how to generate your fee payment invoice, including payment by branch, and if mailing a check payment, understand the proper documentation required for your payment to be processed and where to send that payment to avoid late fees or nonconforming fees for your licensees.