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Common questions

How do I file a complaint against my lawyer or a lawyer referral service?

If you believe your lawyer has done something wrong, you can file a complaint with the State Bar. Complaints may be submitted online or by mail. If you have questions or need assistance in completing the form, call the State Bar’s Attorney Complaint Hotline at 800-843-9053. For more information on reporting a lawyer to the State Bar and handling other problems, read the legal guide If You Have a Problem with an Attorney.

If you have a complaint about a certified or uncertified LRS, you can file a complaint against the service with the State Bar. In order to promote public protection, the State Bar will review your complaint to determine if the LRS has violated Business and Professions Code Section 6155 and State Bar Rules.

For more information on certified lawyer referral services, contact LRS@calbar.ca.gov.

When are the annual fees due?


The due date is by March 30, or the next business day if that date falls on a weekend or holiday, each year during the annual license renewal process. The 2025 annual deadline is April 1, 2025. If you miss the deadline, you will be charged a penalty ($103 for active attorneys, $31 for inactive attorneys).

What activities qualify for general MCLE credit?

Activities that qualify for general MCLE credit must: (1) relate to legal subjects that are directly relevant to California attorneys, and (2) offer current, significant educational, professional, or practical content with the specific objective of increasing each participant’s professional competency as an attorney. Programs created primarily for nonattorney audiences (for example, general public, clients, or business staff) do not qualify and will not be approved for general MCLE credit. More on Standards for MCLE activity Approval.

What is IOLTA?

IOLTA stands for Interest on Lawyers’ Trust Accounts. Attorneys deposit client funds that they plan to hold briefly, or that are too small to earn interest for the client, into larger shared accounts. Over 73,000 attorneys make deposits in approximately 49,000 IOLTA accounts in California. As of September 2019, IOLTA accounts hold nearly $5 billion. Any interest earned on these accounts is paid by financial institutions to the State Bar, which in turn distributes those funds as grants to qualified nonprofit civil legal organizations throughout the state.

Refer to the State Bar’s IOLTA FAQ page for more information.

All Help Topics

Can I extend my certification period under my current or previously approved Supervising Attorney(s)?

No. Your certification is only valid for the period stated in your application. You must submit a new Application for the Certified Law Student Program in the Applicant Portal with the required documentation and fee.

I graduated last year. Could I still apply for the program?

No. An applicant who graduates from a juris doctor (JD) program, completes one year in a Master of Laws (LLM) program, or completes their law study through the Law Office Study Program is eligible to apply for the Certified Law Student Program for up to 30 days after completing the program.

Can I pause my studies while participating in the LOS program?

No, you cannot pause your studies during your six-month study period. A pause between sessions can take place; however, your participation in the LOS Program will be terminated if you fail to submit a semi-annual report within a year of your last semi-annual report. You will retain law study credit already received and recognized by the State Bar.

What happens if I miss a response deadline, provide poor records, delay providing documents, or do not cooperate?

Poor recordkeeping, delayed responses, or lack of cooperation may prolong the compliance review and may be considered noncompliance with CTAPP requirements. Consequences can include: 

  • Additional time and cost, as the CPA may need to spend more hours completing the review due to incomplete or unclear documentation 
  • Serious or unresolved findings that may result in escalation to an investigative audit by the State Bar or possible referral to the Office of Chief Trial Counsel for potential disciplinary action 

Timely communication and good faith cooperation are essential. If you anticipate any delays, you are encouraged to notify the CPA or the State Bar as early as possible. Reasonable extensions may be granted when appropriate.

What records am I required to maintain for my trust account?

The standards of rule 1.15 of the California Rules of Professional Conduct require attorneys to maintain the following trust account records for each client matter:

  • Account journal for each trust account, organized in chronological order with the daily running balance for the overall trust account
  • Client ledgers showing all receipts and disbursements for individual clients, organized in chronological order with the daily running balance
  • Bank statements with copies of checks
  • Monthly three-way reconciliations balancing the account journal, client ledgers, and bank statements, including support documentation required to complete monthly reconciliations, such as monthly client ledger summaries, lists of outstanding deposits, and lists of outstanding disbursements

In addition, records supporting Rules of Professional Conduct, rule 1.15, and other related statutes governing trust account recordkeeping practices include:

  • Records of notices to clients or other persons of the receipt of funds within 14 days
  • Records supporting all deposits and disbursements to establish compliance
  • Engagement letters, fee agreements, settlement agreements, invoices or billings, and client communications regarding fees, accounting, and disputes

We recommend completing the Firm Self-Assessment with Practice Aid for a complete list of records and recordkeeping practices to evaluate compliance with the Rules of Professional Conduct and applicable law regarding the safekeeping of funds entrusted by clients or others and any related obligations.

Does uncompensated work by volunteer attorneys at a legal aid organization or law school, or as a court mediator, count as pro bono legal services?

Yes. Uncompensated work by volunteer attorneys that enables the delivery of legal services at a charitable, religious, civic, community, governmental, or education organization in matters in furtherance of its organizational purposes would qualify as bono hours as defined under Business and Professions Code section 6073.1(c)(1)(C). This includes volunteer teaching at a law school as well as volunteer mediation or arbitration services provided through a court, even when the parties are not indigent.

I reside out of state but decided to travel to California to be fingerprinted using a California Live Scan service. However, I was sent a rejection notice regarding my Live Scan fingerprints. What should I do?

You have two options: (1) You can return to California and follow the instructions for being re-fingerprinted by a Live Scan vendor using the same OATI number; OR (2) You can order fingerprint cards and follow the instructions for out-of-state attorneys or out-of-country attorneys.

If I am unable to do pro bono work, can I make a financial contribution?

Absolutely! All attorneys are encouraged to contribute their time and/or financial support. Please consider making a contribution directly to a pro bono legal services provider, or contribute to the Greg E. Knoll Justice Gap Fund annually through the State Bar licensee fee statement or on the State Bar’s website

Can I submit all of my hours as self-study?

No. To complete the audit you need to submit proof of completion of the required number of participatory courses. At least one-half of any MCLE requirement must be completed via participatory courses.

What is the criteria for financial assistance and how much does it cover?

Contact the LAP office for details about the income eligibility requirements and the application process. Financial assistance can cover up to one year of LAP group fees and one year of lab testing fees.

For more information, see the LAP Growth Grant Criteria.

Can I be trained in an area outside my usual practice?

Yes. Many legal aid and pro bono legal services providers offer training in substantive legal areas that volunteer attorneys may not already be familiar. You can learn about a new area of law and, in many cases, be connected with a mentor who is an expert in the field, who can answer questions that may come up as you go along. Pro bono work is a great way to gain both knowledge and experience. Contact a pro bono or qualified legal services provider to explore the opportunities. You can also find training opportunities through the Practising Law Institute or Pro Bono Training Institute.

What is a registered Foreign Legal Consultant?


A Registered Foreign Legal Consultant is admitted to practice and is in good standing as an attorney, counselor at law, or the equivalent in a foreign country and has a current State Bar Certificate of Registration as a Foreign Legal Consultant. A Registered Foreign Legal Consultant may practice the law of their country in California but may not practice California law. Please see rule 9.44 of the California Rules of Court and Title 3, Division 3, Chapter 4 of the Rules of the State Bar.

Can the State Bar recommend a Live Scan vendor?

The State Bar does not oversee Live Scan vendors and cannot endorse or recommend vendors to attorneys.The DOJ has a list of certified Live Scan vendors. Attorneys are encouraged to select a California DOJ certified Live Scan vendor.

What effect does IOLTA have on the owner of the funds?

None. IOLTA only involves funds that a lawyer would not otherwise invest on the client's behalf because those funds would not produce net income over the cost of investing them.

Professional Support & Client Protection


Administers the Client Security Fund, which reimburses those who have lost money or property due to theft or dishonest conduct by a California attorney. Supports law students, State Bar applicants, and current and former attorneys who require monitoring for substance use and behavioral health issues, including attorneys participating in the State Bar Court’s alternative discipline program. In addition, the office administers the voluntary portion of the Lawyer Assistance Program, which provides a variety of services to help law students, State Bar applicants, and current and former attorneys who are struggling with substance use, behavioral health issues, or other personal and/or career concerns. The office also monitors attorneys who are disciplined and must comply with conditions pursuant to a probation or reproval matter.

Admissions


Carries out all activities that enable the California Supreme Court to grant licenses to newly qualified entrants to California's legal profession. The office develops, administers, and grades the California Bar Exam and the First-Year Law Students’ Exam and conducts moral character investigations of all applicants. The office is also responsible for California's uniquely diverse pathways to the law. It supports the Committee of Bar Examiners in accrediting California-accredited law schools and registering unaccredited law schools. It also administers programs that allow lawyers licensed in other jurisdictions or law students to practice in certain defined, limited areas, as well as programs to certify specialists in 13 areas of legal practice. In 2020, the office developed a new program for the provisional licensure of recent law graduates and others.

Can I mail in a printed test?

 

No, all MCLE tests offered by the State Bar are available only online. Only the online self-assessment tests are eligible for MCLE credit.

What does Ethics School offer?

Ethics School provides an overview of the California Rules of Professional Conduct and relevant provisions of the State Bar Act. It is designed to help attorneys identify and avoid common ethical pitfalls in practice. The course is self-paced and available on the State Bar’s E-learning Portal 24/7. It replaces the live monthly sessions previously offered.

How are LAP group meetings different from self-help group meetings like The Other Bar, and why do I need to participate in both?

Participation in self-help recovery groups is an essential element of recovery for many people. LAP groups are an important adjunct to the recovery process, rather than a substitute for participation in self-help programs.

LAP groups are supportive process groups that are facilitated by licensed mental health professionals. LAP groups differ from self-help groups by providing an individualized focus to the recovery process and more personalized support from the group, under the guidance of the group facilitator. Only law students, State Bar applicants, and attorneys are in the LAP groups. It is not open to the general public.

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