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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

Do I need to submit a Certificate of Admission or Certificate of Good Standing with my PHV application to the State Bar of California?

No. However, you may submit Certificates of Admission or Certificates of Good Standing for each court to which you are admitted in lieu of listing each court and your standing in that court.

I’m a 2020 law graduate in the Original PLP. I have not yet passed the bar exam. I have satisfied all other program requirements, except that I recently received an adverse moral character determination. How long can I continue in the program?

If you have received a negative determination, you will be immediately suspended from the PLP and cannot practice as a PLL. However, you will not be terminated from the program until time has passed to request a review or final appeal, or the review or appeal has concluded. If following the review or appeal you are issued a positive moral character determination, you can continue in the program through December 31, 2025, while you seek to pass the bar exam. If you had other outstanding requirements as of May 31, 2023 (for example, you hadn’t yet received an 86 or higher on the MPRE), you will be terminated from the program as of May 31, 2023, regardless of the status of your moral character determination.

I received a positive moral character determination in 2018. Is that sufficient?

No. A positive moral character determination expires after three years unless you apply for an extension and it is approved by the State Bar. If your positive determination has expired, you must take action to participate in the PLP. You need to have either a current, nonexpired positive moral character determination or you need to submit a new Application for Determination of Moral Character, which is deemed complete and placed in filed status. Filed status means that our office has all the preliminary documentation required to begin the background investigation. Moral Character Applications are processed in the order received and can take up to two to three months for the initial review. If you submit your PLP application before the Moral Character Application is in filed status, your PLP application will say “Pending Internal Review.”

What are the key program requirements?

Participants in the Original PLP must, by May 31, 2023:

  • Have an active positive moral character determination.
  • Have achieved a score of 86 or above on the MPRE.
  • Have completed the 10-Hour New Attorney Training Program (for participants who have been in the program for one year or more, this training is required to have been completed within 12 months of entry into the program).
  • For those who did not have an 86 or above on the MPRE at the time of entry into the program, have completed within the first 30 days of provisional licensure the ethics portion of the New Attorney Training Program.

Participants in the Pathway PLP must, prior to the termination of the program, satisfy those same requirements, in addition to completing and documenting completion of 300 hours of supervised legal practice and receiving a positive evaluation from the supervisor as required by the State Bar. Only hours completed while an active participant in the PLP will count toward the 300 hours.

How do I find a supervising lawyer?

The California Lawyers Association (CLA) is collecting information about matching programs from around the state and has a provisional licensure e-community available to members where prospective supervisors and provisional licensees can connect. While the cost of joining CLA is minimal, if price is an obstacle to joining, CLA will provide assistance to individuals facing hardship if asked. Read more on the CLA resource page and find out how to join here.

  • If you plan to pursue a provisional license, you should let prospective employers know that and work with them to identify a potential supervising lawyer.
  • You must submit a signed declaration from your supervising lawyer with your application for provisional licensure. The declaration must confirm that you will be employed by, or volunteer at, the firm or organization of the supervising lawyer. The declaration must be submitted through the Applicant Portal; declarations sent via email and USPS are not automatically associated with the online application, which may delay processing.

Why does it take so long to complete the processing of my moral character application?

Applications are processed in the order in which they are received and deemed complete. The State Bar is unable to expedite applications. The duration of a moral character investigation varies due to factors such as the volume of applications received in a given time period and whether timely responses to requests for information are received from the applicant or others. Generally, it takes a minimum of approximately 180 days, or six months, from the date the application is deemed complete, to process a moral character application.

Can I take the California Bar Examination if I have a criminal record?

Yes. Eligibility to sit for the California Bar Examination is based upon your legal education. An applicant’s criminal history is addressed in the moral character application, which is separate and distinct from the bar exam application.

What are the criteria for disclosing traffic violations? Do I have to disclose speeding tickets and other moving violations? Do I have to disclose all driving violations, no matter when they occurred?

Traffic violations that resulted in a misdemeanor or felony conviction must be disclosed on the moral character application, as well as the specific examples provided in the moral character application. Violations must be disclosed without regard to when they occurred.

How do I report my educational history if I attended some colleges multiple times and some schools many years ago?

You are required to account for all periods of your education after high school. Please disclose each school you attended regardless of the duration of your attendance. If you attended a school during different periods of time, please disclose the school once and indicate each period of attendance at the school. You must upload a separate document to list each period of attendance.

What do I do if I do not know the supervisor’s email address?

You must contact the employer and attempt to obtain the information. If you do not remember your supervisor’s name or your supervisor is no longer with the business, please enter "Human Resources" into the Full Name of Supervisor field and enter the appropriate information into the Email Address of Supervisor and Phone Number of Supervisor fields. 

If the company is no longer in business (defunct), contact information will not be required once you indicate that the company is no longer in business. 

Do NOT use your own email address or phone number.

Which email address should I indicate as my preferred email?

Please use a personal email address other than your law school email address. If you use a law school or work email address to which you lose access, you may not receive communications from the Office of Admissions.

My application is in drafted status, and I am experiencing technical issues. What is the best way to resolve the issue?

Please call 415-538-2450 and ask to speak with the moral character Person of the Day. Please be prepared to email a screenshot if the issue cannot be resolved over the phone. Some issues may take more time to resolve if technical assistance is necessary.

3.2.2 How do I choose which answer to select for questions 1 (IOLTAs) and 2 (non-IOLTAs) in Step 1?

If you answer “Yes” to the Screening Question indicating that you are responsible for complying with any of the requirements or prohibitions governing the safekeeping of funds of clients and other persons under rule 1.15 of the California Rules of Professional Conduct, you must maintain a trust account—or have one maintained on your behalf—to receive and hold the entrusted funds. Therefore, you must answer “Yes …” to at least one Step 1 question. The answer you choose depends on who will be registering the account with the State Bar.

For example, if you select “Yes, I will provide or update IOLTA/non-IOLTA account information, including the balance as of December 31, 2025, via My State Bar Profile …” in response to either question 1 and/or question 2, you must complete all CTAPP reporting requirements and register a corresponding IOLTA, non-IOLTA, or both, depending on the question(s) to which you select this answer, in Step 2 (Account Registration) in My State Bar Profile.

If you select “Yes, a firm or organization I am currently employed by or in practice with will provide or update the account information via Agency Billing, including the balance as of December 31, 2025” in response to either question 1 and/or question 2, you must complete all CTAPP reporting requirements. A firm or organization can only register a corresponding IOLTA, non-IOLTA, or both, depending on the question(s) to which you select this answer, via the State Bar’s Agency Billing platform. Regardless of whether you select this answer, it remains your responsibility to ensure that all necessary account details are registered, including the December 31 balance. You should be sure to confirm with your firm or organization administrator that they will register the required information via the State Bar’s Agency Billing platform by the deadline.

If you select “Yes, however, I am no longer employed by or in practice with the firm or organization. I understand that I am not required to register trust accounts that are maintained by a firm or organization that I am no longer employed by or in practice with as of December 31, 2025” and you did NOT also select any of the other “Yes …” answers, you do not have to register any accounts in Step 2 (Account Registration). You are not required to register accounts that are maintained by a firm or organization that you are no longer in practice with as of December 31, 2025. If there are no other accounts that you maintained or were maintained on your behalf, you may proceed to Step 3 (Self-Assessment).

You may choose as many “Yes” answers to the same question as are applicable to your situation. You may not simultaneously select a “Yes” and “No” answer to the same question. If you choose multiple “Yes” answers requiring trust account registration, you must have multiple trust accounts registered in Step 2. For example, if you choose “Yes, I will provide or update IOLTA account information, including the balance as of December 31, 2025, via My State Bar Profile …” and “Yes, a firm or organization I am currently employed by or in practice with will provide or update the IOLTA account information, including the balance as of December 31, 2025, via Agency Billing …” in response to question 1, you must have two IOLTA accounts registered in Step 2, one registered via My State Bar Profile and one registered via Agency Billing.

Your responses to questions 1 (IOLTA) and 2 (non-IOLTA) in Step 1 should never be “No …” and “No …” because you answered “Yes” to the Screening Question indicating that you were responsible for complying with any of the requirements or prohibitions governing the safekeeping of funds of clients and other persons under rule 1.15 of the California Rules of Professional Conduct.

Please see the tables, below, to see the Account Type and the Application Type (the application through which the account must be registered) (see Image 1) for each response to the Step 1 questions.

Image 1. My State Bar Profile Step 2 Account Registration Grid

Image
How do I choose which answer to select for questions 1 and 2 in Step 1?
Step 1 Question 1 (IOLTA) ResponsesAccount Type Required in Step 2Application Type (Registered Through)
“Yes, I will provide or update IOLTA (or similar pooled) account information, including the balance as of December 31, 2025, via My State Bar Profile …”CA IOLTA or non-CA IOLTAMy State Bar Profile
“Yes, a firm or organization I am currently employed by or in practice with will provide or update IOLTA (or similar pooled) account information, including the balance as of December 31, 2025, via Agency Billing …”CA IOLTA or non-CA IOLTAAgency Billing
“Yes, however, I am no longer employed by or in practice with the firm or organization. I understand that I am not required to register trust accounts that are maintained by a firm or organization that I am no longer employed by or in practice with as of December 31, 2025.”No account registration required.-
“No, I did not maintain an IOLTA or similar pooled trust account in another jurisdiction, and no firm maintained one on my behalf, but I did maintain a non-IOLTA trust account or a non-IOLTA trust account was maintained on my behalf.”No account registration required.-
Step 1 Question 2 (Non-IOLTA) ResponsesAccount Type Required in Step 2Application Type (Registered Through
“Yes, I will provide or update non-IOLTA account information, including the balance as of December 31, 2025, via My State Bar Profile …”Non-IOLTAMy State Bar Profile
“Yes, a firm or organization I am currently employed by or in practice with will provide or update the non-IOLTA account information via Agency Billing …”Non-IOLTAAgency Billing
“Yes, however, I am no longer employed by or in practice with the firm or organization. I understand that I am not required to register trust accounts that are maintained by a firm or organization that I am no longer employed by or in practice with as of December 31, 2025.”No account registration required.-
“No, I did not maintain a non-IOLTA or similar trust account in another jurisdiction, and no firm maintained one on my behalf, but I did maintain an IOLTA or an IOLTA was maintained on my behalf.”No account registration required.-

3.4.1 Where can I see the questions I will be asked during the self-assessment?

The CTAPP self-assessment questions can be viewed in the CTAPP self-assessment preview.

5.1 Can my firm complete my CTAPP reporting on my behalf?

Law firms and organizations can complete only one step of the requirements for the lawyers who work for them, which is registering trust accounts on their behalf. Even if the firm registers the account on behalf of the lawyer, the lawyers must still log in to My State Bar Profile and complete the initial report of whether they maintained a client trust account or one was maintained on their behalf, the self-assessment, the certification that they are knowledgeable about and in compliance with the rules regarding the safekeeping of funds, and the declaration.

If the firm or organization that you are currently employed by or in practice with is registered with the State Bar’s Agency Billing platform, the firm or organization may register the client trust accounts on the lawyer’s behalf. However, the State Bar must receive the trust account registration data by the reporting deadline. If you or your firm or organization fail to report this information by the deadline, you will be assessed a noncompliance penalty.

Please contact your firm or organization administrator to confirm whether they will report the trust account registration data on your behalf. The firm must identify, via the Agency Billing platform, each licensee who is covered by the firm’s submission of account information on behalf of the firm’s lawyers.

Lawyers can determine whether their firm has reported account information on their behalf during the CTAPP registration process in My State Bar Profile or, if they have already completed their individual reporting requirements, by clicking on the “View a Summary of your CTAPP Annual Reporting” link on the CTAPP Annual Reporting tile on the Compliance Dashboard page.

How do I track and report my pro bono or reduced fee legal services hours?

Attorneys are expected to track their own hours for the purposes of this reporting requirement. Some law firms require their attorneys to track this time already. A nonprofit with whom the attorney provides pro bono legal services may assist in tracking hours.

Attorneys are asked to report pro bono and reduced fee hours as a range (e.g., 1–5 hours, 6–10 hours, 11–19 hours, etc.). Attorneys will also be able to select 0 hours or less than 1 hour of pro bono or reduced fee legal services hours, or select the checkbox if you did not track your hours or you prefer not to answer.

This resource walks you through reporting pro bono hours on My State Bar Profile.

What qualifications does the attorney or judge under whom I study need?

An attorney must be an active licensee in good standing of the State Bar, who has practiced law continuously for at least five years in any United States jurisdiction and actively practiced law in California or taught law in a California law school for at least two years immediately preceding the time of supervision. A judge must be a judge of a court of record in California, such as a California Superior Court or California Court of Appeal. Please refer to rule 4.29(B) of the Rules of the State Bar.

In addition, a supervising attorney or judge may not supervise more than two LOS students simultaneously.

I have completed all of the screen elements and the course is still stuck or frozen on a particular screen; OR I have completed a course but it still shows as being in progress or takes me back to the beginning; OR I went back to complete a course and it is not resuming where I left off.

These issues are likely the result of the learner’s device referring to an earlier memory cache (version) of the course and the device not refreshing correctly. The following steps usually resolve this issue:

  1. Clear your browser’s memory cache/history.
  2. Try using a different Internet browser. See below for optimal settings.
  3. Try launching the course on a different device.

Optimal Settings:

Image
optimal settings

I returned to complete a course and it is not resuming where I left off.

Depending on the type of screen you are on when you exit, the course will resume at that point or at the beginning of the same section. However, if this is not the case, your device may be referring to an earlier memory cache (version) of the course and may not be refreshing correctly. Try carrying out each of these options until you resolve the issue: 

  1. Clear your browser’s memory cache/history
  2. Try using a different Internet browser. The following are optimal: Windows 7/10: Google Chrome, Internet Explorer 11 or above; iOS Safari
  3. Try launching the course on a different device.

Who is eligible to participate in the Installment Payment Plan?

Attorneys who are eligible for fee scaling and agree to comply with all required obligations by the April 1, 2025, including: 

  • Attorney profile verification
  • Client Trust Account Protection Program
  • MCLE compliance (if applicable) I

f an attorney is assessed a noncompliance penalty for any required annual reporting obligation, they will no longer be eligible for the installment plan and must pay all outstanding fees and costs in full by June 30, 2025.

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