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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

What should the monthly graded exams cover?

Your supervising attorney or judge will decide on the content of the monthly graded exams. Your supervising attorney or judge may wish to review what is covered on the First-Year Law Students’ Examination and the California Bar Examination when creating your course of study.

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.

Can I pay off my balance early?

Yes, attorneys may pay their installments in advance if they wish to complete their payments before the final deadline of October 1, 2025.

Can I omit my residential address from the PHV application?

No. Pursuant to rule 9.40 of the California Rules of Court, the application must include the out-of-state attorney's residence and office address.  

I understand that I must immediately report the termination of supervision by my Supervising Lawyer to the State Bar. How do I report this?

Once you are no longer supervised by your Supervising Lawyer, you must immediately: 

  • Log in to the Applicant Portal.
  • Click on your most recent PLP case number.
  • Report the termination by posting the information, including the date and reason for termination, to your most recent PLP case.  
  • Alternatively, you can also submit a general request through the Applicant Portal by clicking on the Help Center. 

I understand that I must immediately report the termination of supervision by my Supervising Lawyer to the State Bar. How do I report this?

Once you are no longer supervised by your Supervising Lawyer, you must immediately: 

  • Log in to the Applicant Portal.
  • Click on your most recent PLP case number.
  • Report the termination by posting the information, including the date and reason for termination, to your most recent PLP case.  
  • Alternatively, you can also submit a general request through the Applicant Portal by clicking on the Help Center. 

How do I report one of these events to the State Bar?

Changes to your licensee record information may be made in the My State Bar Profile application.

Please use the forms listed here for other self-reporting.

I forgot my login credentials. How can I reset them?

  • Nonattorneys: Click “Forgot Password” on the login page and follow the prompts.
  • Attorneys: Reset your password through My State Bar Profile.

Can I get a refund if I’m not satisfied?

You may request a refund within 60 days of your purchase as long as the course has not been accessed. Refunds for courses with technical issues will be prioritized. Processing may take up to 90 days. Credit card fees are nonrefundable. 

After a complaint has been filed, how long does it take for disciplinary charges?

An investigation of a complaint typically takes up to six months to be completed. In particularly complex cases, the investigation could take as long as a year. Many complaints are diverted out of the process along the way. For example, there could be a referral to mandatory mediation (an agreement requiring the attorney to meet certain conditions) or the attorney’s participation in other programs.

What are the consequences for attorneys not reporting their pro bono hours?

Attorneys are asked to provide their best, good faith effort at reporting the amount of pro bono and/or reduced fee legal services hours provided to low-income individuals, nonprofit organizations, or public law libraries during the past year to meet the requirement of Business and Professions Code section 6073.2. Per section 6073.2(g), failure to comply with any of the provisions of this section is not grounds for disciplinary or administrative recourse.

What can’t the Ethics Hotline do?

The Ethics Hotline:

  • Cannot offer legal advice. Staff cannot tell you what to do, review documents, or recommend a specific course of action; they can only provide references to applicable rules and authorities.
  • Cannot assist with administrative or compliance issues, such as:
    • Client Trust Account Protection Program (CTAPP)
    • Law Corporations or Limited Liability Partnerships
    • Agency billing
    • Admissions
    • MCLE compliance
    • Mandatory pro bono reporting

For these types of questions, please use the Licensee Records and Compliance Inquiry Form.

When will the program take effect?

The operative date has not yet been set; it depends on completion of the public comment and Board approval processes.

How should I manage potential conflicts of interest when enrolled in both the Law Office Study Program and the Certified Law Student Program?

Applicants enrolled in both programs, along with their respective supervisors, are expected to take proactive steps to avoid or address any actual or potential conflicts of interest or ethical issues. This includes exercising good judgment in situations where their dual roles may overlap. For example, an applicant who studies in the Law Office Study Program under the supervision of a judge should avoid appearing before that same judge when representing a client in the Certified Law Student Program.

If I am a certified law student through the CLS Program, can I take the California Bar Exam and still participate in the program?

Yes. To remain in the program, you must take your first eligible administration of the California Bar Exam, and your certification in the program will continue only until the State Bar releases results for that examination.

Who is eligible to apply?

You can participate in the program if you are currently enrolled in or have graduated from:

  • A Juris Doctor (JD) program: Have successfully completed one full year of studies and have passed or established exemption from the First-Year Law Students’ Examination, and be enrolled and in good academic standing in the second, third, or fourth year of law school.
  • A Master of Laws (LLM) program: Have a degree from a law school in a foreign jurisdiction that authorizes the applicant to practice law in that jurisdiction and is acceptable to the State Bar of California under the State Bar’s Guidelines for Applicants with a Foreign Language Degree; have successfully completed one semester or two quarters in an LLM program; be enrolled and in good academic standing in a second or subsequent semester or third or subsequent quarter of an LLM program; and have not failed to take or received results for the first California Bar Examination for which eligible, since first registering with the State Bar of California.
  • The Law Office Study (LOS) Program: Have successfully completed one full year in the Law Office Study Program, have passed the First-Year Law Students’ Examination, and be actively continuing the study of law in a law office through the Law Office Study Program.

What are the most common compliance mistakes?

Some of the most frequent compliance issues include:

  • Not performing monthly three-way reconciliations of the trust accounts
  • Errors in distribution calculations to both the law firms and clients
  • Designated licensee failing to supervise trust account recordkeeping performed by staff, bookkeepers, or outside vendors
  • Commingling personal and client funds, often through overpayment or underpayment of withdrawals from the trust account
  • Delayed or missing written notice to clients when funds are received on their behalf
  • Lack of documentation for deposits and disbursements, or incorrect amounts recorded
  • Failure to promptly distribute undisputed funds to the client or third party within 45 days
  • Missing or incomplete account journals that do not contain all required fields:
  1. Date of each transaction
  2. Client related to each transaction
  3. Amount of each deposit and disbursement
  4. Running balance
  • Failure to maintain client ledgers that contain all required fields:
  1. Date of each transaction
  2. Source of funds (payor) or payee of each transaction
  3. Amount of each deposit and disbursement
  4. Purpose of each transaction
  5. Running balance

How do I securely send my trust account records?

All documents must be uploaded through the State Bar’s secure online portal. This system ensures encrypted, confidential transmission and complies with data privacy and privilege protections.

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