An out-of-state attorney, who is in good standing in their jurisdiction, and does not live, work, or conduct regular business in California can request permission from a California state court (superior court, Court of Appeal, or Supreme Court) to represent their client as counsel pro hac vice, which is a Latin term meaning "for this occasion." PHV is approved for a particular case, and an active licensee of the State Bar of California must be associated as attorney of record for the case. Please refer to rule 9.40 of the California Rules of Court.

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.

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Please contact our support team via email at elearning@calbar.ca.gov. Please note, response times may take up to 48 hours. 

The State Bar’s Office of Chief Trial Counsel handles complaints about unethical attorney conduct from several different sources, including clients, family and friends of clients, courts, opposing counsel, members of the public or other third parties, and anonymous submissions.

An inquiry is opened for every written communication that involves a complaint about an attorney’s conduct. After the inquiry is evaluated, the accused attorney may be diverted out of the system, or the inquiry may be closed.

If it appears that the attorney may be a repeat offender or may have committed a violation where there is a serious likelihood of discipline being imposed, an investigator and a State Bar prosecutor take responsibility for the investigation.

The accused attorney is given an opportunity to respond, witnesses are contacted, and documents are reviewed. At the investigation’s conclusion, the State Bar decides whether to:

• Dismiss the complaint,
• Impose an informal confidential resolution, or
• File disciplinary charges.

The Notice of Disciplinary Charges is filed in State Bar Court, where it is assigned to a hearing judge. The accused attorney then must file an answer or risk a default judgment or involuntary enrollment as an inactive bar member.

If a settlement cannot be reached, the case goes to trial in State Bar Court. After the trial, the hearing judge issues a written decision. Either side may appeal the decision to the State Bar Court’s Review Department.

The California Supreme Court is the final arbiter in attorney discipline cases.

In addition to reporting pro bono legal services, Business and Professions Code section 6073.2(b)(2) requires attorneys to report the amount of reduced fee legal services hours performed for low-income individuals, nonprofit organizations, or public law libraries established under section 6360. Some examples of reduced fee legal services might include offering affordable help through programs like bar association reduced fee panels or legal clinics that provide services on a sliding scale. 

Per Business and Professions Code section 6073.1(d), reduced fee legal services means “providing or enabling direct delivery of legal services at a substantially reduced rate affordable to persons of limited means to either a person of limited means or a person or organization identified in subparagraph (A), (B), or (C) of paragraph (1) in subdivision (c) of section 6073.1.”  

You can reach the Ethics Hotline in two ways:

• By phone: Call 1-800-238-4427 (within California) or 415-538-2150 (outside of California). Hours: Monday–Friday, 9:00 a.m. to noon (PST). You may speak with a live agent or leave a callback number. Calls are returned in the order received.
• Online request form: Submit a Research Assistance Request Form at any time. A staff member will respond by phone within one to two business days in the order received.

Staff will compile and summarize comments for the Working Group, which may then revise its tentative proposal. Staff will submit the Working Group and staff recommendations to the Board.

The compliance review itself is not a disciplinary proceeding. However, serious or unresolved findings may result in a referral to the Office of Chief Trial Counsel. Attorneys who demonstrate good faith effort to comply and correct issues are generally supported with guidance and corrective measures, not discipline.

A client ledger is a record of all trust account transactions for a specific client or matter. The account journal is a running record of all transactions affecting the entire trust account. The client ledger tracks individual client balances, while the journal shows the total activity in the account.