Will you send me a reminder before my deadline? Will there be a reminder in My State Bar Profile?
No. The State Bar will not send a reminder before your NAT completion deadline. You are personally responsible for tracking and meeting your deadline.
If you do not complete NAT by your deadline, the State Bar will send you a notice of noncompliance. The notice will explain that you must complete NAT and pay any assessed noncompliance penalty to avoid being enrolled as inactive and becoming ineligible to practice law.
Because NAT is a onetime requirement, it may not appear in the same area of My State Bar Profile as your annual MCLE compliance obligations. Remember to:
Keep your email address and mailing address current with the State Bar,
Review your notifications in My State Bar Profile regularly, and
Complete NAT well before your deadline.
If I miss the deadline, how do I pay the noncompliance penalty?
If you do not complete NAT by your deadline, you will be assessed a noncompliance penalty, which may take up to 90 days to appear in My State Bar Profile. To pay the noncompliance penalty:
Select “Compliance Dashboard” in the top navigation menu.
In the “Annual License Fee Status” section, select “Pay your annual fees.”
Select “Calculate and pay my fees.”
Follow the instructions to pay any outstanding balance.
Even after a noncompliance penalty has been assessed, you are still required to complete NAT. If you do not complete NAT and resolve any assessed fees by the applicable deadlines, you may be enrolled as involuntarily inactive and become ineligible to practice law.
What is the New Attorney Training Program?
The State Bar of California’s New Attorney Training (NAT) Program is a mandatory online training program for all newly admitted California attorneys. It consists of nine State Bar–produced courses covering professional responsibilities and practical skills for practicing law. The courses may be completed in any order and at your own pace.
Topic
MCLE Credit
Attorney as an Officer of the Court—Civility and Pro Bono Legal Services
1.0 hour of Civility
Attorney Communication Duties
1.25 hours of Legal Ethics
Attorney Well-Being: The Bedrock of Competence
1.0 hour of Competence: Prevention and Detection
Attorney-Client Relationships
1.25 hours of Legal Ethics
Conflict Resolution, Interpersonal and Communication Skills, and Technology
0.75 hours of General
Elimination of Bias
1.0 hour of Elimination of Bias
Introduction to Law Practice Management Skills
1.0 hour of General
The Attorney as a Fiduciary of Funds and Property of Clients and Others
1.5 hours of Legal Ethics
The Duty of Confidentiality and Conflicts of Interest
1.25 hours of Legal Ethics
Can I claim MCLE credit for NAT courses?
The State Bar’s New Attorney Training is a separate requirement and is not MCLE. However, you may apply NAT course hours toward your MCLE requirements if you complete the hours during your first MCLE compliance period. (Rule 2.142.) Review your MCLE requirements, including any proportional requirement, to determine whether and how the NAT hours apply to your situation.
When is my deadline to complete NAT?
You must complete NAT by the last day of the month of your one-year anniversary as a State Bar licensee. (Rule 2.141.)
For example, if you were admitted on October 15, your deadline is October 31 of the following year. If you have a question about your deadline, complete the Licensee Records and Compliance Inquiry form.
How do I access the New Attorney Training?
The New Attorney Training Program courses can be accessed through My State Bar Profile. The fee to access all nine courses is $55. Fee waivers are not available.
Locate the e-learning section toward the bottom of the home page, and select “E-Learning Portal.”
On the E-Learning Dashboard’s top navigation bar, select “View Catalog.”
In the search box, type “New Attorney Training.”
Select “Add to Cart” and complete the checkout process.
After you purchase the courses, when you return to the E-Learning Dashboard, select “Not Started” to locate the course you want to start. Then, select the red + button to the right of the course title, and select “Launch.”
Can I get a fee waiver for the course?
No. Fee waivers are not available. The fee to access all nine NAT courses is $55.
Can I request an exemption or time extension?
There are no exemptions from the NAT requirement. (Rule 2.143.)
Time extensions are granted only in rare cases involving documented personal hardship. (Rule 2.144.) If you believe you have a qualifying hardship, submit the applicable State Bar request as soon as possible and ideally before your NAT deadline, if feasible.
Submitting a request does not excuse compliance unless the State Bar grants it. Do not delay beginning or completing NAT while awaiting a decision.
I’m a former Provisional Licensure Program (PLP) participant and was recently admitted. Do I need to take NAT again?
If you completed any portion of NAT while enrolled in the State Bar’s PLP, you are considered to have satisfied that portion of the NAT requirement and do not need to retake it. Make sure you complete all nine NAT courses by the deadline.
Check your E-Learning Portal to confirm that your completed courses are reflected. If a completed course does not appear in your record, contact elearning@calbar.ca.gov for assistance.
As a federal or state employee, am I exempt from completing NAT?
No. Although certain federal or state employees may be exempt from the general MCLE requirement, there are no exemptions from the NAT requirement for new licensees. (Rule 2.143.) You must complete NAT by your one-year admission anniversary deadline.
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.
How do I upload my Live Scan Form after I submit my application?
Post the completed Live Scan Form to your moral character case feed. Do not submit the Live Scan Form as a General Request or as a Fingerprint Request, or there may be a delay in processing.
1.4 What is the deadline for CTAPP reporting?
The CTAPP reporting deadline is the same as the licensee’s deadline for paying their license fees (Rule 2.5(C) of the Rules of the State Bar). The annual renewal cycle deadline is March 30. This is also the deadline for other requirements (e.g., MCLE compliance, etc.). (Rule 2.11 of the Rules of the State Bar.) For new attorneys, the deadline is 45 days from the invoice date for their fees (Rule 2.12 of the Rules of the State Bar).
2.7 I’m not involved with the firm’s client trust accounting; why do I have to report on client trust accounts?
If a lawyer is a signatory on a trust account, exercises managerial or primary administrative oversight for a trust account, or is otherwise responsible for complying with any of the requirements or prohibitions in rule 1.15 of the Rules of Professional Conduct—other than the disclosure and agreement requirements in rule 1.15(b) pertaining to depositing a flat fee paid in advance into a lawyer’s or law firm’s operating account—the lawyer is responsible for those funds. The lawyer remains responsible even if other lawyers are also responsible for the safekeeping of funds. The lawyer is ultimately responsible even if nonlawyers are assigned certain accounting tasks for those funds; for example, bookkeeping and banking related to client trust accounts. (See Rules Prof. Conduct, rule 5.3.)
Accounting and recordkeeping activities are only one part of a lawyer’s duties to properly handle entrusted funds. Other duties include, for example, the responsibility for giving notice to the client or other person that funds were received on behalf of the client or other person and identifying and resolving disputes about entitlement to trust funds. These duties ordinarily are not the job of a firm’s bookkeeper. All of these responsibilities are considered nondelegable duties. The proactive regulation, reporting, and monitoring of CTAPP are intended to promote a lawyer’s compliance and prevent avoidable financial harm to clients. The only aspect of CTAPP reporting that can be fulfilled by the lawyer’s firm is the annual registration of client trust accounts by a firm or organization that is registered with the State Bar’s Agency Billing platform.
3.1.1 What does “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” mean?
A licensee is “responsible for client funds and funds entrusted by others under the provisions of rule 1.15 of the Rules of Professional Conduct” within the meaning of this rule if, at any point during the reporting period, they acted as a signatory on a trust account—even if there was no money in the account, exercised managerial or primary administrative oversight for a trust account, or were otherwise responsible for complying with any of the requirements or prohibitions in rule 1.15 of the Rules of Professional Conduct—other than the disclosure and agreement requirements in rule 1.15(b) pertaining to depositing a flat fee paid in advance into a lawyer’s or law firm’s operating account. The requirements and prohibitions in rule 1.15 are not limited to banking and recordkeeping duties and include, for example, the responsibility for giving notice to the client or other person that funds were received on behalf of the client or other person and the duty to identify and discharge liens.
Lawyers who were responsible for entrusted funds in the reporting period must also register, or have their firm register through the State Bar’s Agency Billing application, all client trust accounts, take a self-assessment of client trust account management practices, and certify their compliance with requirements of rule 1.15 of the Rules of Professional Conduct.
3.3.4 How do I disassociate a client trust account?
If you need to disassociate a client trust account that is no longer active or held by a firm by which you are no longer employed or in practice with, you should:
Log in to your My State Bar Profile.
Navigate to the CTAPP reporting section.
Locate the account you wish to disassociate in your list of accounts.
Click on the plus sign (+) on the right-hand side of the screen to expand options.
Select the “Update Connection” tab on the account details pop-up.
Change the “Connection to Attorney” to “Disassociated/Added in Error.”
You will need to provide a disassociation reason and a disassociation effective date.
If you are reporting a disassociation effective date more than 30 days after the disassociation date, the system will prompt you for a reason why you are reporting it after the 30-day update deadline. At this time, there is no penalty for noncompliance with the 30-day update requirement. Answering this question truthfully will not result in an increased likelihood of a CTAPP compliance review or investigatory audit. The State Bar’s current focus is on gathering accurate information, educating licensees about their trust account responsibilities (including the 30-day update requirement), and improving overall compliance. There is a 50-character limit on this field.
Click the “Save” button.
This process removes the account from your profile for future reporting periods but maintains the historical record as required.
4.3 How do I report IOLTA accounts outside of California?
In general, under rule 1.15(a) of the Rules of Professional Conduct, a licensee’s trust accounts must be maintained in California, or, with the written consent of the client, in another jurisdiction where there is a substantial relationship between the client or the client’s business and that other jurisdiction. Therefore, if licensees are entitled to hold IOLTA accounts outside of California, they will need to register those accounts as non-CA IOLTA accounts by selecting “Add Account” in My State Bar Profile, or, if using the Agency Billing application, selecting “Manage Accounts.”
What are some examples of pro bono legal services?
Pro bono opportunities vary depending on the needs of the client community. Examples of pro bono legal services to indigent clients may include, but are not limited to:
Representation (full or limited scope)
Negotiation and settlement
Screening and intake
Brief service by phone or in person
Legal information or “Know Your Rights” workshops
Document preparation and review
Legal research and writing
Litigation support
Legislative research and legal analysis
How long will it take for my LOS application to be processed?
Generally, the State Bar will process your LOS application within two to three weeks of receipt if you submit a complete and accurate application.
Incomplete applications will take longer to process. If your application is deemed incomplete, you will have 60 days from the date of the incomplete notice to provide the missing information or documentation. If your application is not deemed complete within this period, your application will be abandoned without a refund of any fees paid.
Do I have to take the First-Year Law Students’ Exam (FYLSX) if I complete my legal studies through the LOS Program?
All students in the LOS Program are required to take and pass the FYLSX after completing their first year of study, unless you establish an exemption, as specified in rule 4.55(A) of the Rules of the State Bar.
You must take and pass the FYLSX within the first three consecutive administrations of first becoming eligible to receive credit for your law study completed to date. If you fail to take or pass it after the first three consecutive administrations of first becoming eligible to take the exam, upon passage, you will only receive credit for your first year of legal studies.
If you completed law study at an accredited or registered law school prior to beginning the LOS Program, you are required to provide official, sealed law school transcripts. The Office of Admissions will evaluate your prior completed law study to determine if you are exempt from the FYLSX. In addition, the Office of Admissions will advise how much credit has been recognized for the prior law school study and let you know how much more study you need to complete in the LOS Program to qualify for the California Bar Exam.
I have tried the troubleshooting options provided but I’m still experiencing issues. Is there someone who can help me?
If you are still experiencing issues, send an email to elearning@calbar.ca.gov. In your email, please include the following information:
Name
Bar Number
Course you are experiencing issues with
Screen title (if applicable)
Screenshot (if applicable)
Description of the problem
Is there a service fee for the installment plan?
Yes, each installment payment is subject to a 2.5% service fee. However, no additional interest will be charged.
Can I print a receipt after paying the State Bar's processing fee?
You will automatically receive a receipt via email after you remit payment. Please ensure that you complete the final step and submit the application. Please do not click "Print Receipt" since it will eject you from the application and prevent you from submitting it. If you accidentally click the link before submitting your application, please contact the Office of Admissions at prohac@calbar.ca.gov or 800-843-9053.
Can my assistant, paralegal, or associated California attorney submit a PHV application on my behalf?
Yes. Paralegals and assistants must create their own account in the Office of Admissions' Applicant Portal using their own credentials (email address and name). Once the paralegal or assistant has access to the Applicant Portal, they may submit a PHV application with the fee on behalf of the out-of-state attorney.
A licensed California attorney may also submit a PHV application on behalf of the out-ofstate attorney. The California attorney must sign into the Applicant Portal using their credentials or contact the Office of Admissions at 800-843-9053 to reset their login information for the Applicant Portal.
What are the requirements for a Supervising Lawyer?
To qualify to supervise a PLL, the supervisor must have practiced law for at least four years and have actively practiced law in California or taught law at a California Law School for at least two years immediately preceding the period of supervision.
Supervising lawyers may also be judges of a court of record in the California judicial branch.
Registered In-House Counsel and Registered Military Spouse Attorneys and others “specially admitted” are not California licensed attorneys and cannot act as supervisors for a PLL.
Supervising lawyers must be active licensees in good standing, and must not be ineligible to practice, suspended, under a stayed suspension order, or have resigned or been disbarred in any jurisdiction.
Supervising lawyers must agree to assume professional responsibility for any work of the PLL and must be prepared to assume personal representation of the PLL’s clients.
What is meant by effective date of applicant's employment on the Supervising Lawyer Declaration and PLP application?
This is the date you expect to begin employment as a Provisionally Licensed Lawyer (PLL), if your application is approved. A start date on or prior to the date you submit your PLP application will not be accepted. Please ensure the effective date on the Supervising Lawyer Declaration matches the date provided on your PLP application submitted through your Applicant Portal. Note: You are not authorized to work as a PLL until your PLP application is approved.
Do I need to report arrests?
No. Arrests are not reportable actions under current law, and the fact that an attorney has been arrested is not an independent basis for disbarment or suspension.
If I reported an incident of sexual assault or sexual harassment to an educational institution (e.g., submitted a Title IX complaint), do I have to disclose the matter on my moral character application as a civil action or administrative proceeding?
No. An applicant who reported an incident of sexual assault, sexual harassment, or other sexual misconduct to an educational institution (e.g., to a Title IX Office) is not required to disclose the incident on the moral character application as a civil action or administrative proceeding.
However, if a complaint against you was submitted to an educational institution, and you were formally or informally dropped, suspended, warned, placed on disciplinary probation, expelled, or requested to resign or allowed to resign in lieu of discipline from the educational institution, you must disclose this information on the moral character application in response to the question about scholastic discipline.
What payment methods are accepted?
We accept credit/debit cards.
The course is stuck on a particular screen and won’t proceed or progress from that point.
Make sure that you have completed all interactive elements on the screen. The “NEXT” button will only activate once all of the screen elements have been completed. In addition, please allow the screen seek bar to progress on its own. If you manually drag it to complete the course, the “NEXT” button may not activate properly.
What kinds of violations typically result in disbarment and other levels of discipline?
Each case is different. Most disbarred attorneys fall into one of two categories: (1) They committed a very serious violation, such as perjury or stealing client funds, or (2) they have a history of misconduct.
Reproval, either public or private, usually is reserved for first-time offenders whose misconduct falls on the low end of the scale.
For example, abandoning one client might lead to a private reproval or remedial action, such as Ethics School. Abandoning 12 clients, however, would likely result in much more serious discipline.
An attorney is placed on probation so that his or her conduct in the practice of law can be monitored—much like supervised probation in the criminal justice system.
Occasionally, another practicing attorney—serving as a probation monitor—meets with the disciplined attorney. The disciplined attorney then files regular reports and could be required to meet special conditions during the probationary period. Most conditions of probation are monitored by the Probation Unit.
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