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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.

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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.

How long is Client Trust Accounting School, and will I receive MCLE credit?

The course is approximately one and a half hours long, but you may complete it at your own pace and save your progress.

If you are taking the course as the result of being disciplined by the State Bar, CLE credit is not available. Attorneys completing the course for this purpose must submit a certificate of completion to the Office of Case Management and Supervision upon completion of the course.

If you are taking this course as a condition of an abeyance stipulation related to an Application for Determination of Moral Character, MCLE credit is not available. Individuals completing the course for this purpose must submit a certificate of completion to the Office of Admissions upon conclusion of the course.

When browsing the course catalog, select “CTA School—Client Trust Accounting Rules and Regulations.” Do not select the course that covers similar content (e.g., “Client Trust Accounting Rules and Regulations”). Taking any similar voluntary course will not satisfy your mandatory obligation to complete the course, whether mandated by an order of the California Supreme Court or the State Bar Court, or required by the Office of Admissions. To satisfy a mandatory obligation, you must take the mandatory CTA School course, which is not eligible for MCLE credit.

Who can use the Ethics Hotline?

This service is available to licensed California attorneys, out-of-state attorneys, judges, paralegals, law firm administrators, law school students, and State Bar applicants, so long as the question is not related to a pending disciplinary investigation or case with the State Bar.

When will the tentative proposal be released?

A date has not been set. It depends on when subgroups finish their recommendations and the Working Group approves its complete tentative proposal.

How do I notify the State Bar that I am no longer eligible for the CLS Program?

Once you become ineligible for the CLS Program, you must promptly inform the State Bar by submitting a general request through your Applicant Portal, and cease any activity a Certified Law Student can perform.

What can I do as a certified law student through the CLS Program?

Once you have been certified by the State Bar, you may engage only in the activities permitted by rule 9.42(e) of the Rules of Court under supervision.

What supervision requirements should I be aware of for each six-month study period?

To receive credit for a six-month study period, applicants must study law under the supervision of their approved attorney or judge for at least 72 hours per month for six consecutive months, lasting at least 24 weeks and no longer than 26 weeks, as well as submit a semi-annual report within 30 days of completion for each six-month period that conforms to the State Bar requirements.

The supervisor must supervise the applicant directly for at least 20 hours per month, either in person or remotely. At least 10 of those hours over each six-month period must be in person.

What happens if problems or discrepancies are identified during the compliance review?

If the CPA identifies issues or discrepancies in your trust accounting practices, the State Bar will evaluate the findings, discuss with the designated licensee, and determine the appropriate next steps. Depending on the nature and severity of the issues, next steps may include education, a corrective action plan, further investigation, or a referral to the Office of Chief Trial Counsel.

How far back do I need to provide records?

The scope of a compliance review will encompass at least one year of trust account activity, which will generally be January 1 to December 31 of the prior year. If a compliance review identifies findings that require a licensee to participate in an investigative audit performed by the State Bar, the scope of the audit will encompass at least three (3) years of trust account activity but will not go beyond five (5) years; see Rules of the State Bar, rule 2.6(B) and Rules of Professional Conduct, rule 1.15(d)(5).

I work part-time at a government agency. Do I need to report?

Yes. Business and Professions Code section 6073.2(d)(2) only applies to full-time employees or officers or elected officials of the State of California, or political subdivision thereof, or the federal government. Part-time employees are required to report either the amount of pro bono service hours provided in the past year, that they did not track their pro bono or reduced fee legal services hours, that they did not complete any pro bono or reduced fee legal services hours, or that they decline to answer.

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.
     

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. 

How does the Fee Mediation Program work?

If the dispute is eligible to be filed with the State Bar for fee arbitration, you will have the option of agreeing to mediation as part of the request for arbitration. Some local bars also offer fee mediation, but most local programs only offer fee arbitration.

When you complete the Request for Arbitration with the State Bar, you will be asked to indicate whether you are interested in mediating the fee dispute. Once your request is accepted, including receipt of payment of the applicable fee arbitration filing fee, the State Bar will serve your request to the opposing party. As part of the opposing party’s written reply to the request, they will indicate whether they agree to mediate the fee dispute prior to arbitration.

If both parties agree to mediation, a mediator will be assigned to help you and attorney try to reach a settlement of your dispute, and you will receive further instructions at that time.

Can my attorney require me to participate in fee mediation?

No. Both sides must agree to mediation. The State Bar will notify the opposing party if mediation is requested.

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.

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