The State Bar of California does randomly audit the fee scaling program, and if selected, you will be required to provide the prior year 1040 tax return to support your declaration. If your documents don’t support the deduction in fees, you will be responsible for the full fee, plus a late fee of $100.

Current and former State Bar licensees will be invited to participate in stages to ensure a smooth process. You will receive an invitation via mail and email when you are eligible. Please wait for your individualized invitation via mail and email for the website link and log-in instructions.  Former licensees and suspended licensees or licensees not otherwise eligible to practice law (as of January 1, 2025) will be notified by the end of March 2025. 

Licensees on active and voluntary inactive status (as of January 1, 2025) will be invited in May to have the opportunity to settle discipline costs, monetary sanctions and/or CSF reimbursements due with their annual fee renewals in 2026 and beyond. Any portion of the abovementioned debt due with your 2025 renewal fees, or otherwise due in 2025, must be paid in full in 2025, in alignment with the State Bar’s Schedule of Charges and Deadlines, as a condition of continued practice. This program does not include any other type of debt owed to the State Bar, included but not limited to, past due license fees, CTAPP and/or MCLE non-compliance penalties.

If you reject the State Bar’s settlement offer you will have the opportunity to provide feedback as to why you rejected the offer and submit a counteroffer. If your counteroffer is not accepted and you would like to return to the original State Bar offer, please email collections@calbar.ca.gov to reset your original offer.

Upon completion of your Fresh Start settlement payment, please allow two weeks for your billing record to be updated. This applies to nondisbarred and nonresigned attorneys only. Disbarred and resigned attorneys do not have active billing records.

Please email collections@calbar.ca.gov to request copies of judgments, Supreme Court Orders and Client Security Fund documents.

Committed employers should use the Tier Advancement form to identify and document which Action Items have been implemented. Tier Advancement forms are accepted on a rolling basis. Tier Advancement form due dates will be posted on our website.

The State Bar has created a Resource Guide that provides tips and best practices to consider when implementing the Action Items. The guide is intended to be one tool to help organizations develop and achieve their DEI goals and is not intended to provide step-by-step instructions.

The State Bar’s mission is to protect the public and includes the primary functions of licensing, regulation and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Additionally, the State Bar of California’s strategic goals include “promot[ing] diversity and inclusion in the legal system.”

The State Bar takes reasonable precautions and has security measures in place to protect the personal information we collect and maintain against loss, unauthorized access, use, modification, or disclosure. We take the following measures to secure the information that is stored within our applications: 

• Protecting the security of individuals’ personal information during transmission by using encryption protocols and software.
• Storing personal information in secure locations in an encrypted format.
• Ensuring staff is trained on procedures for the management and release of personal information. This information can only be accessed by staff whose work requires it.
• Conducting periodic audits to ensure that proper information management policies and procedures are being followed.

If you do not maintain a trust account, a trust account is not maintained on your behalf, and you do not need a trust account because you are not responsible for complying with any of the requirements or prohibitions in rule 1.15—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—you can answer “no” to the Screening Question: “At any point during the reporting period of January 1, 2025–December 31, 2025, or, if you are a new licensee who must pay your initial license fees pursuant to rule 2.12 of the Rules of the State Bar, from your date of admission through the following December 31, 2025, or the due date for payment of fees, whichever is earlier, were you 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?” After submitting that response and declaring the information is true, your compliance with CTAPP will be deemed complete.

If your practice does not require a client trust account, you do not need to open one to report it to the State Bar as part of the CTAPP requirements. If you have questions about using trust accounts, including whether you are responsible for complying with any of the requirements or prohibitions in rule 1.15 or whether you need a trust account, please contact the State Bar’s Ethics Hotline research service at 800-238-4427 (toll-free in California). The Ethics Hotline might be able to provide helpful citations and resource references. The Ethics Hotline cannot provide legal advice, nor tell you how to comply with any of the CTAPP requirements, including the self-assessment.