How far back can a provider seek retroactive approval for a single activity?

Up to two years from the date of the activity.

How do I get my bar card?


You can download and print a paper bar card or order a plastic card after you log in to My State Bar Profile and pay your fees.

Client Trust Accounting

Client Trust Accounting Practical Skills: Reconciliation Form (Excel)

Client Trust Accounting

Client Trust Accounting Practical Skills: Individual Ledgers Bank Template (Excel)

Client Trust Accounting

Client Trust Accounting Practical Skills: Individual Ledgers Client Template (Excel)

How do I request fee arbitration?

To initiate fee arbitration, you must complete a fee arbitration request form from the appropriate bar association and submit the filing fee set by the particular program. Find local fee arbitration programs here. Attach copies of any documents requested on the form. You should include information that specifically relates to the attorney's fees and costs and explain why you believe the attorney's fees are excessive or that no additional fees are owed. You will have an opportunity to present additional information at the arbitration hearing.

Client Trust Accounting

Client Trust Accounting Practical Skills: Account Journal Template (Excel)

When does the approval period begin for an activity that is approved retroactively?

Generally, from the date of the single activity or from the date noted in the approval email sent to the provider.

May I ask for fee arbitration if I want a refund of fees I have already paid to an attorney?

If you are seeking a refund of attorney’s fees that you have already paid, you may request Mandatory Fee Arbitration any time as long as your request is made within the applicable time period allowed in which to bring a civil action seeking judicial resolution of a fee dispute. To preserve your right to arbitrate, you should file a request for arbitration promptly.