Pro Bono/IOLTA Reporting: a Combined Process

CHANGES IN THE REPORTING PROCESS EFFECTIVE JANUARY 2019: New rules regarding pro bono and IOLTA reporting have changed to permit the creation of a single compliance schedule.  This year you will not receive pro bono and IOLTA reporting forms in January 2019.  Pro bono and IOLTA reporting will now be done on a fiscal year basis and reports will be filed online. You will receive email notification once per year, in July, notifying you it is time to pay your Client Protection Fund assessment and file your pro bono and IOLTA reports online.  Payments and reports are now due September 10.

What Is Required?  All lawyers licensed to practice law in the State of Maryland and on active status, are required to fulfill two important reporting requirements each year. Lawyers are required to provide information on any pro bono legal services you provided during the prior fiscal year. In addition, lawyers must provide current information on any Interest on Lawyers Trust Accounts (IOLTA) accounts you have at the time of filing. 

When Are the Reports Filed? You must file both the reports no later than September 10 each year, for the prior fiscal year period (July 1 – June 30). To enable the transition from calendar year to fiscal year reporting, pro bono and IOLTA reports filed in 2019 will be for the period from January 1, 2018 through June 30, 2019 (an 18-month period). After that the reporting cycle will be for a 12-month period from July 1 – June 30.

How Do I File the Reports? All pro bono and IOLTA reporting will be done online through the Attorney Information System (AIS).   You must first register in AIS in order to complete the online reports. See https://mdcourts.gov/lawyers/ais for additional information.

You will receive an email notice on or about July 10 of each year, notifying you it is time to file these reports and pay the annual Client Protection Fund assessments.  The reports and payments may all be made at the same time in AIS. Payments can also be made separately by check or money order.

What Happens If I Do Not File the Pro Bono or IOLTA Report? Failure to file either the pro bono or the IOLTA report can result in the decertification from the practice of law in Maryland. If you have been decertified for failing to file one of these reports, please see the information here.

When Will I Be Able to File?  Filing for pro bono and IOLTA is not yet active.  Please check back on or about July 10, 2019 to file your report for the period January 1, 2018 – June 30, 2019.