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 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.
Attorneys will be notified by email in July of each year to file information about IOLTA accounts online through the Attorney Information Information System (AIS) no later than September 10. Attorneys must first register in AIS in order to complete the online reports. See https://mdcourts.gov/lawyers/ais for additional information about AIS. For additional information about IOLTA accounts please contact the Maryland Legal Services Corporation.
Maryland Rule 19-503 requires Maryland attorneys to report on any pro bono activities they engaged in during the prior fiscal year (July 1 – June 30). The Administrative Office of the Courts is required to email all attorneys no later than July 10 of the year following the fiscal year for which reporting is required. Attorneys must file the report online through the Attorney Information System (AIS), no later than September 10. To enable the transition from calendar year to fiscal year reporting, pro bono 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.
Reports are confidential (although non-identifying data may be gleaned from the reports). Failure to file a timely pro bono report can result in decertification. Note that while reporting is mandatory, there is no mandatory service requirement. Rule 19-306.1 of the Maryland Rules of Professional Conduct suggests that full-time practicing attorneys provide 50 hours of service pro bono publico each year.
For more information about the Pro Bono reporting process, see the Frequently Asked Questions, and other information about the Maryland Judiciary's initiatives to promote pro bono service among the Maryland Bar, on the Maryland Pro Bono website.