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IOLTA Compliance and Pro Bono Reporting
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Please click on each of the below images to complete your annual IOLTA and Pro Bono reporting.

IOLTA Compliance Frequently Asked Questions  Pro Bono Reporting Frequently Asked Questions 

 
IOLTA Compliance Certificate Instructions and FAQs

Instructions
  • Logging in 
    •  In an effort to make logging in more seamless, the State Bar of Montana and the Montana Justice Foundation have set the IOLTA system to accept your www.montanabar.org credentials, the same credentials you would use to sign in and pay dues or access your Fastcase member benefit.


    • If you have forgotten your password/username, please Click Here.
Do I have to complete the IOLTA Compliance Certification process?

Every attorney with an active license to practice law in Montana must complete an IOLTA Compliance Certification process. If your Montana license is inactive or you are not licensed to practice law in Montana, you do not need to complete the process.

How do I access the IOLTA Compliance Certificate?

The IOLTA Compliance Certification process is accessible online through the State Bar of Montana website, at https://iolta.montanabar.org/.

My email address is changing/changed.

If your email address has changed since you last logged in and you remember your password, you can change the email address your account is listed under by logging in and clicking "Edit Bio" on your profile page. 

What if I forgot my password?

If you have forgotten your password and your email address has not changed, you may request a new one by clicking here. If you do not receive a password reset email within 5 minutes of requesting a new password, please contact the State Bar of Montana at 406-442-7660.

If you no longer have access to your previous email address AND you have forgotten your password, you will need to call the State Bar of Montana for assistance at 406-442-7660.

The “Firm” field on the IOLTA Compliance Certification form says my firm cannot be found. What do I do?

Check to be sure you are searching for the firm named on your IOLTA account bank statement. If your firm still does not appear in the firm search field, contact the Montana Justice Foundation at 406-523-3920 or mjf@mtjustice.org.

Pro Bono Reporting Frequently Asked Questions

Who can I contact if I have questions or comments about the Pro Bono Reporting Form?

Patty Fain, Statewide Pro Bono Coordinator
Montana Supreme Court, Office of the Court Administrator
P. O. Box 21404
Billings, MT 59104-1404
pfain@mt.gov
406.794.7824

Should I complete the Pro Bono Reporting Form even if I did not or could not provide pro bono services?

Yes. All attorneys who are licensed, practice, or work in Montana should complete the Pro Bono Reporting Form individually. Advance through the form to find the appropriate response for your circumstances, including the reason why you did not or could not provide pro bono services.

How do I enter my information in the spaces provided?

Use the “Tab” key to move from field to field. You can also use your cursor to click on the desired field.

Do I have to provide an answer for every question?

No, it is only necessary to provide information that applies to your situation. Some questions will require a response; they are marked with an asterisk (*). If you get an error message when you attempt to submit the form, it means that either you failed to answer a required question, or an answer is in the wrong format (e.g. hours entered as 10.00 instead of 10).

How do I change an answer before I have pressed “Submit”?

You can change an answer by simply typing over your previous response. You can go back and forth between pages by pressing “previous” and/or “next” at the bottom of each page.

Why can’t I advance to the next page by clicking “Next” at the bottom of the page?

If you cannot advance to the next page, it means that either you failed to answer a required question (marked with *), or an answer is in the wrong format (e.g. hours entered as 10.00 instead of 10).

How do I change an answer after I have pressed “Submit” and exited the forms?

You cannot change your answers online after you have submitted the Pro Bono Reporting Form. If you would like to make changes to your form, contact the Statewide Pro Bono Coordinator. Contact information is below.

Can I leave the online Pro Bono Reporting Form and return to complete them at a later date?

Press “exit” in the upper right-hand corner of the page at any time while completing the Pro Bono Reporting Form. When you return, you must access the forms from the same computer in order to pick up where you left off previously. If you use a different computer to revise or finish your forms, you will need to re-complete the information you previously entered. Remember: your Pro Bono Reporting Form is not complete until you press “Submit” at the end.

Why can’t I complete more than one set of forms on a single computer?

Allowing only a single submission from a given computer helps preserve the integrity of the data and allows for easier identification of problems. If you have already submitted the Pro Bono Reporting Form, you will not be able to access them again from the same computer, but will be redirected to the Confirmation page.

When I try to print, why don't my selections appear on the printed form?

This is a problem with your browser’s print function: You must have background printing selected. Refer to the following instructions to make sure you have background printing enabled.

Internet Explorer:

  • Click the arrow next to Print
  • Click Page Setup
  • Under Paper Options, check the box next to “Print Background Colors and Images”
  • Click OK

Mozilla Firefox:

  • Click File on the menu toolbar
  • Click Page Setup
  • Check the box next to “Print Background (colors & images)”
  • Click OK

Google Chrome:

  • Click the Chrome controls icon (top right of the window)
  • Click Print
  • Under Options, check the box next to “Background colors and images"
Can I complete a hard copy of the Pro Bono Reporting Form instead of completing it online?

It is preferred you complete the Pro Bono Reporting Form online.  However,  if for some reason you are unable, you can download the form here.