State Bar of Montana

IOLTA and Pro Bono Reporting

Mandatory Compliance

The IOLTA Compliance Certificate must be completed by Montana attorneys each year in accordance with the Montana Supreme Court Rules of Professional Conduct. Reporting is mandatory. (Required by Rule 1.18 of the Rules of Professional Conduct).

We encourage you to fill out your forms electronically.

Each attorney or a representative should complete the pro bono reporting form. When you press "Submit Form" at the end of the Pro Bono Reporting Form, you will be automatically directed to the IOLTA Compliance Certificate.

Click here for online pro bono and IOLTA reporting.

Important Guidelines

When completing your IOLTA Compliance Certificate, please follow these guidelines:

  • Every attorney should submit a signed Compliance Certificate providing IOLTA information or indicating someone is providing the information on their behalf. This includes government, in-house and corporate counsel, non-profit and unemployed attorneys.
     
  • If someone is providing information on behalf of a firm, only one representative from the firm should provide actual IOLTA account information on the Compliance Certificate. Ensure all names of firm members reporting are included.

Security and Electronic Reporting

Electronic reporting uses Secure Sockets Layer (SSL), a cryptographic system that encrypts information during transmission to and from the reporting site. Additional safety features are employed. However, it is important to note that we do not ask you to provide any information that is not readily available on a business or personal check. We do not ask for, nor should you ever provide, personal identifiers such as a social security or business identification numbers.

Electronic reporting of both forms takes only a few minutes and guarantees timely reporting. Click here for online pro bono and IOLTA reporting.

If it is necessary to download blank forms for mailing, follow the link below.

Forms and Deadline

Please complete the IOLTA Compliance Certificate and Pro Bono Reporting Form by December 2, 2013.

If you download forms, you must complete and mail to the address provided in the instructions.

 


 

 

 

Quick Links

Contact Us Member Search Site Map Montana Justice Foundation Montana LawHelp.org
Montana Law Review Montana ProBono.net Montana Supreme Court Office of Disciplinary Counsel UM Law School



Copyright © 2000-2014 State Bar of Montana All rights reserved.
Legal Disclaimer: While we do our best to ensure that the information on this site is accurate, the information on this web site does not constitute the provision of legal advice. Additionally, this site contains links to various government information pages and reference pages useful for legal research. We do not maintain control over the content of the linked pages, and cannot be responsible for the accuracy of any information in the linked pages. For answers to specific questions, you should consult an attorney familiar with your particular situation.