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Judiciary shifts pro bono and IOLTA reporting to July



Maryland attorneys won’t be reporting their pro bono hours and Interest on Lawyers Trust Accounts in January as the Maryland Judiciary is shifting reporting deadlines to mid-year to coincide with the annual assessment.

The change is part of revised rules adopted by the Court of Appeals consolidating annual reporting requirements “into a single attorney compliance cycle” coinciding with the fiscal year, according to a letter mailed to attorneys.

Pro bono and IOLTA reporting for 2018 and the beginning of 2019 — an 18-month period to sync up reporting — will occur in July 2019 and be due Sept. 10 along with the annual Client Protection Fund assessment.

The notices will also be consolidated and no longer sent through the mail. Attorneys are required to activate their Attorney Information System accounts by June 1, 2019 —regardless of their status — and keep an updated email on file to receive notifications.

“The important reporting requirements that Maryland attorneys must meet will now be submitted online, eliminating the need for multiple paper notices and forms sent via the mail,” Mary Ellen Barbera, Chief Judge of the Maryland Court of Appeals, said in a statement. “This is an important step toward modernizing and improving systems and processes.”

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