TO: All Active Attorneys Residing in Montana

From: Christopher L. Manos, Executive Director, State Bar of Montana

Re: IOLTA Compliance Statement (As required by Rule 1.18 of the Rules of Professional Conduct) and Pro Bono Reporting Form

The IOLTA Compliance Statement must be completed by Montana attorneys each year in accordance with the Montana Supreme Court Rules of Professional Conduct. Reporting is MANDATORY.

NOTE: Only one representative from each firm should provide IOLTA account information when reporting. IOLTA Compliance Statements for firms comprised of more than one attorney should include names of all firm members.

If your IOLTA account information is being provided by someone else in your firm, you are asked to indicate this this on your the electronic IOLTA Compliance Statement to follow.

This 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 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.


The Pro Bono Reporting Form appears first followed by the IOLTA Compliance Statement. If a representative of your office is reporting IOLTA information only, they may proceed directly to the IOLTA section by following the instructions on the following pages.

Please complete the IOLTA Compliance Statement by December 1, 2009.