When there is change in a law firm's reporting attorney, the information should be updated by both the new reporting attorney and each individual attorney at the law firm.
Individual Attorneys will make the update by first accessing the current year’s compliance report. They will select option 2a and use the “MD Bar Attorney Search” function to pick the name of the new reporting attorney. No additional selections are required.
The Current Year’s Reporting Attorney will make the update by completing 2a and selecting 2b which will indicate them as the firm's reporting attorney. They will then proceed to select the appropriate IOLTA compliance certification(s) for the firm within the same report.