Rule 119.30(3) requires all law firms unless exempt to provide a completed Law Firm Self-Report to the Law Society on an annual basis. The report is an attestation of compliance with Part 5 of the Rules. Law firms provide details regarding their practice, trust accounting and other related activities during the preceding year in this report. In the majority of instances, one Trust Report will be completed for the practice and this will satisfy the filing requirements of all the lawyers (associates and partners) of the practice. The Responsible Lawyer is accountable for all filing requirements of the law firm, as per Rule 119.3(1).
All law firms unless exempt are required to e-file the annual Law Firm Self-Report via the Lawyer Portal. The Law Firm Self-Report must be e-filed annually and signed by a lawyer within the law firm. It is recommended, though not mandatory, that the Responsible Lawyer sign this report.
- E-file a complete Law Firm Self-Report via the Lawyer Portal annually by March 31st each year. The online Law Firm Self-Report is divided into four new sections outlined below:
- Firm Practice Profile
- Bank Account Information
- Trust Bank Account Reporting
- Law Firm Self-Report:
- Section A General Information
- Section B General Bank Account
- Section C Trust Bank Account
The sections that need to be completed will depend on whether the law firm operates a trust bank account.
|Law Firm Situation||Firm
|Bank Account||Trust Bank Account||Law Firm Self-Report|
|Law firm operates only a general bank account (does not receive, disburse or handle trust money)||√||√||N/A||√||√||N/A|
|Law firm operates a trust bank account||√||√||√||√||√||√|
|√ Indicates section of the Law Firm Self-Report that must be completed|
- Ensure that Membership Services has up to date information (including telephone/fax numbers, mailing/email addresses and change of name). Please submit all change requests to Membership Services prior to submitting your Self-Report
Law firms who fail to file by the March 31 due date will be subject to escalating late fees and administrative suspension of the Responsible Lawyer.
The Trust Safety department reviews all reports for incomplete and/or blank responses. If a report is incomplete or requires correction, a Compliance Analyst will reset the status of the form to incomplete, add comments for display to the Lawyer and contact the lawyer to make the necessary corrections. Once the report has been reviewed and accepted, the status will be updated to complete. E-filing the Law Firm Self-Report saves time and ensures that all responses are complete before the form can be submitted.
There is no fee to e-file the Law Firm Self-Report.
Links to the Lawyer Portal and Applicable Documents
- Lawyer Portal
- Self-Report Guideline
- Self-Report User Guide
- Self-Report Checklist
- Trust Account and Client Ledger Shortages Form
- Representative Capacity Undertaking Form
- Financial Institution Authorization Release Form
Questions regarding the Law Firm Self-Report
Trust Safety staff is available answer questions and provide any information you require to help your firm smoothly e-file your Self-Report via the Lawyer Portal. Do not hesitate to contact us, we are here to help. Please email Trust Safety or call 403.228.5632.