---
title: Partners & Authorized Contacts Segment
description: Partners & Authorized Contacts Segment
---

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1. [Help Center](https://info.calbar.ca.gov/knowledge/en?hsLang=en)
2. [Limited Liability Partnership Guides](https://info.calbar.ca.gov/knowledge/en/limited-liability-partnership-guides?hsLang=en)

# Partners & Authorized Contacts Segment

## In this section, firms will provide or update their list of Partners. Please identify your application type and review the corresponding instructions below based on that selection.

 **![](https://info.calbar.ca.gov/hs-fs/hubfs/undefined-Sep-17-2026-04-20-07-9452-PM.png?width=670&height=835&name=undefined-Sep-17-2026-04-20-07-9452-PM.png)** 

 **If this is your first year submitting an online renewal in Agency Billing, scroll to the New Registration Application section for instructions.** 

### **Annual Renewal**

If the LLP submitted an online registration in Agency Billing in the prior year, the information previously entered will be saved. The LLP admin will  review the data and confirm list of partners, partner type, bar No, Name, and authorized contact type are up to date.

**No Changes to Report**

- If the record is accurate and up-to-date, select  **“Continue”** at the bottom of the page.

**Changes to Report**

- If needed, you may edit, add, or delete any information on record. Updates can be made manually or by uploading an Excel file.
  
    - Manual updates: Edit existing attorneys by selecting the “Edit” button in the corresponding attorney row. Add new attorneys by selecting “Add Attorney Manually,” complete the pop-up screen, and select “Save” when done. Repeat as needed to report all attorneys.
    - Update by upload an Excel file:  Report multiple partners by uploading an excel, select "**Download sample data grid**" and open the **downloaded file in Excel."Upload the complete spreadsheet using the "Upload Excel File" button.**

Once the information on record is up to date manually or through the excel upload, **click "Continue” at the bottom of the page.**

### **New Application**

Add the LLPs partners and authorized contacts by providing the required information, including partner type, bar No, Name, and authorized contact type.

**Partner types include**: California Attorney, Non-California Attorney, Non-California Law Corporation Partner, and California Law Corporation Partner.Be sure to choose the designation that accurately reflects each entry’s legal status and affiliation.

**For manual entry,**  add new partners, select "Add Partners Manually," complete the pop‑up form, and click "Save." Repeat as needed. 

- - **When entering a California-licensed attorney,** the attorney’s bar or licensee number is required. A Bar number displaying an inactive, not eligible, disbarred, or retired status cannot be added. The system will show an error message for any of these statuses.
    - **When entering the license number for a California-licensed attorney,** their name will automatically populate in the **Name** field—no further edits are needed. Please note that this auto-population feature does not apply to attorneys licensed outside of California.

**![](https://info.calbar.ca.gov/hs-fs/hubfs/undefined-Sep-17-2026-04-19-42-2273-PM.png?width=277&height=346&name=undefined-Sep-17-2026-04-19-42-2273-PM.png)**

 **For an excel upload**, select "**Download sample data grid**" and open the **downloaded file in Excel."Upload the complete spreadsheet using the "Upload Excel File" button.**

- Use font size 11 or greater when adding data to the Excel spreadsheet.
- After uploading, verify that the data is correct. **An error message will appear if the Excel format has been modified. Format changes may include adjustments to font, text, columns, headers, or tabs.**
- After filling out all the fields, click "Save" to save the file in a known location on your computer. Upload the complete spreadsheet using the "Upload Excel File" button.

![](https://info.calbar.ca.gov/hs-fs/hubfs/undefined-Sep-17-2026-04-19-41-9980-PM.png?width=670&height=106&name=undefined-Sep-17-2026-04-19-41-9980-PM.png)

![](https://info.calbar.ca.gov/hs-fs/hubfs/image-png-Oct-02-2026-10-56-53-5813-PM.png?width=1324&height=396&name=image-png-Oct-02-2026-10-56-53-5813-PM.png)

Once the information on record is up to date manually or through the excel upload, click "Continue” at the bottom of the page.

### **Reporting Partners and Authorized Contacts**

- The authorized partner must sign the application via an emailed DocuSign form.
- There must always be more than one partner. Certification will be terminated by the State Bar if an LLP no longer has two active partners.
- Non-Lawyers cannot be partners. Eligible partners include: 
    - Active **California-licensed attorney**,
    - Attorneys licensed in another jurisdiction, or
    - Law Corporations that are licensed/entitled to practice law.
- **Partner types include**: California Attorney, Non-California Attorney, Non-California Law Corporation Partner, and California Law Corporation Partner.
- For **Authorized Contact Type**, select the role that best describes each individual’s responsibilities. 
    - Available options include Partner, Authorized Partner, Managing Partner, Partner Responsible for Overseeing Client Trust Accounts, Account Administrative Manager, or Finance Manager. Accurate role assignment helps clarify accountability and supports effective oversight.

 If the Limited Liability Partnership reports partners affiliated through business relationships—such as with other Law Corporations or Limited Liability Companies—be sure to complete the **Business Relationships** section of this application. This ensures that all professional connections are properly documented. 

 

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