UTBMS & ABA Billing Codes for LEDES Invoicing
CaseFox offers uniform codes and ABA codes to ensure accurate and compliant LEDES invoicing.
Uniform Task-Based Management System (UTBMS) Codes
UTBMS codes are designed to standardize legal billing tasks. UTBMS codes are generally used with the Legal Electronic Data Exchange Standard (LEDES) format invoices. Some corporate clients require attorneys and law firms to submit invoices in the LEDES format. LEDES and UTBMS codes are generally not required by individual clients. Invoices in PDF format are generally preferred by most clients. CaseFox LEDES billing and legal billing software offers pre-configured ABA UTBMS codes. Additionally, CaseFox offers custom task and activity codes that allow users to create their own code groups. CaseFox also offers time entry validation according to pre-configured rules for Task-Activity code pairs.
ABA-Compliant UTBMS Codes for Billing
CaseFox legal billing software supports LEDES invoicing with an accurate list of task codes, activity codes, and expense codes.
A100 Activities
- A101 Plan and prepare for
- A102 Research
- A103 Draft/revise
- A104 Review/analyze
- A105 Communicate (in firm)
- A106 Communicate (with client)
- A107 Communicate (other outside counsel)
- A108 Communicate (other external)
- A109 Appear for/attend
- A110 Manage data/files
- A111 Other
B100 Administration
- B110 Case Administration
- B120 Asset Analysis and Recovery
- B130 Asset Disposition
- B140 Relief from Stay/Adequate Protection Proceedings
- B150 Meetings of and Communications with Creditors
- B160 Fee/Employment Applications
- B170 Fee/Employment Objections
- B180 Avoidance Action Analysis
- B185 Assumption/Rejection of Leases and Contracts
- B190 Other Contested Matters (excluding assumption/rejection motions)
- B195 Non-Working Travel
B200 Operations
- B210 Business Operations
- B220 Employee Benefits/Pensions
- B230 Financing/Cash Collections
- B240 Tax Issues
- B250 Real Estate
- B260 Board of Directors Matters
B300 Claims and Plan
- B310 Claims Administration and Objections
- B320 Plan and Disclosure Statement
B400 bankruptcy-related Advice
- B410 General Bankruptcy Advice/Opinions
- B420 Restructuring
Counseling
- C100 Fact Gathering
- C200 Researching Law
- C300 Analysis and Advice
- C400 Third Party Communication
E100 Expenses
- E101 Copying
- E102 Outside printing
- E103 Word processing
- E104 Facsimile
- E105 Telephone
- E106 Online research
- E107 Delivery services/messengers
- E108 Postage
- E109 Local travel
- E110 Out-of-town travel
- E111 Meals
- E112 Court Fees
- E113 Subpoena fees
- E114 Witness fees
- E115 Deposition transcripts
- E116 Trial transcripts
- E117 Trial exhibits
- E118 Litigation support vendors
- E119 Experts
- E120 Private investigators
- E121 Arbitrators/mediators
- E122 Local counsel
- E123 Other professionals
- E124 Other
L100 Case Assessment, Development and Administration
- L110 Fact Investigation/Development
- L120 Analysis/Strategy
- L130 Experts/Consultants
- L140 Document/File Management
- L150 Budgeting
- L160 Settlement/Non-Binding ADR
- L190 Other Case Assessment, Development, and Administration
L200 Pre-Trial Pleadings and Motions
- L210 Pleadings
- L220 Preliminary Injunctions/Provisional Remedies
- L230 Court Mandated Conferences
- L240 Dispositive Motions
- L250 Other Written Motions/Submissions
- L260 Class Action Certification and Notice
L300 Discovery
- L310 Written Discovery
- L320 Document Production
- L330 Depositions
- L340 Expert Discovery
- L350 Discovery Motions
- L390 Other Discovery
L400 Trial Preparation and Trial
- L410 Fact Witnesses
- L420 Expert Witnesses
- L430 Written Motions/Submissions
- L440 Other Trial Preparation and Support
- L450 Trial and Hearing Attendance
- L460 Post-Trial Motions and Submissions
- L470 Enforcement
L500 Appeal
- L510 Appellate Motions and Submissions
- L520 Appellate Briefs
- L530 Oral Argument
P-Series (Projects / Transactions)
- P100 Project Administration
- P200 Fact Gathering/Due Diligence
- P210 Corporate Review
- P220 Tax
- P230 Environmental
- P240 Real and Personal Property
- P250 Employee/Labor
- P260 Intellectual Property
- P270 Regulatory Reviews
- P280 Other
- P300 Structure/Strategy/Analysis
- P400 Initial Document Preparation/Filing
- P500 Negotiation/Revision/Responses
- P600 Completion/Closing
- P700 Post-Completion/Post-Closing
- P800 Maintenance and Renewal
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Dropbox
Excel file
Gmail
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QuickBooks
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Code
Dropbox
Excel file
Gmail
Google Calendar
Office 365
Outlook
QuickBooks
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Word
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Excel file
Gmail
Google Calendar
Office 365
Outlook
QuickBooks
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Word
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“My corporate clients are now requiring LEDES-formatted bills. My existing billing program did not have the LEDES format and UTBMS codes. For the same price I was paying, Casefox provides the formatting I need, plus provides far greater functionality”
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Frequently Asked Questions
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What is a UTBMS code?
A UTBMS code refers to uniform task-based management system codes. It's a standardized system of codes that can be used to categorize and classify legal services. This is done to have a set process for legal billing, reporting, expense management, and analytics. Developed collaboratively by the American Bar Association, the Association of Corporate Counsel, and major law firms.
These ABA litigation codes allow law firms and legal departments to keep track of legal work and all tasks performed. These codes are further organized into categories like ABA expense codes, ABA activity codes, and task codes. These can be used for the LEDES invoicing format.
What are UTBMS code categories?
UTBMS (Uniform Task-Based Management System) has four main categories, including phase codes, activity codes, task codes, and expense codes. The phase code category groups the work into broad stages like pre-trial, trial, and other.
The activity code is to specify any activity performed that is related to the task. Task codes consist of any granular breakdown of specific legal tasks. And lastly, expense codes track various expenses incurred by lawyers.
Why are UTBMS codes Important?
UTBMS codes help in structuring the process of invoicing. Here are a few of the reasons why these codes are important:
Support Clear & Standardised Processes: ABA codes support a universal framework that helps in creating a simple and standardised process. It helps in classifying legal tasks and expenses.
Helps with LEDES Invoicing: UTBMS codes help with LEDES invoicing, making it easier for clients to review and approve invoices without any confusion.
Enhanced Financial Management: These codes help with the detailed view of finances, budget, help in forecasting the funds, and support a clear finance overview.
Integration with Legal Tools: UTBMS codes can be integrated with other tools such as case management, legal billing, legal accounting, and more.
Data-Driven Decision Making: These codes provide valuable data insights that help law firms and corporate clients.
What are ABA codes?
ABA codes can be referred to the list of UTBMS codes created by the association. It's a standardized system of codes that can be used to categorize and classify legal services. This is done to have a set process for legal billing, reporting, expense management, and analytics.
These ABA litigation codes allow law firms and legal departments to keep track of legal work and all tasks performed. These codes are further organized into categories like ABA expense codes, ABA activity codes, and task codes. These can be used for the LEDES invoicing format.
Why are ABA codes important?
ABA codes support a universal framework that helps in creating a simple and standardised process. It helps in classifying legal tasks and expenses. UTBMS codes help with LEDES invoicing; it makes it easier for clients to review and approve invoices without any confusion.
These codes help with the detailed view of finances, budget, help in forecasting the funds, and support a clear financial overview. The codes can be integrated with other tools such as case management, legal billing, legal accounting, and more.
Not just that, they provide valuable data insights that help law firms and corporate clients.