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 preconfigured 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.

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


  • 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

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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