UTBMS Codes List: Litigation Task, Activity & Expense Codes
UTBMS (Uniform Task-Based Management System) codes tell the client what phase and task the work was for, what kind of activity it was, and what an expense was. A LEDES fee line usually needs a task code and an activity code; an expense line needs an expense code.
Jump to: Litigation task codes · Activity codes · Expense codes · Bankruptcy codes
Litigation task codes (L-codes)
Use the most specific code (e.g. L120), not the phase heading (L100) — many portals reject phase codes on line items.
L100 — Case Assessment, Development and Administration
Case Assessment, Development and Administration| Code | Description |
|---|
| L110 | Fact Investigation/Development |
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| L120 | Analysis/Strategy |
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| L130 | Experts/Consultants |
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| L140 | Document/File Management |
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| L150 | Budgeting |
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| L160 | Settlement/Non-Binding ADR |
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| L190 | Other Case Assessment, Development and Administration |
|---|
L200 — Pre-Trial Pleadings and Motions
Pre-Trial Pleadings and Motions| Code | Description |
|---|
| L210 | Pleadings |
|---|
| L220 | Preliminary Injunctions/Provisional Remedies |
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| L230 | Court Mandated Conferences |
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| L240 | Dispositive Motions |
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| L250 | Other Written Motions and Submissions |
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| L260 | Class Action Certification and Notice |
|---|
L300 — Discovery
Discovery| Code | Description |
|---|
| L310 | Written Discovery |
|---|
| L320 | Document Production |
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| L330 | Depositions |
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| L340 | Expert Discovery |
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| L350 | Discovery Motions |
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| L390 | Other Discovery |
|---|
L400 — Trial Preparation and Trial
Trial Preparation and Trial| Code | Description |
|---|
| L410 | Fact Witnesses |
|---|
| L420 | Expert Witnesses |
|---|
| L430 | Written Motions and Submissions |
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| L440 | Other Trial Preparation and Support |
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| L450 | Trial and Hearing Attendance |
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| L460 | Post-Trial Motions and Submissions |
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| L470 | Enforcement |
|---|
L500 — Appeal
Appeal| Code | Description |
|---|
| L510 | Appellate Motions and Submissions |
|---|
| L520 | Appellate Briefs |
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| L530 | Oral Argument |
|---|
Activity codes (A-codes)
Activity codes| Code | Description |
|---|
| A101 | Plan and prepare for |
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| A102 | Research |
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| A103 | Draft/revise |
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| A104 | Review/analyze |
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| A105 | Communicate (in firm) |
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| A106 | Communicate (with client) |
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| A107 | Communicate (other outside counsel) |
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| A108 | Communicate (other external) |
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| A109 | Appear for/attend |
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| A110 | Manage data/files |
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| A111 | Other |
|---|
Expense codes (E-codes)
Expense codes| Code | Description |
|---|
| E101 | Copying |
|---|
| E102 | Outside printing |
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| E103 | Word processing |
|---|
| E104 | Facsimile |
|---|
| E105 | Telephone |
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| E106 | Online research |
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| E107 | Delivery services/messengers |
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| E108 | Postage |
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| E109 | Local travel |
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| E110 | Out-of-town travel |
|---|
| E111 | Meals |
|---|
| E112 | Court fees |
|---|
| E113 | Subpoena fees |
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| E114 | Witness fees |
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| E115 | Deposition transcripts |
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| E116 | Trial transcripts |
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| E117 | Trial exhibits |
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| E118 | Litigation support vendors |
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| E119 | Experts |
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| E120 | Private investigators |
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| E121 | Arbitrators/mediators |
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| E122 | Local counsel |
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| E123 | Other professionals |
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| E124 | Other |
|---|
Bankruptcy task codes (B-codes)
Bankruptcy codes| Code | Description |
|---|
| B110 | Case Administration |
|---|
| B120 | Asset Analysis and Recovery |
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| B130 | Asset Disposition |
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| B140 | Relief from Stay/Adequate Protection Proceedings |
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| B150 | Meetings of and Communications with Creditors |
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| B160 | Fee/Employment Applications |
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| B170 | Fee/Employment Objections |
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| B180 | Avoidance Action Analysis |
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| B185 | Assumption/Rejection of Leases and Contracts |
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| B190 | Other Contested Matters |
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| B195 | Non-Working Travel |
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| B210 | Business Operations |
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| B220 | Employee Benefits/Pensions |
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| B230 | Financing/Cash Collections |
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| B240 | Tax Issues |
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| B250 | Real Estate |
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| B260 | Board of Directors Matters |
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| B310 | Claims Administration and Objections |
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| B320 | Plan and Disclosure Statement |
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| B410 | General Bankruptcy Advice/Opinions |
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| B420 | Restructurings |
|---|
Putting codes on your time entries
In Toggl or Clockify, add the codes as tags or start the description with them (L120 A104 Review complaint). In Harvest, name tasks after the code (L120 Analysis/Strategy). LedesReady picks them up and strips them from the narrative.
Create or check a LEDES file now →