# UTBMS Code Reference

## Overview

The Uniform Task-Based Management System (UTBMS) provides standardized codes for categorizing legal work. These codes are required by most corporate legal departments and insurance companies for e-billing.

## L-Codes: Litigation

### L100 - Case Assessment, Development, and Administration

| Code | Description |
|------|-------------|
| 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 |

### L200 - Pre-Trial Pleadings and Motions

| Code | Description |
|------|-------------|
| L210 | Pleadings |
| L220 | Preliminary Injunctions/Provisional Remedies |
| L230 | Court Mandated Conferences |
| L240 | Dispositive Motions |
| L250 | Other Written Motions and Submissions |
| L290 | Other Pre-Trial Pleadings |

### L300 - Discovery

| Code | Description |
|------|-------------|
| L310 | Written Discovery |
| L320 | Document Production |
| L330 | Depositions |
| L340 | Expert Discovery |
| L350 | Discovery Motions |
| L390 | Other Discovery |

### L400 - Trial Preparation and Trial

| Code | Description |
|------|-------------|
| L410 | Fact Witnesses |
| L420 | Expert Witnesses |
| L430 | Written Motions and Submissions |
| L440 | Other Trial Preparation and Support |
| L450 | Trial and Hearing Attendance |
| L460 | Post-Trial Motions and Submissions |
| L490 | Other Trial Activities |

### L500 - Appeal

| Code | Description |
|------|-------------|
| L510 | Appellate Proceedings |
| L520 | Appellate Motions |
| L590 | Other Appellate Activities |

## C-Codes: Counseling/Transactional

### C100 - Corporate and Business Organization

| Code | Description |
|------|-------------|
| C110 | Organization and Qualification |
| C120 | Corporate Governance |
| C130 | Board and Shareholder Meetings |
| C140 | Stock/Equity Related Matters |
| C150 | Partnership/LLC Matters |
| C190 | Other Corporate Matters |

### C200 - Contracts and Agreements

| Code | Description |
|------|-------------|
| C210 | Contract Drafting |
| C220 | Contract Review |
| C230 | Contract Negotiation |
| C240 | Contract Administration |
| C290 | Other Contract Matters |

### C300 - Mergers and Acquisitions

| Code | Description |
|------|-------------|
| C310 | Due Diligence |
| C320 | Transaction Documents |
| C330 | Regulatory Filings |
| C340 | Closing |
| C350 | Post-Closing Matters |
| C390 | Other M&A Matters |

### C400 - Securities and Finance

| Code | Description |
|------|-------------|
| C410 | Debt Financing |
| C420 | Equity Financing |
| C430 | SEC Filings and Compliance |
| C440 | Securities Transactions |
| C490 | Other Securities Matters |

### C500 - Regulatory and Compliance

| Code | Description |
|------|-------------|
| C510 | Regulatory Analysis |
| C520 | License/Permit Applications |
| C530 | Compliance Programs |
| C540 | Government Investigations |
| C590 | Other Regulatory Matters |

## P-Codes: Project/Intellectual Property

### P100 - Patents

| Code | Description |
|------|-------------|
| P110 | Patent Prosecution |
| P120 | Patent Searches |
| P130 | Patent Portfolio Management |
| P140 | Patent Licensing |
| P150 | Patent Opinions |
| P190 | Other Patent Matters |

### P200 - Trademarks

| Code | Description |
|------|-------------|
| P210 | Trademark Prosecution |
| P220 | Trademark Searches |
| P230 | Trademark Portfolio Management |
| P240 | Trademark Licensing |
| P250 | Domain Name Matters |
| P290 | Other Trademark Matters |

### P300 - Copyrights

| Code | Description |
|------|-------------|
| P310 | Copyright Registration |
| P320 | Copyright Licensing |
| P330 | Copyright Enforcement |
| P390 | Other Copyright Matters |

### P400 - Trade Secrets

| Code | Description |
|------|-------------|
| P410 | Trade Secret Protection |
| P420 | Trade Secret Licensing |
| P490 | Other Trade Secret Matters |

## A-Codes: Bankruptcy

### A100 - Case Administration

| Code | Description |
|------|-------------|
| A110 | Asset Analysis and Recovery |
| A120 | Claims Administration |
| A130 | Fee/Employment Applications |
| A140 | Case Administration |
| A190 | Other Case Administration |

### A200 - Chapter 11

| Code | Description |
|------|-------------|
| A210 | Plan and Disclosure Statement |
| A220 | First Day Motions |
| A230 | Cash Collateral/DIP Financing |
| A240 | Executory Contracts |
| A250 | Asset Sales |
| A290 | Other Chapter 11 Matters |

## Activity Codes

### A100 - Communication

| Code | Description |
|------|-------------|
| 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 (Opposing Counsel) |
| A109 | Communicate (Court/Other Tribunals) |
| A110 | Communicate (Other External Parties) |
| A111 | Appear For/Attend |

## Expense Codes

### E100 - Copying and Printing

| Code | Description |
|------|-------------|
| E101 | Copies - In-House |
| E102 | Copies - Outside Vendor |
| E103 | Color Copies |
| E104 | Oversized Copies |
| E105 | Print Production/Binding |

### E110 - Research

| Code | Description |
|------|-------------|
| E110 | Online Research (Westlaw/Lexis) |
| E111 | Other Computer Research |
| E112 | Library Research |

### E120 - Communications

| Code | Description |
|------|-------------|
| E120 | Telephone/Fax |
| E121 | Overnight Delivery |
| E122 | Local Delivery/Messenger |
| E123 | Postage |

### E130 - Court Fees

| Code | Description |
|------|-------------|
| E130 | Filing Fees |
| E131 | Service of Process |
| E132 | Witness Fees |
| E133 | Court Reporter Fees |
| E134 | Transcript Fees |

### E140 - Travel

| Code | Description |
|------|-------------|
| E140 | Travel - Air |
| E141 | Travel - Ground |
| E142 | Travel - Hotel |
| E143 | Travel - Meals |
| E144 | Mileage |

### E150 - Other

| Code | Description |
|------|-------------|
| E150 | Experts/Consultants |
| E151 | Local Counsel |
| E152 | E-Discovery Vendors |
| E153 | Litigation Support |
| E154 | Medical Records |
| E155 | Investigation |

## Usage Guidelines

1. **Always pair task and activity codes** - L110/A102 for litigation fact research
2. **Use most specific code** - L320 (Document Production) rather than L390 (Other Discovery)
3. **One task code per entry** - Block billing prohibited
4. **Expense codes standalone** - Don't combine with task codes
5. **Client-specific mapping** - Some clients require custom codes