Overview
UTBMS (Uniform Task-Based Management System) codes are standardized codes used to categorize the work and expenses on legal invoices. When LEDES Billing is enabled for a case in MyCase (available on Pro and Advanced tiers only), you can assign a UTBMS Activity Code and Task Code to each time entry so they appear on your LEDES 1998B invoices.
This article lists the Activity and Task codes in one place so you can quickly find the code you need. LEDES Billing is available on the Pro and Advanced plans. To learn how to enable it and generate LEDES 1998B invoices, see LEDES Billing.
Activity Codes
Code | Description |
A101 | Plan and prepare for |
A102 | Research |
A103 | Draft/Revise |
A104 | Review/Analyze |
A105 | Communicate (within legal team) |
A106 | Communicate (with client) |
A107 | Communicate (opponents/other outside counsel) |
A108 | Communicate (other external) |
A109 | Appear For/Attend |
A110 | Manage Data/Files/Documentation |
A111 | Other |
A112 | Billable Travel Time |
A113 | Communicate (witnesses) |
A114 | Communicate (experts) |
A115 | Medical Record and Medical Bill Management |
A116 | Training |
A117 | Special Handling Copying/Scanning/Imaging (Internal) |
A118 | Collection-Forensic |
A119 | Culling & Filtering |
A120 | Processing |
A121 | Review and Analysis |
A122 | Quality Assurance and Control |
A123 | Search Creation and Execution |
A124 | Privilege Review Culling and Log Creation |
A125 | Document Production Creation and Preparation |
A126 | Evidence/Exhibit Creation and Preparation |
A127 | Project Management |
A128 | Collection Closing Activities |
Task Codes
Litigation (L100–L530)
Code | Description |
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 and Submissions |
L260 | Class Action Certification and Notice |
L300 | Discovery |
L310 | Written Discovery |
L320 | Document Production |
L330 | Depositions |
L340 | Expert Discovery |
L350 | Discovery Motions |
L360 | On Site Inspections |
L390 | Other Discovery |
L400 | Trial Preparation and Trial |
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 |
L470 | Enforcement |
L500 | Appeal |
L510 | Appellate Motions and Submissions |
L520 | Appellate Briefs |
L530 | Oral Argument |
E-Discovery (L600–L693)
Code | Description |
L600 | Identification |
L601 | Discovery planning |
L602 | Interviews |
L609 | Quality assurance and control |
L610 | Preservation |
L611 | Preservation order |
L612 | Legal hold |
L619 | Quality assurance and control |
L620 | Collection |
L621 | Collection/Recovery |
L622 | Media costs |
L623 | Media/ESI Transfer, Receipt, Inventory |
L629 | Quality assurance and control |
L630 | Processing |
L631 | ESI stage, preparation and process |
L632 | Scanning - Hard Copy |
L633 | Foreign language translation |
L634 | Exception handling |
L639 | Quality assurance and control |
L650 | Review |
L651 | Hosting costs |
L652 | Objective and Subjective coding |
L653 | First pass document review |
L654 | Second pass document review |
L655 | Privilege review |
L656 | Redaction |
L659 | Quality assurance and control |
L660 | Analysis |
L670 | Production |
L671 | Conversion of ESI to production format |
L679 | Quality assurance and control |
L680 | Presentation |
L690 | Project Management |
L693 | Review Planning & Training |
Counseling (C100–C400)
Code | Description |
C100 | Fact Gathering |
C200 | Researching Law |
C300 | Analysis and Advice |
C400 | Third Party Communication |
Project (P100–P800)
Code | Description |
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 |
Bankruptcy (B100–B420)
Code | Description |
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 |
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 (including Business Plan) |
B400 | Bankruptcy-Related Advice |
B410 | General Bankruptcy Advice/Opinions |
B420 | Restructurings |
Patent (PA100–PA740)
Code | Description |
PA100 | Assessment, Development, and Administration |
PA110 | Fact Investigation and Development |
PA120 | Analysis/Strategy |
PA130 | Document/File Management |
PA140 | Budgeting |
PA199 | Other Assessment, Development, or Administration |
PA200 | Patent Investigation and Analysis |
PA210 | State-of-the-Art Investigation |
PA220 | Patentability Investigation |
PA230 | Clearance Investigation |
PA240 | Validity Investigation |
PA250 | Publication Watches |
PA260 | Infringement Investigation |
PA270 | Status Investigation |
PA299 | Other Patent Investigation and Analysis |
PA300 | Domestic Patent Preparation |
PA310 | Provisional Application Preparation - Domestic |
PA320 | Non-Provisional Application Preparation - Domestic |
PA330 | Design Application Preparation - Domestic |
PA340 | Plant Patent Preparation - Domestic |
PA350 | Continuing Application Preparation - Domestic |
PA360 | Validation Patent Application Preparation - Domestic |
PA399 | Other Patent Application Preparation - Domestic |
PA400 | Domestic Patent Prosecution |
PA410 | Information Disclosure Statement - Domestic |
PA420 | Preliminary Amendment - Domestic |
PA430 | Official Communication - Domestic |
PA440 | Quasi-Judicial Administrative Proceedings - Domestic |
PA450 | Post-Issuance Remedial Action - Domestic |
PA499 | Other Patent Prosecution - Domestic |
PA500 | International Patent Preparation |
PA510 | Provisional Application Preparation - International |
PA520 | Non-Provisional Application Preparation - International |
PA530 | Design Application Preparation - International |
PA540 | Plant Patent Preparation - International |
PA550 | Continuing Application Preparation - International |
PA560 | Validation Patent Application Preparation - International |
PA599 | Other Patent Application Preparation - International |
PA600 | International Patent Prosecution |
PA610 | Information Disclosure Statement - International |
PA620 | Preliminary Amendment - International |
PA630 | Official Communication - International |
PA640 | Quasi-Judicial Administrative Proceedings - International |
PA650 | Post-Issuance Remedial Action - International |
PA699 | Other Patent Prosecution - International |
PA700 | Other Patent-Related Tasks |
PA710 | Opinion Preparation |
PA720 | Portfolio Analysis and Management |
PA730 | Assignments and Security Interests |
PA740 | Licensing |
Trademark (TR100–TR799)
Code | Description |
TR100 | Assessment, Development, and Administration |
TR110 | Fact Investigation and Development |
TR120 | Analysis/Strategy |
TR130 | Document/File Management |
TR140 | Budgeting |
TR199 | Other Assessment, Development, or Administration |
TR200 | Trademark Investigation and Analysis |
TR220 | Registerability Investigation |
TR230 | Clearance Investigation |
TR240 | Opposition Investigation |
TR250 | Publication Watches |
TR260 | Enforcement Investigation |
TR270 | Status Investigation |
TR299 | Other Trademark Investigation and Analysis |
TR300 | Domestic Trademark Application Preparation |
TR310 | Application Preparation and Filing - Domestic |
TR399 | Other Domestic Trademark Application Preparation and Filing |
TR400 | Domestic Trademark Prosecution and Renewal |
TR410 | Aff., Pet., Ext., Decl. and Other Filings - Domestic |
TR420 | Preliminary Amendment - Domestic |
TR430 | Official Communication - Domestic |
TR440 | Quasi-Judicial Administrative Proceedings - Domestic |
TR499 | Other Trademark Prosecution - Domestic |
TR500 | International Trademark Application Preparation and Renewals |
TR510 | Application Preparation and Filing - International |
TR599 | Other International Trademark Application Prep. and Filing |
TR600 | International Trademark Prosecution and Renewal |
TR610 | Aff., Pet., Ext., Decl. and Other Filings - International |
TR620 | Preliminary Amendment - International |
TR630 | Official Communication - International |
TR640 | Quasi-Judicial Administrative Proceedings - International |
TR699 | Other Trademark Prosecution - International |
TR700 | Other Trademark Related Tasks |
TR710 | Opinion Preparation |
TR720 | Portfolio Analysis and Management |
TR730 | Assignments and Security Interests |
TR740 | Licensing |
TR750 | Domain Names - gTLDs |
TR760 | Domain Names - ccTLDs |
TR770 | Quasi-Judicial Administrative Proceedings - Domain Names |
TR799 | Other Trademark Prosecution |
Civil Litigation Costs (JA10–JM40)
Code | Description |
JA10 | Funding |
JB10 | Budgeting - own side’s costs |
JB20 | Budgeting - Precedent H |
JB30 | Budgeting - between the parties |
JC10 | Factual investigation |
JC20 | Legal investigation |
JC30 | Pre-action protocol (or similar) work |
JD10 | Mediation |
JD20 | Other Settlement Matters |
JE10 | Issue and Serve Proceedings and Preparation of Statement(s) of Case |
JE20 | Review of Other Party(s)’ Statements of Case |
JE30 | Requests for Further Information |
JE40 | Amendment of Statements of Case |
JF10 | Preparation of the disclosure report and the disclosure proposal |
JF20 | Obtaining and reviewing documents |
JF30 | Preparing and serving disclosure lists |
JF40 | Inspection and review of the other side’s disclosure for work undertaken after exchange of disclosure lists |
JG10 | Taking, preparing and finalising witness statement(s) |
JG20 | Reviewing Other Party(s)’ witness statement(s) |
JH10 | Own expert evidence |
JH20 | Other Party(s)’ expert evidence |
JH30 | Joint expert evidence |
JI10 | Case Management Conference |
JI20 | Pre Trial Review |
JI30 | Costs Management Conference |
JJ10 | Applications relating to originating process or Statement of Case or for default or summary judgment |
JJ20 | Applications for an injunction or committal |
JJ30 | Applications for disclosure or Further Information |
JJ40 | Applications concerning evidence |
JJ50 | Applications relating to Costs alone |
JJ60 | Permission applications |
JJ70 | Other applications |
JK10 | Preparation of trial bundles |
JK20 | General work regarding preparation for trial |
JL10 | Advocacy |
JL20 | Support of advocates |
JL30 | Judgment and post-trial activity |
JM10 | Preparing costs claim |
JM20 | Points of dispute, Replies and Negotiations |
JM30 | Hearings |
JM40 | Post Assessment Work (excluding Hearings) |
Related Articles
Additional Resources
UTBMS codes are maintained by the LEDES Oversight Committee. For more information about the LEDES and UTBMS standards, visit ledes.org.