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    Uniform Task-Based Management System

    About

    The goal of this toolkit is to facilitate communication between lawyer and client about the engagement’s deliverables, their respective fees and the definition of success. Ultimately the purpose of any task code set and any budgeting effort is to align the expectations of clients and their lawyers about the parameters of work to be undertaken by the lawyer. These code sets are suggestions on a methodology to achieve that alignment.  They can and should be modified as particular circumstances or engagement warrant.

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    ABA Task Code Sets

    Toolkit

    Litigation Code Set

    The System enables lawyers to budget and bill by litigation task, aiding client and counsel in understanding, managing and conducting litigations. It is intended to cover all contested matters, including judicial litigation, binding arbitration and regulatory/administrative proceedings.

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    Bankruptcy Code Set

    The Bankruptcy Code Set is intended for use on bankruptcy matters. It is derived from the code set published by US Department of Justice, Executive Office for the United States Trustees.

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    Counseling Code Set

    The Counseling Code Set provides flexibility in the Uniform Task-Based Management System. It is intended to capture time spent by attorneys in preparing and delivering general legal advice for all areas of law (e.g., tax, labor, corporate, regulatory, lobbying).

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    Project Code Set

    The Project Code Set includes all legal tasks performed for non-litigation matters of a similar task pattern. This Code Set can be used for transactions and for administrative filings with Federal and state agencies, and for stand-alone projects.

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    Worker’s Compensation Code Set

    The UTBMS Workers’ Compensation Code Set 2010 will serve both as an e-billing platform for task based budgeting and billing and a practice management guide.

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    Mergers & Acquisitions Code Set

    A task code set for budgeting and reporting time incurred by law firms in M&A transactions.

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    Criminal Law Code Set

    A task code set for Criminal Law including pre-indictment, pre-trial tasks, trial and appeal.

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    Real Estate Code Set

    Real Estate Code Sets including Real Estate Purchase & Sale, Real Estate Commercial Leasing, and Real Estate Finance Code Set Descriptions.

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    LEDES Oversight Committee (LOC)