Task codes, Activity codes and Expense codes

Use of UTBMS Codes for Invoices

When submitting invoices, it is essential to use the UTBMS (Uniform Task-Based Management System) codes. These codes help categorize legal services and expenses, ensuring accurate billing and tracking.

You can refer to utbms.com for the latest code sets and additional information.

UTBMS Codes in Invoice Submission: LEDES Requirements

In alignment with the LEDES (Legal Electronic Data Exchange Standard), please ensure that the following fields are correctly populated when submitting invoices:

1. LINE_ITEM_TASK_CODE

• Field Type: Character * 20

• Required For: Task Items

• Description:
  This field should include the task code from the UTBMS code set. Most expense items will not have a LINE_ITEM_TASK_CODE, in which case this field should be left null.

  • Note: Task codes may be used without Activity Codes, but Activity Codes should not be used without Task Codes. The requirement for using this field is determined by the receiving client.

2. LINE_ITEM_EXPENSE_CODE

• Field Type: Character * 20
• Required For: Expense Items
• Description:
  This field should include the expense code from the UTBMS code set for any expense line item. Most fee items will not have a LINE_ITEM_EXPENSE_CODE, and this field can be left null for those items.

3. LINE_ITEM_ACTIVITY_CODE

• Field Type: Character * 20

• Required For: Task Items

• Description:
  This field should include the activity code from the UTBMS code set for fee line items. Most expense items will not have a LINE_ITEM_ACTIVITY_CODE and can leave this field null.

  • Note: Task Codes may be used without Activity Codes, but Activity Codes should not be used without Task Codes. The receiving client will set the requirement for this field's use.

Important Notes:

• Consult your receiving client for specific code requirements and usage preferences.
• For detailed guidance on UTBMS code sets and how to apply them, visit utbms.com.