UTBMS codes, short for Uniform Task-Based Management System codes, are a set of codes classified across different legal activities in practice areas and entities requiring the code usage, bringing much-needed streamlining and efficiency to electronic billing.

Leveraging UTBMS codes in LEDES-formatted invoices unifies billing and ensures a more efficient invoicing and related data analysis.

Enabling UTBMS codes

To enable UTBMS codes for different entities:

  1. Tap the avatar image and click Settings

  2. Navigate to the Bill Settings section, then tap UTBMS Codes

  3. Check the checkboxes for all desired codes, then click the Save UTBMS Settings button

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