What is a UTBMS code?

The Uniform Task Based Management System (UTBMS) is a series of codes used to "classify the legal services performed by a law firm in an electronic invoice submission". It's part of the Legal Electronic Data Exchange Standard (LEDES). Firms that represent corporations are sometimes required to bill their services with UTMBS codes.



If you want to change the settings for a case, such that you only use UTMBS codes, then you'll need to go to your case details of that case. MerusCase supports UTBMS codes for Billable Expenses, Cases Ledger, Activity and Task Codes, and more. Similarly, if you don't want to use any UTBMS codes on a case, then you have that option too. 



Related articles:

How do I add new billing codes to my ledgers?

How to use UTBMS Codes in Merus

How to Set and Use Quick Codes in Merus