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UTBMS Billing Code Help Center

 
 UTBMS Litigation Codes
This Billing Code Help Center was created by the UTBMS Task Force to help law firms and timekeepers better understand and implement the task-based litigation codes for work that they receive from insurers. The UTBMS Task Force is a volunteer group independent of DRI or any insurance company that is composed of two dozen insurance claims executives, outside counsel and litigation consultants. The Task Force was formed in 2006 with the twin goals of (1) fine tuning the existing ABA/ACCA codes so that they make sense in the context of insurance defense work and (2) creating resources to educate and assist timekeepers in working with these codes.

The initial result of these efforts are a new Litigation Code Set that was promulgated by the Task Force in 2007 and is now in the course of being implemented by several major insurance companies, including AIG, CNA, OneBeacon and Zurich. Apart from clarifying and simplifying the wording of many of these codes, the principal changes are the elimination of two “miscellaneous codes” that have caused confusion in the past (Code 190 (Other Case Assessment and Administration) and Code 390 (Other Discovery)) and the addition of new codes for on-site inspections (L360) and travel time (A112).

You may download PDF versions of the UTBMS Litigation Codes by clicking one of the links below. A web version of the code set is available below.
UTBMS Litigation Code Set 2007 (PDF)

At the same time, the Task Force has created companion guide to the new code set setting forth an explanation of each code and Practice Tips for following them. Here’s a link
UTBMS Litigation Code Set with Practice Tips 2007(PDF)

A consultation panel comprised of lawyers and insurance representatives has been created to offer advice and guidance relative to the use of billing codes, with the goal of encouraging consistency in the application of these codes. Click here to submit a specific question to the panel. Please note that the panel will not resolve specific issues between a lawyer and a client - lawyers should always consult with your clients regarding their preferences for use of these codes.

UTBMS Code Set with Practice Tips 2007 (Web Version)
UTBMS Code Set with Practice Tips
UTBMS Code Set Overview
Summary of Code Changes

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 No longer used by Insurance clients.
L200 Pre-Trial Pleadings and Motions
      L210 Pleadings
      L220 Preliminary Injunctions/Provisional Remedies
      L230 Court Mandated Conferences
      L240 Dispositive Motions
      L250 Other Written Motions/Submissions
      L260 Class Action Certification and Notice
L300 Discovery
      L310 Written Discovery/Interrogatories
      L320 Document Production
      L330 Depositions
      L340 Expert Discovery
      L350 Discovery Motions
      L360 Discovery On-Site Inspections
      L390 No longer used by Insurance clients.
L400 Trial Preparation and Trial
      L410 Fact Witnesses
      L420 Expert Witnesses
      L430 Written Motions/Submissions
      L440 Other Trial Preparation and Support Preparing for trial
      L450 Trial and Hearing Attendance
      L460 Post-Trial Motions and Submissions
      L470 Enforcement
L500 Appeal
      L510 Appellate Proceedings/Motions Practice
      L520 Appellate Briefs
      L530 Oral Argument
A100 Activities
      A101 Plan and prepare for
      A102 Research
      A103 Draft/Revise
      A104 Review/Analyze
      A105 Communicate (in firm)
      A106 Communicate (with client)
      A107 Communicate (outside counsel)
      A108 Communicate (other external)
      A109 Appear for/attend
      A110 Manage data/files
      A111 Other
      A112 Travel
E100 Expenses
      E101 Copying
      E102 Outside Printing
      E103 Word Processing
      E104 Facsimile
      E105 Telephone
      E106 On Line Research
      E107 Delivery Services/Messengers
      E108 Postage
      E109 Local Travel
      E110 Out of Town Travel
      E111 Meals
      E112 Court Fees
      E113 Subpoena Fees
      E114 Witness Fees
      E115 Deposition Transcripts
      E116 Trial Transcripts
      E117 Trial Exhibits
      E118 Litigation Support Vendors
      E119 Experts
      E120 Private Investigators
      E121 Arbitrators/Mediators
      E122 Local Counsel
      E123 Other Professionals
      E124 Other


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Phone: 312.795.1101 . Fax: 312.795.0747 or 312.795.0749 . E-mail: dri@dri.org