Uniform Task-Based Management System: Difference between revisions

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The '''Uniform Task-Based Management System''' ('''UTBMS''') is a set of codes designed to standardize categorization and facilitate the analysis of legal work and expenses. UTBMS was produced through a collaborative effort among the [[American Bar Association]] Section of Litigation, the [[American Corporate Counsel Association]], and a group of major [[corporation|corporate]] clients and [[law firm]]s coordinated and supported by Price Waterhouse LLP (now [[PricewaterhouseCoopers]]). UTBMS codes are now maintained and developed by the [[Legal Electronic Data Exchange Standard]] (LEDES) Oversight Committee.

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From time-to-time, the LEDES Oversight Committee (LOC), the administrative body that oversees these codes, adds and changes codes. In 2007, a set of Intellectual Property codes (for patents and trademarks) were finalized and ratified.<ref>{{Cite press release|url=https://www.businesswire.com/news/home/20071023005247/en/Legal-Electronic-Data-Exchange-Standard-LEDES-Finalizes|title = News}}</ref> In 2011, a set of "eDiscovery" codes were ratified.<ref>{{Citation |last=Roach |first=Michael |date=20 Sep 2012 |title=LEDES Adds Activity, Expense to E-Discovery Billing Codes | work=EDD Update |publisher=ALM | url= http://www.eddupdate.com/2012/09/ledes-adds-activity-expense-to-e-discovery-billing-codes-.html | access-date=27 Feb 2016 }}</ref><ref>{{Citation |title=UTBMS eDiscovery Code Set |publisher=EDRM |url=http://www.edrm.net/projects/metrics/utbms |access-date=27 Feb 2016 | quote=The LEDES Oversight Committee (LOC) Uniform Task Based Management System (UTBMS) eDiscovery Code Set, ratified in 2011, is based on the EDRM Metrics Code set. }}</ref> In 2015, the LOC ratified a set of Governance, Risk and Compliance codes based on the Open Compliance & Ethics Group (OCEG) GRC Capability Model.

==Lists of the Codes==

<ref>{{cite web| url=http://www.abanet.org/litigation/utbms/home.html| title=Practice Tools - Uniform Task-Based Management System | archive-url=https://web.archive.org/web/20090612193103/http://www.abanet.org/litigation/utbms/home.html | archive-date=2009-06-12}}</ref>

''The code lists are taken from http://www.abanet.org/litigation/utbms/home.html, which has the following Disclaimer & Copyright message:''

<small>''The authors hereby grant permission to use the codes and related definitions, in whole or in part, on a non-exclusive, royalty-free basis. In addition, this document may be freely reproduced and distributed in any electronic or hardcopy medium, on a nonexclusive, royalty-free basis, provided that this reproduction and distribution are not for profit, and that this title page is included in its entirety.''</small>

===Litigation Code Set===

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**TR770 Quasi-Judicial Administrative Proceedings - Domain Names

**TR799 Other Trademark Prosecution

<ref>{{cite web| url=http://utbms.com/download/545/| title=UTBMS Trademark Billing Codes | archive-url=https://web.archive.org/web/20160624005104/http://utbms.com/download/545/ | archive-date=2016-06-24}}</ref>

<ref>http://utbms.com/download/545/</ref>

===Activity Codes===