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Line 7: The codes themselves are composed of a letter (the first letter of the task code set), followed by a three-digit number. Tasks sharing the same letter and first digit belong to the same phase. From time-to-time, the LEDES oversight committee, the administrative body which oversees these codes, adds and changes codes. In 2013, a set of "eDiscovery" codes were ratified. As of this writing, a set of Governance, Risk and Compliance codes are being developed but have not been ratified. ==Lists of the Codes== Line 48 ⟶ 52: L520 Appellate Briefs L530 Oral Argument ===eDiscovery Code Set=== L600 Identification L601 Discovery planning L602 Interviews L609 Quality assurance and control L610 Preservation L611 Preservation order L612 Legal hold *L619 Quality assurance and control L620Collection L621 Collection/Recovery L622 Media costs L623 Media/ESI Transfer, Receipt, Inventory L629 Quality assurance and control L630 Processing L631 ESI stage, preparation and process L632 Scanning - Hard Copy L633 Foreign language translation L634 Exception handling L639 Quality assurance and control L650 Review L651 Hosting costs L693 Review Planning & Training L652 Objective and Subjective coding L653 First pass document review L654 Second pass document review L655 Privilege review L656 Redaction L659 Quality assurance and control *L660 Analysis L670 Production L671 Conversion of ESI to production format L679 Quality assurance and control L680 Presentation L690 Project Management ===Counseling Code Set=== Line 99 ⟶ 139: B410 General Bankruptcy Advice/Opinions B420 Restructurings ===Patent Code Set=== PA100 Assessment, Development, and Administration PA110 Fact Investigation and Development PA120 Analysis/Strategy PA130 Document/File Management PA140 Budgeting PA199 Other Assessment, Development, or Administration PA200 Patent Investigation and Analysis PA210 State-of-the-Art Investigation PA220 Patentability Investigation PA230 Clearance Investigation PA240 Validity Investigation PA250 Publication Watches PA260 Infringement Investigation PA270 Status Investigation PA299 Other Patent Investigation and Analysis PA300 Domestic Patent Preparation PA310 Provisional Application Preparation - Domestic PA320 Non-Provisional Application Preparation - Domestic PA330 Design Application Preparation - Domestic PA340 Plant Patent Preparation - Domestic PA350 Continuing Application Preparation - Domestic PA360 Validation Patent Application Preparation - Domestic PA399 Other Patent Application Preparation - Domestic PA400 Domestic Patent Prosecution PA450 Post-Issuance Remedial Action - Domestic PA560 Validation Patent Application Preparation - International PA650 Post-Issuance Remedial Action - International PA410 Information Disclosure Statement - Domestic PA420 Preliminary Amendment - Domestic PA430 Official Communication - Domestic PA440 Quasi-Judicial Administrative Proceedings - Domestic PA499 Other Patent Prosecution - Domestic PA500 International Patent Preparation PA510 Provisional Application Preparation - International PA520 Non-Provisional Application Preparation - International PA530 Design Application Preparation - International PA540 Plant Patent Preparation - International PA550 Continuing Application Preparation - International PA599 Other Patent Application Preparation - International PA600 International Patent Prosecution PA610 Information Disclosure Statement - International PA620 Preliminary Amendment - International PA630 Official Communication - International PA640 Quasi-Judicial Administrative Proceedings - International *PA699 Other Patent Prosecution - International PA700 Other Patent-Related Tasks PA710 Opinion Preparation PA720 Portfolio Analysis and Management PA730 Assignments and Security Interests PA740 Licensing ===Trademark Code Set=== TR100 Assessment, Development, and Administration TR110 Fact Investigation and Development TR120 Analysis/Strategy TR130 Document/File Management TR140 Budgeting TR199 Other Assessment, Development, or Administration TR200 Trademark Investigation and Analysis TR220 Registerability Investigation TR230 Clearance Investigation TR240 Opposition Investigation TR250 Publication Watches TR260 Enforcement Investigation TR270 Status Investigation *TR299 Other Trademark Investigation and Analysis TR300 Domestic Trademark Application Preparation TR310 Application Preparation and Filing - Domestic TR399 Other Domestic Trademark Application Preparation and Filing TR400 Domestic Trademark Prosecution and Renewal TR410 Aff., Pet., Ext., Decl. and Other Filings - Domestic TR420 Preliminary Amendment - Domestic TR430 Official Communication - Domestic TR440 Quasi-Judicial Administrative Proceedings - Domestic TR499 Other Trademark Prosecution - Domestic TR500 International Trademark Application Preparation and Renewals TR510 Application Preparation and Filing - International TR599 Other International Trademark Application Prep. and Filing TR600 International Trademark Prosecution and Renewal TR610 Aff., Pet., Ext., Decl. and Other Filings - International TR620 Preliminary Amendment - International TR630 Official Communication - International TR640 Quasi-Judicial Administrative Proceedings - International TR699 Other Trademark Prosecution - International TR700 Other Trademark Related Tasks TR710 Opinion Preparation TR720 Portfolio Analysis and Management TR730 Assignments and Security Interests TR740 Licensing TR750 Domain Names - gTLDs TR760 Domain Names - ccTLDs TR770 Quasi-Judicial Administrative Proceedings - Domain Names TR799 Other Trademark Prosecution ===Activity Codes=== Line 114 ⟶ 249: A111 Other A112 Travel In late 2013, the Activity Code set was updated and ratified. A101 Plan and prepare for A102 Research A103 Draft/Revise A104 Review/Analyze A105 Communicate (within legal team) A106 Communicate (with client) A107 Communicate (opponents/other outside counsel) A113 Communicate (witnesses) A114 Communicate (experts) A108 Communicate (other external) A109 Appear For/Attend A110 Manage Data/Files/Documentation A112 Billable Travel Time A115 Medical Record and Medical Bill Management A116 Training A117 Special Handling Copying/Scanning/Imaging (Internal) A118 Collection-Forensic A119 Culling & Filtering A120 Processing A121 Review and Analysis A122 Quality Assurance and Control A123 Search Creation and Execution A124 Privilege Review Culling and Log Creation A125 Document Production Creation and Preparation A126 Evidence/Exhibit Creation and Preparation A127 Project Management A128 Collection Closing Activities A111 Other ===Expense Codes=== Line 141 ⟶ 307: E123 Other professionals E124 Other In late 2013, the Expense Code set was reworked and ratified. X100 Expenses X101 Copies/Blowbacks/Printing-Black & White (Internal) X102 Copies/Blowbacks/Printing-Color (Internal) X103 Copy Service (External) X104 Special Handling Copying/Scanning/Imaging (Internal) X105 Word Processing X106 Facsimile X107 Telephone-Local X108 Telephone-Long Distance X109 Telephone-Mobile X110 Conference Call/Video Call/Webinar Charges X111 Online Legal Research X112 Delivery Services/Messengers X113 Postage X114 Local Travel X115 Out-of-Town Travel X116 Meals X117 Court and Governmental Agency Fees X118 Eviction Costs X119 Foreclosure Costs X120 Title Insurance Costs X121 Immigration Costs X122 Late Fees X123 Publication Costs X124 Publications/Books/Treatises X125 ATE Premiums/Insurance X126 Witness Fees X127 Deposition Transcripts X128 Trial Transcripts X129 Trial Exhibits X130 Medical Records Costs X131 Medical Records Analysis X132 Medical Record Service Provider Fees X133 Private Investigators, Investigative Reports and Investigation Fees X134 Arbitrators/Mediators X135 Local Counsel X136 Appraiser/Appraisal Fees X137 Experts, Consultants, Other Vendors and Professionals X138 Litigation Support Vendors X139 Translation X140 Special Purpose Location/Office Rental X141 Special Purpose Moving and Storage Fees X142 Settlement Costs X143 Bank Fees X200 Drawings X201 Patent and Trademark Records X202 Patent and Trademark Searching and Monitoring X203 Patent and Trademark Prosecution Application Official Fees, Excluding Prosecution Post-Issuance and Opposition Fees X204 Patent and Trademark Prosecution Post-Issuance (Patent Maintenance and Trademark Renewal) Fees, Excluding Prosecution Application and Opposition Fees X205 Official Fees, Patent and Trademark Opposition Fees, Excluding Prosecution (Application or Post-Issuance) Fees X206 IP Annuity Payments X207 IP Holdbacks X300 Discovery/eDiscovery Collection-Forensic X301 Discovery/eDiscovery Collection-Third Party X302 Discovery/eDiscovery Culling & Filtering X303 Bates Stamping/ Control Numbers X304 Discovery/eDiscovery Review and Analysis X305 Discovery/eDiscovery Privilege Review Culling and Log Creation X306 Discovery/eDiscovery Document Production Creation and Preparation X309 Discovery/eDiscovery Evidence/Exhibit Creation and Preparation X307 Electronic Media Cost X308 Discovery/eDiscovery Technical Services-Other X400 Software License/User Access Fee X401 Subscription Fee X402 Transaction Fee X403 Hardware Costs X404 Hosting Fees- Internal X405 Data Storage Fees- Internal X999 Other ==External links== [http://www.abanet.org/litigation/utbms/home.html ABA Section of Litigation Uniform Task-Based Management System Information] [http://www.utbms.com/ utbms.com] [http://www.LEDES.org/ LEDES.org] [[Category:Legal communication]]

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