UTBMS

Uniform Task-Based Management System codes (UTBMS codes) are a series of codes used to classify legal services performed by law firms using electronic invoice submissions. Firms using LEDES billing can enable UTBMS codes for time and expense entries in Clio Manage.

Enable UTBMS codes

UTBMS codes can be enabled in your Clio Manage billing settings. Once enabled, UTBMS codes are account-wide and can be used by all users.

1. Go to Settings > Billing > UTBMS Codes.
2. Select Use UTBMS Codes and then select the codes you want to use.
3. Click Update UTBMS Settings.

Use UTBMS codes in time and expense entries

When creating or editing time or expense entries, you can select UTBMS task and expense codes. The selections that appear are determined by the codes you selected when enabling UTBMS codes in your billing settings. If you created custom activity categories, your selected UTBMS codes will appear below the list of custom activity categories when creating or editing a time entry. Additionally, the UTBMS task code field will remain disabled until you select a UTBMS activity category.

Disable UTBMS codes

1. Go to Settings > Billing > UTBMS Codes.
2. Uncheck Use UTBMS Codes.
3. Click Update UTBMS Settings.

Show or hide UTBMS codes in bills

If you are using UTBMS codes for activities, you can choose to show or hide the code descriptions when generating a bill. When using working with bill themes, you can completely customize which information is shown and how across different types of templates to ensure clients understand their bill clearly. To find this setting:

1. Go to Settings > Billing > Bill Themes.
2. Select the bill theme you want to edit.
3. Select Matter > Line items.
4. Check the box for Include activity descriptions in line item descriptions if you want bill recipients to see code descriptions on bills in this particular theme. Uncheck the box if you do not want your bill recipients to see the code descriptions on bills.