RB User Guide > Setup > Service Items Master > Adding service items & Updating service items

Entering UTBMS codes for service items

For invoices to be LEDES compliant, every service item on each invoice must be coded properly with UTBMS codes. If your client has not provided the codes, you can obtain them at utbms.com, or use the sub-set, ABA Litigation Code Set.

Continued from Adding service items or Updating service items.

1. In the New Service Item/Edit Service Item window, scroll or jump to the LEDES 1998B section:

   • Exp/Fee Type

     Select Expense if this is an expense item such as delivery. Select Fee if this is a timekeeper fee such as attendance fee.

   • Task Code

     Enter the task code (e.g., L330) if this is a fee item. Leave blank for an expense item.

   • Expense Code

     Enter the expense code (e.g., E115) if this is an expense item. Leave blank for a fee item.

   • Activity Code

     Enter the activity code (e.g., A109) if this is a fee item. Leave blank for an expense item.

NOTE: Using non-standard codes

Even though it might be rare, it is possible for an insurance company to require different codes than the standard. In that case, simply update the billing rate tables belonging to the insurance company without modifying the service item master list.

Reference

• Electronic billing
• LEDES format
• UTBMS codes
• ABA Litigation Code Set
• Billing Rates

Step-by-step instructions

• Exporting invoices in LEDES format
• Setting up billing rates