Custom UTBMS or Similar Activity/Task Codes

Custom UTBMS or Similar Activity/Task Codes

During Time or Expense entries, appropriate UTBMS codes may be selected from drop-down boxes.  Alternatively, custom UTBMS codes (or any other codes) may be entered.  Entry of these codes is optional.  If a client does not require you to report appropriate activity/task codes, you may skip entering these codes for all cases (projects) of the client.  If entered, UTBMS codes are displayed on PDF invoices.  

Entry of these codes are generally required for valid LEDES format invoices.


Your CaseFox account is already configured with ABA activity and tasks codes.

    • Related Articles

    • Activity Group Report (specially useful for Bankruptcy Attorneys)

      With each note (time/expense entry), you may enter UTBMS Task and Activity Codes. Alternatively, you may enter your own custom codes instead of standard UTBMS codes. For example, you may enter DISC for discovery related time/expense entries, TRIAL ...
    • Custom Data Fields for Clients/Cases

      Storing Additional Data (custom tags) for a Case or Client using Custom Fields? The "Other Info" tab both under "Clients" and "Cases/Projects" can be used to store additional data fields for clients and cases respectively. For example, if you like to ...
    • Custom Invoice Numbers

      Default invoice numbers start at the number 101. To set a custom invoice number pattern, please visit Settings/Tools/Reports->Invoice/General Settingsoption. Custom invoice number includes three parts. A prefix, a suffix and a starting number. Prefix ...
    • Time tracking, invoicing, expense recording and case notes in CaseFox

      <p>After selecting the case on the left hand side pane (not shown here), click on&#8220;Add Note&#8221; link (which you won&#8217;t need to make efforts to find). The screen will change to the above shown view. You can select the staff member and ...
    • How To Enter Time and Expense In CaseFox Legal Billing System

      1. Select the staff user on the top of the “Add Note” screen. Select date/time and enter hour/min or tenth of hours (in final PDF or LEDES invoices, hour/min will be converted into fractional hours (e.g., 1h 15m will be shown as 1.25h). PLEASE BE ...