Custom UTBMS or Similar Activity/Task Codes

Modified on Fri, 09 Sep 2016 at 11:00 PM

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.

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