Uniform Task-Based Management System
Counseling Code Set
The Counseling Code Set is part of the broader Uniform Task-Based Management System which also includes codes for litigation, bankruptcy and projects (including transactions and administrative filings). The Counseling Code Set provides flexibility in the Uniform Task-Based Management System. It is intended to capture time spent by attorneys in preparing and delivering general legal advice for all areas of law (e.g., tax, labor, corporate, regulatory, lobbying). The Counseling Code Set may also be used to capture time over a monthly billing period that is not otherwise attributable to a discrete matter, transaction, project or litigation. Communication between client and counsel about which code set to use at the onset of any matter is advisable.
The following definitions elaborate on the intended scope of each task and should guide attorneys in coding time.
C100 Fact Gathering.
This phase includes all initial inquiries, meetings and instructions and the identification and collection of information relevant to the assignment.
C200 Researching Law.
This phase includes all legal research tasks, including internal meetings and consultations with those with special expertise, and computer and on-line research.
C300 Analysis and Advice.
This phase includes all tasks associated with analysis of both the facts and research performed (under C100 and C200) and communicating related opinions or advice to clients. Written communication, meetings, and telephone conversations during which advice is conveyed would all be captured by this phase.
C400 Third Party Communication.
This phase includes all discussions with third parties not otherwise covered above, such as communications with regulators or parties to contracts with the client.
Resources
- Counseling, Project,
- and Bankruptcy Code Sets:
- Overview
- Counseling Code Set
- Project Code Set
- Bankruptcy Code Set
- Activity Codes
- Expense Codes
- Participants and Liaisons
