Mergers and Aquisitions Task Code Sets
Using this Resource
This toolkit provides ABA members with sample task code sets in order to facilitate the construction of matter specific work plans.
ABA Matter Based Deliverable and Task Code Sets
The ABA Working Group on Task Based Billing Codes has created an ABA member benefit resource to assist in the development of detailed work plans and the pricing and scoping of those plans.
Our Goal
The goal of this toolkit is to facilitate communication between lawyer and client about the engagement’s deliverables, their respective fees and the definition of success. Ultimately the purpose of any task code set and any budgeting effort is to align the expectations of clients and their lawyers about the parameters of work to be undertaken by the lawyer. These code sets are suggestions on a methodology to achieve that alignment. They can and should be modified as particular circumstances or engagement warrant.
Background
Increasingly, clients are requiring realistic budgets for legal engagements, and lawyers are being called upon to offer fee arrangements on a basis other than hourly rates.
What's Next?
It is the ABA’s intention that this toolkit continue to grow and be developed with additional templates and other resources. The current plan is to update this tool as new resources become available.
About the Templates
ABA groups have developed these templates for members’ use in developing work plans for legal service delivery and projections on estimated costs of those services.
Task Force Template Sets
History
Task based billing codes for litigation were introduced by the ABA as an initiative of the ABA Section of Litigation, the American Corporate Counsel Association (now the Association of Corporate Counsel), and a sponsoring group of major corporate law departments and law firms coordinated and supported by Price Waterhouse LLP.
Read - MoreWorking Group Members
Lead Members
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William Garcia
Chair, Chief Practice Innovation Officer
Thompson Hine LLP (Washington, DC)
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Alan H. Batchelder
Director of Strategic Business Analysis
Cooley LLP (Reston, VA)
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Matthew Beekhuizen
Chief Pricing Officer
Greenberg Traurig (Ft. Lauderdale, FL)
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Jim Hannigan
Project Manager
Fenwick & West, SALI Matter Category Standard Initiative, Ledes Oversight Committee (Mountain View, CA)
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David Rueff
Shareholder/Legal Project Management Officer
Baker Donelson (Jackson, MS)
Working Group
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Warren Agin
Principal
Analytic Law LLC (Boston, MA)
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Tom Cullinan
Partner
Eversheds Sutherland (Atlanta, GA)
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Marissel Descalzo
Partner
Tache Bronis (Miami, FL)
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Shelley Geppert
Partner
Eimer Stahl (Chicago, IL)
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Jeff Greenbaum
Partner
Sills Cummins (Newark, NJ)
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Zachary Newman
Partner
HahnHessen (New York, NY)
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Harry Payton
Partner
Payton & Associates, LLC (Miami, FL)
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David Sprentall
Partner
Snell & Witmer (Phoenix, AZ)
Liasions
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Joseph Braunreuther
Senior Counsel
Johnson & Johnson (New Brunswick, NJ)
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Justin Ergler
Director, Alternative Fee Intelligence and Analytics
Glaxo Smith Kline (Research Triangle Park, NC)
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Amar Sarwal
Chief Legal Strategist
Association of Corporate Counsel (Washington, DC)