Billing (UTBMS) Codes
The Uniform Task Based Management System (UTBMS) is a series of codes used to “classify the legal services performed by a law firm in an electronic invoice submission”. It’s part of the Legal Electronic Data Exchange Standard (LEDES). Firms that represent corporations are sometimes required to bill their services with UTMBS codes.
If you want to change the settings for a case, such that you only use UTMBS codes, then you’ll need to go to your case details of that case. Select the option you want in the Predefined Billing Descriptions setting in Case Info.
MerusCase supports UTBMS codes for Billable Expenses, Case Ledger, Activity and Task Codes, and more. Similarly, if you don’t want to use any UTBMS codes on a case, then you have that option, too.
Pro-TipIn order to view any new billing codes a Firm Administrator has just entered, a user will need to refresh his/her browser to start using them.
NoteQuickly select an "L-" or "A-code" by typing the desired "L-" code.
Creating a New Billing Code
To add a new Billing Code click on the New Billing Code button. On a widescreen monitor, the New Billing Code view will be displayed in the right-panel. For smaller devices, the panel will take up the entire screen.
Enter in all necessary information as prompted and click Save.
Editing a Billing Code
Click on the line item you want to edit.
Edit the fields as necessary and click Save.
Deleting a Billing Code
For many tables in MerusCase, there will be what’s called a control column. The color of the control column will change based on the theme being used, but it will consistently display three dots in the form of an ellipsis.
This control column is where additional options for each line item will be.
To delete, click on the Control Column (displayed as three little dots) next to the desired line item and select Delete.
Generally, anytime a user deletes an item, a popup message will appear asking for confirmation from the user.
Filtering Billing Codes
Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.
Additionally, MerusCase supports the use of multiple filters at once. For instance, a user can search for all open (by the Case Status column) cases within Browse Cases and then apply a second filter to then search for Assigned to Me (by the Staff column) within those open cases.
To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.
Select Always use this column if you wish to always use the same filter type. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.
Pro-TipMerusCase filtering has very powerful Search and Filter Tricks available to you, such as Custom Filter Shortcuts, powerful keywords, Preset Filters and even more!
To remove a filter, click on the added filter button (each applied filter appears as a button underneath the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open underneath the Search/Filter bar.