UTBMS Reference

Reference definition

L110 is the litigation task code for Fact Investigation/Development.

HoneyLedger guidance

Use this for learning and developing the facts of the case before the work becomes a more specific discovery, pleading, or trial-prep task.

When to use

• Interviewing the client or fact witnesses
• Reviewing factual materials to build a chronology
• Investigating events, parties, or damages

When not to use

• Formal written discovery responses
• Trial witness preparation close to trial

Common mistakes

• Describing factual investigation as generic research without saying what facts were developed

Reference definition

L120 is the litigation task code for Analysis/Strategy.

HoneyLedger guidance

Use this for legal or case strategy work, including assessing risk, claims, defenses, settlement posture, and next steps.

When to use

• Analyzing claims or defenses
• Developing case strategy
• Evaluating settlement position or litigation risk

When not to use

• Drafting the actual motion or brief
• Pure factual investigation without strategic analysis

Common mistakes

• Writing vague entries like 'case strategy' without the issue analyzed

Reference definition

L130 is the litigation task code for Experts/Consultants.

Reference definition

L140 is the litigation task code for Document/File Management.

Reference definition

L150 is the litigation task code for Budgeting.

Reference definition

L160 is the litigation task code for Settlement/Non-Binding ADR.

Reference definition

L190 is the litigation task code for Other Case Assessment, Development and Administration.

Reference definition

L210 is the litigation task code for Pleadings.

HoneyLedger guidance

Use this for complaints, answers, counterclaims, cross-claims, amended pleadings, and related pleading analysis.

When to use

• Drafting or revising a complaint
• Preparing an answer or responsive pleading
• Analyzing allegations for pleading amendments

When not to use

• Motion briefing after pleadings
• Discovery requests or responses

Reference definition

L220 is the litigation task code for Preliminary Injunctions/Provisional Remedies.

Reference definition

L230 is the litigation task code for Court Mandated Conferences.

HoneyLedger guidance

Use this for court-required conferences such as case management conferences, status conferences, and procedural conferences.

When to use

• Appearing at a case management conference
• Preparing for or attending a court-required status conference
• Addressing scheduling or procedural issues required by the court

When not to use

• Settlement conferences, which may belong under settlement or ADR depending on the context
• Trial attendance, which may belong under trial/hearing attendance

Common mistakes

• Writing only 'attended hearing' without explaining the type or purpose of the conference
• Forgetting to separately capture preparation or meet-and-confer work if it actually occurred

Reference definition

L240 is the litigation task code for Dispositive Motions.

HoneyLedger guidance

Use this for motions that can dispose of claims or the case, such as motions to dismiss, summary judgment, or judgment on the pleadings.

When to use

• Drafting a summary judgment motion
• Researching a motion to dismiss
• Reviewing an opposition to a dispositive motion

When not to use

• Routine discovery motions
• Trial motions in limine

Reference definition

L250 is the litigation task code for Other Written Motions and Submissions.

Reference definition

L260 is the litigation task code for Class Action Certification and Notice.

Reference definition

L310 is the litigation task code for Written Discovery.

HoneyLedger guidance

Use this for interrogatories, requests for admission, requests for production, and written discovery responses.

When to use

• Drafting written discovery requests
• Reviewing interrogatory responses
• Preparing objections and responses

When not to use

• Collecting or producing documents
• Deposition preparation or attendance

Reference definition

L320 is the litigation task code for Document Production.

HoneyLedger guidance

Use this for document collection, review, production, privilege review, production logs, and production coordination.

When to use

• Reviewing documents for responsiveness
• Preparing a production set
• Analyzing privilege issues for a privilege log

When not to use

• Drafting written discovery responses
• General file administration unrelated to production

Reference definition

L330 is the litigation task code for Depositions.

HoneyLedger guidance

Use this for deposition preparation, outlines, notices, attendance, summaries, and follow-up tied to depositions.

When to use

• Preparing a deposition outline
• Taking or defending a deposition
• Reviewing a deposition transcript

When not to use

• Trial witness preparation
• Expert discovery unless tied to expert depositions

Reference definition

L340 is the litigation task code for Expert Discovery.

Reference definition

L350 is the litigation task code for Discovery Motions.

HoneyLedger guidance

Use this for motions to compel, protective orders, discovery sanctions, and related discovery dispute submissions.

When to use

• Drafting a motion to compel
• Preparing a discovery letter brief
• Reviewing a protective order motion

When not to use

• Dispositive motions
• Routine written discovery drafting

Reference definition

L390 is the litigation task code for Other Discovery.

Reference definition

L410 is the litigation task code for Fact Witnesses.

HoneyLedger guidance

Use this for preparing, coordinating, and analyzing fact witness testimony for trial or hearing.

When to use

• Preparing a fact witness for trial
• Reviewing prior testimony for witness examination
• Coordinating witness availability for trial

When not to use

• Depositions during discovery
• Expert witness preparation

Reference definition

L420 is the litigation task code for Expert Witnesses.

Reference definition

L430 is the litigation task code for Written Motions and Submissions.

HoneyLedger guidance

Use this for trial-stage written submissions such as motions in limine, trial briefs, proposed findings, jury instructions, or exhibit objections.

When to use

• Drafting motions in limine
• Preparing a trial brief
• Reviewing jury instructions or verdict forms

When not to use

• Pre-trial dispositive motions
• Appellate briefs

Reference definition

L440 is the litigation task code for Other Trial Preparation and Support.

HoneyLedger guidance

Use this for trial preparation tasks that do not fit witness, expert, trial submission, or attendance codes.

When to use

• Preparing trial notebooks
• Coordinating exhibits and trial logistics
• Preparing opening or closing materials

When not to use

• Trial attendance
• Specific witness preparation

Reference definition

L450 is the litigation task code for Trial and Hearing Attendance.

HoneyLedger guidance

Use this for appearing at trial, evidentiary hearings, and substantive hearings during the trial phase.

When to use

• Attending trial
• Appearing at an evidentiary hearing
• Presenting argument at a trial-related hearing

When not to use

• Court-mandated status conferences
• Preparation for the appearance

Reference definition

L460 is the litigation task code for Post-Trial Motions and Submissions.

Reference definition

L470 is the litigation task code for Enforcement.

Reference definition

L510 is the litigation task code for Appellate Motions and Submissions.

HoneyLedger guidance

Use this for appellate procedural motions, filings, record-related submissions, and other non-brief appellate papers.

When to use

• Preparing a notice-related appellate submission
• Drafting an appellate procedural motion
• Reviewing record designation materials

When not to use

• Merits appellate briefs
• Oral argument preparation or attendance

Reference definition

L520 is the litigation task code for Appellate Briefs.

Reference definition

L530 is the litigation task code for Oral Argument.

Reference definition

A101 is the activity code for Plan and prepare for.

HoneyLedger guidance

Use this activity when the time was spent getting ready for a task, appearance, meeting, deposition, hearing, or filing.

When to use

• Preparing for a conference
• Planning deposition questions
• Preparing for a client meeting

Common mistakes

• Using preparation language without identifying the thing being prepared for

Reference definition

A102 is the activity code for Research.

HoneyLedger guidance

Use this activity for legal, factual, procedural, or regulatory research.

When to use

• Researching case law
• Checking procedural requirements
• Researching a statutory issue

Reference definition

A103 is the activity code for Draft/revise.

HoneyLedger guidance

Use this activity for creating or editing pleadings, discovery, correspondence, agreements, briefs, or other work product.

When to use

• Drafting a motion
• Revising discovery responses
• Editing a client memorandum

Reference definition

A104 is the activity code for Review/analyze.

HoneyLedger guidance

Use this activity when reading, assessing, or analyzing documents, evidence, filings, correspondence, or case materials.

When to use

• Reviewing produced documents
• Analyzing a motion
• Reviewing transcript testimony

Reference definition

A105 is the activity code for Communicate in firm.

Reference definition

A106 is the activity code for Communicate with client.

HoneyLedger guidance

Use this activity for calls, emails, meetings, and updates with the client.

When to use

• Reporting case status to the client
• Discussing strategy with the client
• Requesting client information

Common mistakes

• Writing 'email client' without the subject or purpose

Reference definition

A107 is the activity code for Communicate with other outside counsel.

HoneyLedger guidance

Use this activity for communications with co-counsel, opposing counsel, local counsel, or other outside lawyers.

When to use

• Meet-and-confer with opposing counsel
• Coordinate with local counsel
• Discuss scheduling with co-counsel

Reference definition

A108 is the activity code for Communicate with other external.

Reference definition

A109 is the activity code for Appear for/attend.

HoneyLedger guidance

Use this activity for attending conferences, hearings, depositions, meetings, trial, or other scheduled events.

When to use

• Attending a hearing
• Appearing for a deposition
• Attending a status conference

When not to use

• Preparation for the event
• Drafting or follow-up work after the event

Reference definition

A110 is the activity code for Manage data/files.

Reference definition

A111 is the activity code for Other.

Reference definition

E101 is the expense code for Copying.

HoneyLedger guidance

Use this expense code when the cost is for copying.

Reference definition

E102 is the expense code for Outside printing.

HoneyLedger guidance

Use this expense code when the cost is for outside printing.

Reference definition

E103 is the expense code for Word processing.

HoneyLedger guidance

Use this expense code when the cost is for word processing.

Reference definition

E104 is the expense code for Facsimile.

HoneyLedger guidance

Use this expense code when the cost is for facsimile.

Reference definition

E105 is the expense code for Telephone.

HoneyLedger guidance

Use this expense code when the cost is for telephone.

Reference definition

E106 is the expense code for Online research.

HoneyLedger guidance

Use this expense code when the cost is for online research.

Reference definition

E107 is the expense code for Delivery services/messengers.

HoneyLedger guidance

Use this expense code when the cost is for delivery services/messengers.

Reference definition

E108 is the expense code for Postage.

HoneyLedger guidance

Use this expense code when the cost is for postage.

Reference definition

E109 is the expense code for Local travel.

HoneyLedger guidance

Use this expense code when the cost is for local travel.

Reference definition

E110 is the expense code for Out-of-town travel.

HoneyLedger guidance

Use this expense code when the cost is for out-of-town travel.

Reference definition

E111 is the expense code for Meals.

HoneyLedger guidance

Use this expense code when the cost is for meals.

Reference definition

E112 is the expense code for Court fees.

HoneyLedger guidance

Use this expense code when the cost is for court fees.

Reference definition

E113 is the expense code for Subpoena fees.

HoneyLedger guidance

Use this expense code when the cost is for subpoena fees.

Reference definition

E114 is the expense code for Witness fees.

HoneyLedger guidance

Use this expense code when the cost is for witness fees.

Reference definition

E115 is the expense code for Deposition transcripts.

HoneyLedger guidance

Use this expense code when the cost is for deposition transcripts.

Reference definition

E116 is the expense code for Trial transcripts.

HoneyLedger guidance

Use this expense code when the cost is for trial transcripts.

Reference definition

E117 is the expense code for Trial exhibits.

HoneyLedger guidance

Use this expense code when the cost is for trial exhibits.

Reference definition

E118 is the expense code for Litigation support vendors.

HoneyLedger guidance

Use this expense code when the cost is for litigation support vendors.

Reference definition

E119 is the expense code for Experts.

HoneyLedger guidance

Use this expense code when the cost is for experts.

Reference definition

E120 is the expense code for Private investigators.

HoneyLedger guidance

Use this expense code when the cost is for private investigators.

Reference definition

E121 is the expense code for Arbitrators/mediators.

HoneyLedger guidance

Use this expense code when the cost is for arbitrators/mediators.

Reference definition

E122 is the expense code for Local counsel.

HoneyLedger guidance

Use this expense code when the cost is for local counsel.

Reference definition

E123 is the expense code for Other professionals.

HoneyLedger guidance

Use this expense code when the cost is for other professionals.

Reference definition

E124 is the expense code for Other.

HoneyLedger guidance

Use this expense code when the cost is for other.

Reference definition

B110 is the bankruptcy code for Case Administration.

HoneyLedger guidance

Use this bankruptcy reference code for work related to case administration.

Reference definition

B120 is the bankruptcy code for Asset Analysis and Recovery.

HoneyLedger guidance

Use this bankruptcy reference code for work related to asset analysis and recovery.

Reference definition

B130 is the bankruptcy code for Asset Disposition.

HoneyLedger guidance

Use this bankruptcy reference code for work related to asset disposition.

Reference definition

B140 is the bankruptcy code for Relief from Stay/Adequate Protection Proceedings.

HoneyLedger guidance

Use this bankruptcy reference code for work related to relief from stay/adequate protection proceedings.

Reference definition

B150 is the bankruptcy code for Meetings of and Communications with Creditors.

HoneyLedger guidance

Use this bankruptcy reference code for work related to meetings of and communications with creditors.

Reference definition

B160 is the bankruptcy code for Fee/Employment Applications.

HoneyLedger guidance

Use this bankruptcy reference code for work related to fee/employment applications.

Reference definition

B170 is the bankruptcy code for Fee/Employment Objections.

HoneyLedger guidance

Use this bankruptcy reference code for work related to fee/employment objections.

Reference definition

B180 is the bankruptcy code for Avoidance Action Analysis.

HoneyLedger guidance

Use this bankruptcy reference code for work related to avoidance action analysis.

Reference definition

B185 is the bankruptcy code for Assumption/Rejection of Leases and Contracts.

HoneyLedger guidance

Use this bankruptcy reference code for work related to assumption/rejection of leases and contracts.

Reference definition

B190 is the bankruptcy code for Other Contested Matters.

HoneyLedger guidance

Use this bankruptcy reference code for work related to other contested matters.

Reference definition

B210 is the bankruptcy code for Business Operations.

HoneyLedger guidance

Use this bankruptcy reference code for work related to business operations.

Reference definition

B220 is the bankruptcy code for Employee Benefits/Pensions.

HoneyLedger guidance

Use this bankruptcy reference code for work related to employee benefits/pensions.

Reference definition

B230 is the bankruptcy code for Financing/Cash Collateral.

HoneyLedger guidance

Use this bankruptcy reference code for work related to financing/cash collateral.

Reference definition

B240 is the bankruptcy code for Tax Issues.

HoneyLedger guidance

Use this bankruptcy reference code for work related to tax issues.

Reference definition

B250 is the bankruptcy code for Real Estate.

HoneyLedger guidance

Use this bankruptcy reference code for work related to real estate.

Reference definition

B260 is the bankruptcy code for Board of Directors Matters.

HoneyLedger guidance

Use this bankruptcy reference code for work related to board of directors matters.

Reference definition

B290 is the bankruptcy code for Other Operations.

HoneyLedger guidance

Use this bankruptcy reference code for work related to other operations.

Reference definition

B310 is the bankruptcy code for Claims Administration and Objections.

HoneyLedger guidance

Use this bankruptcy reference code for work related to claims administration and objections.

Reference definition

B320 is the bankruptcy code for Plan and Disclosure Statement.

HoneyLedger guidance

Use this bankruptcy reference code for work related to plan and disclosure statement.

Reference definition

B330 is the bankruptcy code for Plan Negotiations.

HoneyLedger guidance

Use this bankruptcy reference code for work related to plan negotiations.

Reference definition

B340 is the bankruptcy code for Disputed Plan Confirmation.

HoneyLedger guidance

Use this bankruptcy reference code for work related to disputed plan confirmation.

Reference definition

B350 is the bankruptcy code for Assumption/Rejection of Leases and Contracts.

HoneyLedger guidance

Use this bankruptcy reference code for work related to assumption/rejection of leases and contracts.

Reference definition

B360 is the bankruptcy code for Post-Confirmation Matters.

HoneyLedger guidance

Use this bankruptcy reference code for work related to post-confirmation matters.

Reference definition

B410 is the bankruptcy code for General Bankruptcy Advice/Opinions.

HoneyLedger guidance

Use this bankruptcy reference code for work related to general bankruptcy advice/opinions.

Reference definition

B420 is the bankruptcy code for Restructurings.

HoneyLedger guidance

Use this bankruptcy reference code for work related to restructurings.

Reference definition

B430 is the bankruptcy code for Litigation Consulting.

HoneyLedger guidance

Use this bankruptcy reference code for work related to litigation consulting.

Reference definition

B440 is the bankruptcy code for Communications with Creditors.

HoneyLedger guidance

Use this bankruptcy reference code for work related to communications with creditors.

Reference definition

C110 is the counseling code for Fact Gathering.

HoneyLedger guidance

Use this counseling reference code for advisory work related to fact gathering.

Reference definition

C210 is the counseling code for Researching Law.

HoneyLedger guidance

Use this counseling reference code for advisory work related to researching law.

Reference definition

C310 is the counseling code for Analysis and Advice.

HoneyLedger guidance

Use this counseling reference code for advisory work related to analysis and advice.

Reference definition

C410 is the counseling code for Third Party Communication.

HoneyLedger guidance

Use this counseling reference code for advisory work related to third party communication.

Reference definition

C510 is the counseling code for Document Preparation.

HoneyLedger guidance

Use this counseling reference code for advisory work related to document preparation.

Reference definition

C610 is the counseling code for Document Review.

HoneyLedger guidance

Use this counseling reference code for advisory work related to document review.

Reference definition

C710 is the counseling code for Due Diligence.

HoneyLedger guidance

Use this counseling reference code for advisory work related to due diligence.

Reference definition

C810 is the counseling code for Negotiations.

HoneyLedger guidance

Use this counseling reference code for advisory work related to negotiations.

Reference definition

C910 is the counseling code for Other.

HoneyLedger guidance

Use this counseling reference code for advisory work related to other.

Reference definition

P110 is the project code for Project Administration.

HoneyLedger guidance

Use this project reference code for matter-management work related to project administration.

Reference definition

P210 is the project code for Fact Gathering.

HoneyLedger guidance

Use this project reference code for matter-management work related to fact gathering.

Reference definition

P220 is the project code for Due Diligence.

HoneyLedger guidance

Use this project reference code for matter-management work related to due diligence.

Reference definition

P310 is the project code for Legal Research.

HoneyLedger guidance

Use this project reference code for matter-management work related to legal research.

Reference definition

P320 is the project code for Non-Legal Research.

HoneyLedger guidance

Use this project reference code for matter-management work related to non-legal research.

Reference definition

P410 is the project code for Advice and Strategy.

HoneyLedger guidance

Use this project reference code for matter-management work related to advice and strategy.

Reference definition

P510 is the project code for Document Preparation.

HoneyLedger guidance

Use this project reference code for matter-management work related to document preparation.

Reference definition

P520 is the project code for Document Review.

HoneyLedger guidance

Use this project reference code for matter-management work related to document review.

Reference definition

P610 is the project code for Negotiation.

HoneyLedger guidance

Use this project reference code for matter-management work related to negotiation.

Reference definition

P710 is the project code for Completion/Closing.

HoneyLedger guidance

Use this project reference code for matter-management work related to completion/closing.

Reference definition

P810 is the project code for Post-Completion/Post-Closing.

HoneyLedger guidance

Use this project reference code for matter-management work related to post-completion/post-closing.