UTBMS codes / Counseling
UTBMS Counseling Task Codes
4 codes, C1xx-C4xx. Published by the American Bar Association (ABA) in 1997.
Four broad phases for general legal advice, for work that is not a discrete transaction or dispute.
When to use it: General advice in any practice area (tax, labor, corporate, regulatory, lobbying), or monthly time not tied to one matter.
The full list: 4 codes
| Code | Name | Definition |
|---|---|---|
| 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. |
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Code text belongs to the American Bar Association, reproduced here with a link to the source.