Types of Billing Codes and the Changing Standards
If you’re charging corporate clients, then it’s inevitable that you’ll need to use the Uniform Task-Based Management System (UTBMS) code system. It was a standard developed to set rates for the tasks charged by firms. This coding system is a part of the Legal Electronic Data Exchange Standard (LEDES), which was developed by several law firms and corporate clients. It’s essentially a classification system for billing that allows your clients to know more details about their invoices. As I mentioned in my previous article—The Options of Syncing your Calendar, Contacts, and Mail—standards are important for collaborating between different systems.
Savvy support: Court forms: Everything but the kitchen sink!
When a firm decides to switch to MerusCase, we here at MerusCase Support offer to convert up to 80 of their commonly-used office letters to MerusCase Templates. During conversion, we take an office's existing .doc or .wpd letters, add MerusCase merge field code to them in place of "Doctor name," "Date of Injury," and so on, and then adding them to a firm's MerusCase account for common access by all users at that firm.
MerusCase also has an extensive library of PDF court forms. Unlike firm-specific templates, these court forms are accessible to all firms. These forms are generally PDF-based, meaning the text of the forms isn't editable: auto-filled or manually typed data is "printed" on to them in the appropriate text fields and checkboxes. New forms and revisions of existing forms are constantly being added by the courts, and keeping all of these forms up-to-date in MerusCase is a full time task which we do for the benefit of all of our clients.
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