Get UTBMS implementation right the first time

A step-by-step checklist to standardize coding, reduce errors, and ensure billing compliance across your firm.

Rolling out UTBMS and ADA codes isn’t just a billing update. It’s a workflow change across your entire legal team.

Without a clear process, you’ll end up with inconsistent coding, frustrated attorneys, and invoices that still get rejected.

This checklist walks you through exactly how to implement UTBMS and ADA codes in a way that actually sticks.

What you’ll learn

• How to map your current timekeeping to standard UTBMS phases and tasks 
• How to configure billing systems to enforce proper code usage 
• How to automate validation and catch errors before invoices go out 
• How to train attorneys and staff to use codes correctly from day one 
• How to audit, review, and maintain compliance over time 

Most teams don’t fail because they don’t understand UTBMS. They fail because implementation is inconsistent.

This checklist helps you avoid rework, reduce billing friction, and create a process your team actually follows.