UTBMS. Workers Compensation Code Set 2010 Uniform Task Based Management System

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Uniform Task Based Management System

Workers’

Compensation

Code Set 2010

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Uniform Task Based Management System

UTBMS

Workers’ Compensation Code Set 2010

The American Bar Association (ABA) and the Association of Corporate Counsel (ACC) facilitated the creation of a series of task based code sets to cover the major classification of legal services, including a specific UTBMS Litigation Task Code Set in 1995. Neither association officially endorsed or took ownership as such for the code sets. No umbrella management/professional development organization was created. There was tacit recognition at the time of the creation of the litigation code set that there were distinct classes of litigation that warranted it’s special attention. It was resolved at that time to focus on introducing the concept of task- based management of budgeting and billing for litigation in general. UTBMS is digital based making it ideal for e-billing. It has become synonymous with LEDES supported e-billing applications. Insurance defense litigation has emerged as the dominant user of “task based billing” systems. To address their specific budgeting and billing requirements a representative stakeholder group developed a modified UTBMS Litigation Code Set 2007. Subsequent to that a substantive stakeholder group with workers’ compensation expertise,

although supportive of the modifications, identified task gaps in code phases and ambiguity in the wording of existing tasks. The UTBMS Workers’ Compensation Code Set 2010 remedies ambiguities and deficiencies in task based budgeting and billing for workers compensation litigation while retaining compatibility with the methodology and integrity of the UTBMS Litigation Code Set 2007.

The UTBMS Workers’ Compensation Code Set 2010 will serve both as an e-billing platform for task based budgeting and billing and a practice management guide. Each task contains a set of “Commentary & Practice Tips” that will help workers’ compensation defense lawyers and Workers’ Compensation Claims Managers to develop a mutually beneficial working relationship.

UTBMS Workers’ Compensation Code Set 2010Project

Mark W. Hamberger, Esq. Managing Partner

Hamberger & Weiss Buffalo N.Y.

Elizabeth Kenny, Esq.

Litigation Management Attorney

Utica National Insurance Group Malcolm Maremont

Quality Assurance and Training Manager Zurich North America Commercial William E. Pipkin Jr.

Partner

Austill Lewis & Pipkin Mobile Alabama

Michele R. Punturi, Esq. Shareholder

Marshall, Dennehey, Warner, Coleman & Goggin

Philadelphia, PA

Louis F. Vaccarella, Esq. Regional Litigation Manager

Zurich North America Commercial Litigation Management Group George Woolverton

Stockwell, Harris, Woolverton and Meuhl Los Angeles

Team Members

Facilitator:

John G. Kelly

Law Professor/ Legal Cost Management Consultant

John G. Kelly Report Inc. Technical Consultant Joyce Higgins

Director of Product Development Allegient Systems

Team Members:

James Anderson Managing Member

Anderson Crawley & Burke PLC Jackson Mississippi

Marijoy Arguelles

Litigation Management Director Everest National Insurance Company Kathrine K. Davidson

Litigation Management Supervising Attorney

Utica National Insurance Group Irena Djukic

Litigation Management Counsel CNA Insurance

WC 280 – Alternative Fee Arrangements ... 7 Phase 300 Discovery/Document Production ... 8 WC 310 – Written Discovery ... 8 WC 320 – Document Production/ Acquisition ... 8 WC 330 – Depositions ... 9 WC 340 – Expert Discovery ... 9 WC 350 – Discovery Motions ... 10 WC 360 – Discovery On-Site Inspections/Visits ... 10 WC 380 – Alternative Fee Arrangements ... 10 Phase 400 Hearings/Trial Practice ... 11 WC 410 – Fact Witnesses ... 11 WC 420 – Expert Witnesses ... 11 WC 430 – Written Motions/ Submissions ... 12 WC 440 – Hearing Preparation and Support ... 12 WC 450 – Hearing ... 12 WC 460 – Post-Hearing Conferences/ Motions/Submissions ... 13 WC 470 – Assertion of Subrogation Claims on behalf of employer/carrier ... 13 WC 480 – Alternative Fee Arrangements ... 13 Phase 500 Appellate Practice ... 14 WC 510 – Appellate Proceedings/ Motion Practice ... 14 WC 520 – Appellate Briefs ... 14 WC 530 – Oral Argument/Post Submission Practice ... 14 WC 580 – Alternative Fee Arrangements ... 15 Appendix ... 15 Click on Item

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UTBMS Workers’ Compensation Code Set 2010

UTBMS – WC Code Set

Phase 100

Initial Assessment of Case and/or Issue and Outcomes

WC110 – Fact Investigation/Development - All actions to

investigate, understand the facts of matter

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adjuster

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securing claims material

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WC110 Commentary & Practice Tips

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directly related to an initial evaluation of the case. All subsequent legal research should be itemized under the primary task for which the research is conducted, or issue within a case.

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case, particularly in jurisdictions such as New York where issues arrive months and years following the initial determination of compensability.

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and insurers an opportunity to learn whether they are strategizing together. Insurers will learn whether they are included in the process of putting together a “game plan.”

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adjuster/carrier.

WC 120 Analysis/Strategy – Thinking, Strategizing, and Planning

for a case

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case manager re fact investigation and strategy should be included in this task.

WC 120 Commentary & Practice Tips

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case evaluation and case strategy, use this code.

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regarding fact investigation and the strategy should be under this code.

WC 130 Experts/Consultants

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regarding expert opinions.

WC 130 Commentary & Practice Tips

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interviewing experts and consultants.

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deposition or for trial should be billed to WC 330, WC340 or WC420 as appropriate but not to WC130.

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WC420 as appropriate but not to WC130.

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strategizing of the defendant’s case.

WC 150 Budgeting

UÊ *Ài«>À>ÌÊvÊ Õ`}iÌÊ

UÊ ÀÀiÃ«`iViÊÀi}>À`}Ê Õ`}iÌÊ

WC 150 Commentary & Practice Tips

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including correspondence to substantiate the budget and periodic updates required by the client for a matter.

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and hours, estimating external expenses, and outlining assumptions associated with the budget.

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billed under this section and not WC120.

WC 160 Settlement/Resolution

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WC110

WC130

WC150

WC160

WC120

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WC 160 Commentary & Practice Tips

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and participating in settlement discussions, conferences, and hearings and implementing a settlement. Covers pursuing and participating in mediation and other non-binding procedures. Also includes pre-litigation demand letters and ensuing discussions.

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should be billed under WC160.

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authority should be billed under this code.

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Agreements and Annuity contracts and MSA activities should be billed under this code.

WC 180 Alternative Fee Arrangements

This code includes all non-hourly or other alternative fee arrangements for tasks and activities in this phase

Commentary & Practice Tips

Workers’ Compensation practice is frequently encountering alternative billing arrangements such as flat fees. The intent of this task code is to permit the recording of time included within the initial assessment phase for which there is no an hourly rate entry. For example, if a matter such as settlement processing involves a single fee, regardless of the time spent, instead of entering a variety of time charges under WC160 broken down by various activity codes, the cumulative time can be recorded under WC180 insomuch as the separate activities do not impact the total amount of the bill.

Phase 200

Pleadings/Preliminary Proceedings

WC 210 Pleadings

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WC 210 Commentary & Practice Tips

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parties, as well as any asserted against prospective parties, including time spent researching the legal basis for the pleading.

WC 230 Conferences with Judge

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UÊ ,i«ÀÌ}ÊÊVviÀiViÊÜÌÊÕ`}iÊ

WC 230 Commentary & Practice Tips

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hearings)

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events are included in this code.

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trial matters are covered in WC 450.

WC 280 Alternative Fee Arrangements

This code includes all non-hourly or other alternative fee arrangements for tasks and activities in this phase.

WC 280 Commentary & Practice Tips

Workers’ Compensation practice is frequently encountering alternative billing arrangements such as flat fees. The intent of this task code is to permit the recording of time included within the Pre-Trial Pleadings and Motions Phase of activities for which there is no hourly rate time entry. For example, if a matter such as filing an answer involves a single fee, regardless of time spent, instead of entering a variety of time charges under WC 210 broken down by various activity codes, the cumulative time can be recorded under WC280 insomuch as the separate activities do not impact on the total amount of the bill.

WC160

WC180

WC210

WC230

WC280

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Phase 300

Discovery/Document Production

WC 310 Written Discovery

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WC 301 Commentary & Practice Tips

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Includes mandatory meet-and-confer sessions. Also covers mandatory written disclosures as under Rule 26(a).

WC 320 Document Production/Acquisition

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WC 320 Commentary & Practice Tips

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mandatory meet-and-confer sessions to resolve objections. Includes identifying documents for production, reviewing documents for privilege, effecting production, and preparing requested privilege lists. (While a general review of documents produced by other parties falls under this task, the initial review of documents primarily to understand the facts is Task WC110.)

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documents or whole documents that should or should not be disclosed.

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appropriately billed using this code.

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authorizations or compliance should be billed using this code.

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technology and vendor costs relating to Electronic Discovery are considered Expenses.

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should use this code. Timekeeping related specifically to medical experts, such as an IME, should be coded under WC340.

WC 330 Depositions

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WC 330 Commentary & Practice Tips

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timing and sequence of depositions, preparing deposition notices and subpoenas, communicating with opposing or other party’s counsel on scheduling and logistics, planning for and preparing to take the depositions, discussing deposition strategy, preparing witnesses, reviewing documents for deposition preparation, attending depositions, and drafting any deposition summaries/reports.

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to or used as exhibits at deposition.

UÊ ÊÃiÊÕÀÃ`VÌÃÊiÌiÀÊ>ÞÊÀÊi`V>ÊÌiÃÌÞÊÃÊÌ>iÊLÞÊ`i«ÃÌ]ÊLÕÌÊ

constitutes the trial testimony. This code should be used for such depostions.

WC 340 Expert Discovery

UÊ *Ài«>À}ÊiÝ«iÀÌÊ`ÃVÛiÀÞÊ>`Êì«ÃÌÊÌViÃÊ UÊ ÕV>Ì}ÊÜÌÊiÝ«iÀÌÊ>`Ê««Ã}ÊVÕÃiÊ UÊ *Ài«>À}ÊÃÕL«i>ÊÌÊÃiVÕÀiÊiÝ«iÀÌÃÊÛV>Ì>ÉÊi`V>ÉÌiÀ®Ê>««i>À>ViÊ>ÌÊ deposition/trial UÊ ÃVÕÃÃ}Êì«ÃÌÊÃÌÀ>Ìi}ÞÊÜÌÊi«ÞiÀÉ>`ÕÃÌiÀ UÊ ,iÛiÜ}ÊÝ«iÀÌÊ`VÕiÌÃÉÀiVÀ`ÃÊ>`ÉÀÊvÃÊÀiÛiÜ UÊ À>vÌ}ÊiÝ«iÀÌÊÃÕ>ÀiÃÊ UÊ *Ài«>À>ÌÊvÀÊ>`ÊVÃÕÌ>ÌÊÜÌÊiÝ«iÀÌ UÊ ÀÀ>}}Ê>`ÊÃVi`Õ}Êì«iìÌÊi`V>ÊÝ>>ÌÃÊ®Ê>`Ê

Impairment Rating Evaluations (IRE)

UÊ ,iÛiÜÊEÊ>ÞÃÃÊvÊ`i«i`iÌÊi`V>ÊÝ>>ÌÊ®ÊEÊ«>ÀiÌÊ

Rating Evaluation (IRE)

UÊ ÕV>Ì}ÊÜÌÊiÝ«iÀÌÊÛV>ÌÉi`V>Ê>`ÊÌiÀ®Ê>`ÊLÌ>}ÊÛV>Ì>Ê

documents

WC 340 Commentary & Practice Tips

UÊ /ÃÊV`iÊÃÊÕÃi`ÊViÊiÝ«iÀÌÃÊ>ÛiÊLiiÊ`iÌvi`°ÊÊVÌÛÌÞÊÀi>Ìi`ÊÌÊ

determining the appropriate experts should be coded to WC 130.

UÊ VÌÛÌiÃÊÀi>Ìi`ÊÌÊi`V>ÊiÝ«iÀÌÊ«ÃÊÀÊÌiÃÌÞ]Ê«ÀiÛÕÃÞÊÃÜÊÕ`iÀÊ WC 390.

WC310

WC320

WC330

WC340

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(6)

WC 350 Discovery Motions

UÊ *Ài«>À}ÉÀiÃ«`}ÊÌÉ>À}Õ}ÊÌÃÊÌ>ÌÊ>ÀÃiÊvÀÊ`ÃVÛiÀÞÊ UÊ ,iÛiÜÊ"À`iÀÊÀÕ}ÊÊÌ

UÊ *Ài«>À}ÊÃÕ>ÀÞÊvÊÌÀLÕ>ÊÀ`iÀ

WC 350 Commentary & Practice Tips

UÊ *Ài«>À}]ÊÀiÃ«`}ÊÌ]Ê>`Ê>À}Õ}Ê>ÊÌÃÊÌ>ÌÊ>ÀÃiÊÕÌÊvÊÌiÊ`ÃVÛiÀÞÊ

process, should be included here. It also Includes the protective order process.

WC 360 Discovery On-Site Inspections/Visits

UÊ /À>ÛiÊÌÊ>`ÊvÀÊÃÌiÊÃ«iVÌÉÛÃÌÃÊ UÊ ÌÌi`Ê-ÌiÊÃ«iVÌÉÛÃÌÃÊ

UÊ *Ài«>ÀiÊÃÕ>ÀÞÊvÊÀiÃÕÌÃÊvÀÊÃÌiÊÃ«iVÌÉÛÃÌÃ

WC 360 Commentary & Practice Tips

UÊ /ÃÊV`iÊVÕ`iÃÊ>ÊÃÌiÊÃ«iVÌÃÉÛÃÌÃ°

WC 380 Alternative Fee Arrangements

WC 380 Commentary & Practice Tips

Workers’ Compensation practice is frequently encountering alternative billing arrangements such as flat fees. The intent of this task code is to permit the recording of time included in the Discover/ Document Production Phase of activities for which there is not hourly rate of time entry. For example, if a matter such as taking a deposition involves a single fee, regardless of the time spent, instead of entering a variety of time charges under WC 330 broken down by various activity codes, the cumulative time can be recorded under WC380 insomuch as the separate activities do not impact the total amount of the bill.

Phase 400

Hearings/Trial Practice

WC 410 Fact Witnesses

UÊ *Ài«>À}ÊvÀÊiÝ>>ÌÊvÊÜÌiÃÃ UÊ ÌiÀÛiÜÉiiÌ}ÊÜÌÊÜÌiÃÃ UÊ *Ài«>À}ÊvÀÊVÀÃÃiÝ>>ÌÊvÊÜÌiÃÃÊ UÊ ,iÛiÜÊEÊ>ÞÃÃÊvÊ`i«ÃÌÉÌÀ>ÊÌÀ>ÃVÀ«ÌÃ

WC 410 Commentary & Practice Tips

UÊ /iÊ«Ài«>À>ÌÊvÊÜÌiÃÃiÃÊVÕ`iÃÊiiÌ}Ã]ÊVÊiÝ>>ÌÃÊ>`ÊÌiÊ

review of evidence.

UÊ *Ài«>À}Ê`ÀiVÌÊ>`ÊVÀÃÃiÝ>>ÌÃÊÕ`iÀÊÌÃÊÃiVÌÊÜÕ`ÊVÕ`iÊ

document and record review when preparing direct and cross-examinations. This would include time spent with demonstrative evidence and the use of exemplars. However, the actual development of the demonstrative evidence itself would be allocated to (WC 440). UÊ /iÊÌiÊÃ«iÌÊvÀÊÌiÊ>VÌÕ>ÊÌ>}ÊvÊÌiÃÌÞÊÃÕ`ÊLiÊVÕ`i`ÊÕ`iÀÊ7Ê 330 or WC 450.

WC 420 Expert Witnesses

UÊ *Ài«>À}ÊvÀÊiÝ>>ÌÊvÊiÝ«iÀÌÊÜÌiÃÃ UÊ ÌiÀÛiÜÉiiÌ}ÊÜÌÊiÝ«iÀÌÊÜÌiÃÃ UÊ *Ài«>À}ÊvÀÊVÀÃÃiÝ>>ÌÊvÊiÝ«iÀÌÊÜÌiÃÃÊ UÊ ,iÛiÜÊEÊ>ÞÃÃÊvÊ`i«ÃÌÊÉÌÀ>ÊÌÀ>ÃVÀ«ÌÃ

WC 420 Commentary & Practice Tips

UÊ /ÃÊÛÛiÃÊÃÌÀ>Ìi}â}]ÊÀiÛiÜÊvÊV>ÌiÀ>Ê>ÌiÀ>ÃÊÃÕVÊ>ÃÊ«ÀÀÊÌiÃÌÞ]Ê

review of technical literature, document review and outline preparation for direct and cross-examination. Investigating an opposing expert witness’s background and areas of alleged expertise is an activity allocated to this code.

UÊ /ÃÊV`iÊ>ÃÊVÕ`iÃÊiiÌ}ÃÊ>`ÊVÕV>ÌÃÊ>>Þâ}]Ê>`ÕÃÌ}Ê>`Ê

responding to adversarial experts.

UÊ /iÊ>ÃÃV>Ìi`ÊÜÌÊ«Ài«>À>ÌÊvÊì«ÃÌÊÌViÃÊ>`ÊÃÕL«i>Ã]Ê>`Ê «Ài«>À}ÊÜÌiÃÃiÃÊvÀÊì«ÃÌÃÊÌÊLiÊLi`ÊÕìÀÊ7ÊÎÎäÊ",Ê7ÊÎ{ä]Ê>ÃÊ appropriate.

WC 430 Written Motions/Submissions

UÊ iÛi«}É,iÛiÜ}ÊÜÀÌÌiÊÌÃÊvÀÊi>À}ÊÊ UÊ *Ài«>À}Ê>`Ê,iÃ«`}ÊÌÊÜÀÌÌiÊÌÃÊ UÊ À}Õ}ÊÜÀÌÌiÊÌÃÊ UÊ ,iÛiÜÊEÊ>ÞÃÃÊvÊ"À`iÀÊÊÌ UÊ ÕÀÃ`VÌ>ÊÌÃ UÊ ,iÃi>ÀVÊvÀÊÌÃÊ UÊ Ã«ÃÌÛiÊÌÃ UÊ *Ài«>ÀiÊVÕV>ÌÊÜÌÊ>`ÕÃÌiÀÊÀi}>À`}Ê>>ÞÃÃÉÃÕ>ÀÞÊvÊÌ

WC410

WC420

WC430

WC350

WC360

WC380

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WC 460 Post-Hearing Conferences/ Motions/Submissions

UÊ *ÃÌi>À}ÊVviÀiViÊÜÌÊ>`ÕÃÌiÀÉi«ÞiÀÉ««Ã}ÊVÕÃiÉÌiÀÊ«>ÀÌiÃ° UÊ *Ài«>À}Ê*À«Ãi`Ê`}ÃÊvÊ>VÌÉVÕÃÃÊvÊ>ÜÉ*ÃÌÊ*>«iÀÊ>`Ê

Memorandum of Law in Support thereof

UÊ *Ài«>À}Ê"LiVÌÊÌÊ>>Ì½ÃÊv>ÊÃÕLÃÃÊ UÊ *ÀiÃiÀÛ>ÌÊvÊ"LiVÌÃ

UÊ i}>ÊÀiÃi>ÀV

UÊ *Ài«>À>ÌÊvÊ«À«Ãi`Ê"À`iÀÊvÀÊÕÀÌ UÊ ,iÛiÜÊ"À`iÀÊvÀÊÕÀÌÊ

WC 460 Commentary & Practice Tips

UÊ /ÃÊVìÊVÕìÃÊ«ÃÌÊi>À}ÊVviÀiViÊ>`ÊÃÕLÃÃÃ]Êi>À}ÊiÛìVi]ÊLÕÌÊ

does not include time spent on appellate analysis, which should be coded to (WC 510) or (WC 520).

UÊ /ÃÊV`iÊÜÊÛÛiÊÌiÊÃ«iÌÊÃii}Ê>ÊiÜÊi>À}Ê>`ÉÀÊÌÊ>ÛiÊ>Ê`iVÃÊ

set aside, or amended by the tribunal.

WC 470 Assertion of Subrogation Claims on behalf of

employer/carrier

WC 480 Alternative Fee Arrangements

WC 480 Commentary & Practice Tips

Workers’ Compensation practice is frequently encountering alternative billing arrangements such as flat fees. The intent of this task code is to permit the recording of time included with the Hearings/Trial Practice Phase of activities for which there is no hourly rate or time entry. For example, if a matter such as attending a trial involves a single fee, regardless of the time spent, instead of entering a variety of time charges under WC 450 broken down by various activity codes, the cumulative time can be recorded under WC480 insomuch as the separate activities do not impact the total amount of the bill.

WC 430 Commentary & Practice Tips

UÊ /ÃÊV`iÊiV«>ÃÃiÃÊ>ÊvÊÌiÊ«>«iÀÃÊiÝVÕÃÛiÊvÊ`ÃVÛiÀÞÊÌÃ]ÊÜVÊ>ÀiÊ

under WC 350 that are filed with the tribunal from initiation of proceedings to the finish of the trial.

UÊ /ÃÊV`iÊÜÕ`Ê>ÃÊÛÛiÊÌiÊ>i`iÌÊvÊÜÀÌÌiÊÃÕLÃÃÃ

WC 440 Hearing Preparation and Support

UÊ *Ài«>À}ÊvÀÊi>À}Ê UÊ ìÌvÞ}Ê`VÕiÌÃÉiÛìViÊvÀÊÕÃiÊ>ÌÊi>À}Ê UÊ *Ài«>À}ÊìÃÌÀ>ÌÛiÊ>ÌiÀ>Ã]ÊiÛìViÊ>`ÊiÝLÌÃÊ UÊ *Àii>À}ÊVviÀiViÊÜÌÊ>`ÕÃÌiÀÉi«ÞiÀÊÉ««Ã}ÊVÕÃiÉÜÌiÃÃÊ UÊ ,iÃi>ÀVÊvÊV>ÃiÊ>ÜÊ>`ÊÃÌ>ÌÕÌiÃÊvÀÊÕÃiÊ>ÌÊi>À} UÊ ,iÛiÜÊvÊì«ÃÌÊvÀÊÕÃiÊ>ÌÊi>À} UÊ *Ài«>À>ÌÊvÊÌÀ>ÊÃÕ>ÀÞÊiÀ>`ÕÊvÊ>Ü UÊ *Ài«>À>ÌÊvÊ«i}ÉVÃ}ÊÃÌ>ÌiiÌ

WC 440 Commentary & Practice Tips

UÊ /ÃÊV`iÊÃÌÃÊÛiÀÞÊÃ«iVvVÊÌ>ÃÃ]ÊÞiÌÊÛÛiÃÊ>ÊLÀ>`ÊÀ>}iÊvÊ>Ài>ÃÊvÊÌÀ>Ê

preparation.

UÊ /iÊiÌÀiÃÊ>V>Ìi`ÊÕ`iÀÊÌÃÊV`iÊÃÕ`ÊÀi>ÌiÊ`ÀiVÌÞÊÌÊÜ>ÌÊÃÊiViÃÃ>ÀÞÊÌÊ

prepare and perfect certain events during the trial.

UÊ /ÃÊÃiVÌÊVÕ`iÃÊ>VÌÕ>ÊÜÌiÃÃÊ«Ài«>À>ÌÊi`>ÌiÞÊLivÀiÊÌiÊÌÀ>°Ê

Witness preparation other than immediately before trial should be coded by either WC 410 or WC 420.

UÊ /ÃÊV`iÊÜÊ>ÜÊvÀÊ>ÊVÀÌV>Ê>>ÞÃÃÊvÊÌiÊÌÀ>Ê«Ài«>Ài`iÃÃÊvÊ>Ê>ÜÊvÀ°ÊÊ

worthy analysis is to review the ratio of trial preparation billing to actual in-trial billing.

WC 450 Hearing

UÊ ««i>À>ViÊ>ÌÊi>À} UÊ À}Õ}ÊÜÀÌÌiÊÌÃ UÊ /À>ÛiÊÌÊÉvÀÊi>À}Ê UÊ *ÃÌi>À}ÊVÕV>ÌÉÀi«ÀÌÊÀi}>À`}Êi>À}Ê

WC 450 Commentary & Practice Tips

UÊ /ÃÊV`iÊiV«>ÃÃiÃÊÌiÊÀi>Ì}ÊÌÊÌiÊi>À}°ÊÊ

WC440

WC460

WC470

WC480

WC450

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WC 580 Alternative Fee Arrangements

This code includes all non-hourly or other alternative fee arrangements for tasks and activities in this task.

WC 580 Commentary & Practice Tips

Workers’ Compensation practice is frequently encountering alternative billing arrangements such as flat fees. The intent of this task code is to permit the recording of time included with the Appellant/Practice Phase of activities for which there is no hourly time rate entry. For example, if a matter such as an appeal involves a single fee, regardless of the time spent, instead of entering a variety of time charges under WC 510, WC 520 or WC 530 broken down by various activity codes, the cumulative time can be recorded under WC 580 insomuch as the separate activities do not impact on the total amount of the bill.

Phase 500

Appellate Practice

WC 510 Appellate Proceedings/Motion Practice

UÊ ,iÃi>ÀVÊ««i>ÌiÊÃÃÕiÃ

UÊ À>vÌÊ,iÃ«ÃiÊÌÊÌÃÉÌiÀÊv}ÃÊ UÊ À}Õ}ÊÌÃÉÌiÀÊ`}Ã

UÊ ÌÌi`ÊÌÊi>À}Ê

UÊ /À>ÛiÊÌÊEÊvÀÊÌÊi>À} UÊ *Ài«>ÀiÊ ÌViÊvÊ««i>Ê

UÊ iÃ}}Ê««i>ÌiÊ,iVÀ`Ê

UÊ ÝÌÀ>À`>ÀÞÊ7ÀÌÃÉ««i>ÌiÊ*ÀVii`}Ã UÊ ,iÛiÜÊÀiÃ«ÃiÃÊÌÊ««i>ÌiÊ*iÌÌÊ UÊ *Ài«>ÀiÊÀiÃ«ÃiÊÌÊ««i>ÌiÊ*iÌÌ UÊ *Ài«>ÀiÊ«iÌÌÊ««i`Ý

WC 510 Commentary & Practice Tips

UÊ ÊÌiÊ>ÃÃV>Ìi`ÊÜÌÊÌÊ«À>VÌViÊÀi}>À`}ÊÌiÊ>««i>ÌiÊ«ÀViÃÃÊÃÕ`Ê

use this code, including time spent on appellate motions, including notices, scheduling and logistics, planning for and preparing to draft all appellate motion papers and memorandum of law.

UÊ /iÊÃ«iÌÊV«}ÊiÝLÌÃÊÀÊ«ÕÌÌ}ÊÌ}iÌiÀÊÌiÊ>««i>ÌiÊÌÊ«>«iÀÃÊ

should not be billed as it is considered overhead.

WC 520 Appellate Briefs

UÊ i}>Ê,iÃi>ÀVÊvÀÊ««i>ÌiÊ ÀivÉ,iLÕÌÌ>Ê UÊ *Ài«>À}Ê««i>ÌiÊ ÀivÊ

UÊ ,iÛiÜ}Ê««Ã}Ê«>ÀÌÞÊ««i>ÌiÊ ÀivÊ UÊ ,iÛiÜÊ,iVÀ`

UÊ *Ài«>ÀiÊ««i>ÌiÊ,iVÀ`Ê

UÊ ÕV>ÌÊÜÌÊViÌÉi«ÞiÀÉ>`ÕÃÌiÀÉ>ÌÌÀiÞÉÌiÀÃÊÀi\Ê>««i>ÉÀiLÕÌÌ>°

WC 530 Oral Argument/Post Submission Practice

UÊ *Ài«>À}ÊvÀÊ"À>ÊÀ}ÕiÌÊ UÊ À}ÕiÊ>Ê««i>Ê

UÊ /À>ÛiÊÌÊEÊvÀÊ

UÊ ÊÊ*ÀiÊ>`Ê«ÃÌÊ>À}ÕiÌÊÕV>ÌÊÀiÊ>««i>°ÊÊ UÊ ,iÛiÜÊ >À`ÉÕÀÌÊiVÃÊÊ««i>

WC580

Appendix

WC520

WC510

WC530

Appendix

Activity and Expense Codes:

These code sets are an addendum to the task codes.

The activity codes are intended to describe how work is accomplished. They are entered as a second field after the listing of the specific task code.

The Expense codes indicate the nature of a disbursement or expense incurred in performance of a specific task.

A100 Activities

A101 Plan and prepare for A102 Research

A103 Draft/revise A104 Review/analyze

A105 Communicate (in firm) A106 Communicate (with client) A107 Communicate (other outside counsel)

A108 Communicate (other external) A109 Appear for/attend A110 Manage data/files

£££Ê"ÌiÀ

E100 Expenses E101 Copying

£äÓÊ"ÕÌÃ`iÊ«ÀÌ}

E103 Word processing E104 Facsimile E105 Telephone

£äÈÊ"iÊÀiÃi>ÀVÊ

E107 Delivery services/messengers E108 Postage

E109 Local travel

££äÊ"ÕÌvÌÜÊÌÀ>Ûi

E111 Meals E112 Court fees E113 Subpoena fees E114 Witness fees

E115 Deposition transcripts E116 Trial transcripts E117 Trial exhibits

E118 Litigation support vendors E119 Experts

E120 Private investigators E121 Arbitrators/mediators E122 Local counsel

£ÓÎÊ"ÌiÀÊ«ÀviÃÃ>ÃÊ £Ó{Ê"ÌiÀ

(9)

UTBMS. Workers Compensation Code Set 2010 Uniform Task Based Management System

Uniform Task Based Management System

Workers’

Compensation

Code Set 2010

Uniform Task Based Management System

UTBMS

Workers’ Compensation Code Set 2010

UTBMS Workers’ Compensation Code Set 2010Project

Team Members

Facilitator:

Team Members:

CONTENTS

UTBMS Workers’ Compensation Code Set 2010

UTBMS – WC Code Set

Phase 100

Initial Assessment of Case and/or Issue and Outcomes

WC110 – Fact Investigation/Development - All actions to

investigate, understand the facts of matter

WC110 Commentary & Practice Tips

WC 120 Analysis/Strategy – Thinking, Strategizing, and Planning

for a case

WC 120 Commentary & Practice Tips

WC 130 Experts/Consultants

WC 130 Commentary & Practice Tips

WC 150 Budgeting

WC 150 Commentary & Practice Tips

WC 160 Settlement/Resolution

WC110

WC130

WC150

WC160

WC120

WC 160 Commentary & Practice Tips

WC 180 Alternative Fee Arrangements

Phase 200

Pleadings/Preliminary Proceedings

WC 210 Pleadings

WC 210 Commentary & Practice Tips

WC 230 Conferences with Judge

WC 230 Commentary & Practice Tips

WC 280 Alternative Fee Arrangements

WC 280 Commentary & Practice Tips

WC160

WC180

WC210

WC230

WC280

Phase 300

Discovery/Document Production

WC 310 Written Discovery

WC 301 Commentary & Practice Tips

WC 320 Document Production/Acquisition

WC 320 Commentary & Practice Tips

WC 330 Depositions

WC 330 Commentary & Practice Tips

WC 340 Expert Discovery

WC 340 Commentary & Practice Tips

WC310

WC320

WC330

WC340

WC 350 Discovery Motions

WC 350 Commentary & Practice Tips

WC 360 Discovery On-Site Inspections/Visits

WC 360 Commentary & Practice Tips

WC 380 Alternative Fee Arrangements

WC 380 Commentary & Practice Tips

Phase 400

Hearings/Trial Practice

WC 410 Fact Witnesses

WC 410 Commentary & Practice Tips

WC 420 Expert Witnesses

WC 420 Commentary & Practice Tips

WC 430 Written Motions/Submissions

WC410

WC420

WC430

WC350

WC360