| Appear / Attend – General |
Attendance at non-specific events, conferences, meetings, strategy sessions, interviews, or site inspections. |
Attendance |
| Appear / Attend – Depositions |
Actual time taking or defending a deposition / examination before trial, including telephonic depositions. |
Attendance |
| Appear / Attend – Court |
Actual time in court (including hearings, pretrial, status conferences, and docket calls), or formal appearances before other governmental authorities. |
Attendance |
| Court Business (Not Appearance) |
Time spent in court researching and/or reviewing files, obtaining copies, speaking to court personnel, and other activities other than attending hearings or filing documents. |
Attendance |
| Appear / Attend – Mediation |
Actual time spent attending mediations, arbitration, settlement hearings, and settlement conferences in court. |
Attendance |
| Deposition/Trial Transcripts |
All costs associated with deposition, trial or hearing transcripts including, but not limited to, court reporter fees, copies of transcripts, audio transcripts, videographer fees, videotaped transcripts, and certification charges |
Third Party Costs |
| Bundled Without Time or With Incorrect Time Increments |
All bundled activities that are submitted without time or with incorrect time increments. |
Block Billing |
| Communicate |
All methods of verbal or electronic voice communications including phone calls, telephone conferencing, voice mail, and discussions |
Communication |
| Correspondence |
All activities relative to the drafting, revising, review and analysis of paper or electronic correspondence including letters, transmittal or instructional memos, e-mail, and facsimiles (e.g., draft, revise, review, prepare, send, respond ) |
Communication |
| Translate |
All activities related to translation from one language to another, including, but not limited to, documents, interviews, statements, and testimonies. |
Communication |
| Draft / Revise |
All activities to prepare a written product (other than paper or electronic correspondence) |
Draft/Revise |
| Corporate – Flat Fee |
All Flat Fees billed for corporate matters, including regulatory and antitrust matters. |
Flat Fee |
| Intellectual Property – Flat Fee |
All Flat Fees billed for intellectual property/copyright/patent/trademark matters. |
Flat Fee |
| Employment – Flat Fee |
All Flat Fees billed for employment law matters. |
Flat Fee |
| Workers’ Compensation – Flat Fee |
All Flat Fees billed for workers’ compensation matters. |
Flat Fee |
| Other Litigation – Flat Fee |
All Flat Fees billed for litigation matters other than employment law or workers’ compensation matters, including but not limited to auto, general, medical malpractice, and professional liability. |
Flat Fee |
| Miscellaneous – Flat Fee |
All Flat Fees billed for matters not covered by another code. |
Flat Fee |
| AFA – Flat Fee |
All Flat Fees billed with an Alternate Fee Arrangement |
Flat Fee |
| Retainer |
Flat Fees – Any non-itemized flat fee charged on a matter. This may be an actual retainer towards services that will be itemized on future invoices. |
Flat Fee |
| Corporate Review |
Flat Fees -- All fact investigation/due diligence from a corporate perspective, such as structural reviews, material contract reviews, SEC filing reviews, financing document reviews, and industry information reviews (includes, but is not limited to corporate records management and responding to information requests from auditors) billed on a flat fee basis. |
Flat Fee |
| Intellectual Property |
Flat Fees -- All fact investigation/due diligence from an intellectual property perspective (patents, trademarks, service marks, copyrights or other intellectual property) billed on a flat fee basis. |
Flat Fee |
| Project Maintenance and Renewal |
Flat Fees --All work done relative to subsequent maintenance and renewal requirements under the terms of a project for which the primary transaction has closed (includes, but is not limited to, annual due diligence to meet terms of a transaction, monitoring of lease agreements, routine waivers and coordination of UCC requirements) billed on a flat fee basis. |
Flat Fee |
| RVG |
Lawyer’s Compensation Act – Reporting Invoices Only |
Invoice Reporting |
| One-Off |
Contracted Special/Small Projects – Reporting Invoices Only |
Invoice Reporting |
| RVG (Discounts) |
Lawyer’s Compensation Act (Discounts) – Reporting Invoices Only |
Invoice Reporting |
| One-Off (Discounts) |
Contracted Special/Small Projects (Discounts) – Reporting Invoices Only |
Invoice Reporting |
| Reporting only |
Flat Fee |
Invoice Reporting |
| Reporting only |
Final Bill |
Invoice Reporting |
| Manage Data/ Files |
All activities that are more of a file maintenance nature (includes docket management, updating charts, indexes, logs, collecting and assembling documents, Bates stamping, redacting, compiling notebooks) |
Manage Data/Files |
| Plan & Prepare |
General All activities performed in preparation for non-specific events, conferences, meetings, strategy sessions, interviews, or site inspections. |
Plan-Prepare |
| Plan & Prepare – Depositions |
All activities performed in preparation for taking or defending depositions or examinations before trial (including file review, drafting examination outlines, witness preparation, pre-deposition conferencing) |
Plan-Prepare |
| Plan & Prepare – Court |
All activities performed in preparation for court, trial, hearings, or formal appearances before other governmental authorities (including, but not limited to, file review; creating or revising visual aids, drafting examination outlines and opening and closing statements).) |
Plan-Prepare |
| Plan and Prepare - Mediation |
All activities performed in preparation for mediation, arbitration, formal settlement conferences or hearings in court, and/or before other governmental authorities (including, but not limited to, file review; creating or revising visual aids, drafting examination outlines and opening and closing statements). |
Plan-Prepare |
| Process |
All activities associated with service of process, filing documents with a court or other governmental office (Secretary of State, Patent and Trademark Office) |
Process |
| Research – Legal |
Expenses associated with the cost of legal research (including LexisNexis & Westlaw charges) |
Research |
| Research – General |
Expenses associated with the cost of all non-legal research including, but not limited to, on-line research, records research, and purchase of books or things for research purposes |
Research |
| Research – General |
All research that is not legal (e.g., general records searches, UCC searches, real property searches, civil / criminal records searches, business / credit / employment histories, searches relative to expert witnesses) |
Research |
| Research – Legal |
All research re: case law, statutory law, legal opinion, or legal topic (includes LexisNexis, Westlaw, Shepardizing) |
Research |
| Review / Analyze |
All activities involving review and/or analysis (other than in preparation for court, trial, mediation, arbitration, or depositions; or review and/or analysis of paper or electronic correspondence) |
Review/Analyze |
| Fee Premium |
Premium on net fees. |
Special Billing |
| Reduction/Discount |
Any volume reduction or percentage fee discount |
Special Billing |
| Supervise |
Performing supervisory or managerial tasks, including, but not limited to, supervising, managing, administering, overseeing, training, instructing, organizing, handling, observing, directing, delegating, coordinating, and arranging (other than where specified in preparation for court, trial, mediation, arbitration or depositions; or review and/or analysis of paper or electronic correspondence). |
Supervise |
| Taxes |
Expenses related to any sales or service tax including, but not limited to, goods and services, provincial sales, and value added taxes. (e.g., GST, PST) |
Taxes |
| RVG (Taxes) |
Lawyers compensation act - Reporting invoices only (Taxes) |
Taxes |
| One-Off (Taxes) |
Contracted Special/Small Projects (taxes) - Reporting invoices only |
Taxes |
| Travel |
All travel expenses, local and out-of-town (does not include meals) (e.g., mileage, parking, tolls, car rental, hotel, airfare, taxi, gratuities) |
Travel |
| Travel |
Travel to or from (including travel relative to court, trial, mediation, arbitration or depositions) |
Travel |
| Uncategorized Costs |
All expenses that do not fall within one of the other expense groups or which cannot be determined because of vague or missing itemizations |
Vague Entries |
| Uncategorized Fees |
Fees billed for any activity that does not fall within the previous categories or which cannot be determined because of vague or missing itemizations. |
Vague Entries |
| Copying |
Any and all types of in-house copying including, but not limited to, photocopying, word processing laser prints, in-house printing, binding, or electronic imaging services |
Manage Data/Files |
| Outside Duplicating |
All expenses associated with a product prepared outside the law firm by a third party at the law firm's request including, but not limited to, large copy jobs, color copies, enlargements/reductions, printing, binding, redacting, Bate stamping, graphics, visual aids, duplication of video or audio tapes (other than video depo or trial transcripts), imaging, scanning, production/duplication of digital media |
Third Party Costs |
| Facsimile |
All costs associated with facsimile communication (i.e., fax, tele-copy, telefax) |
Communication |
| Telephone |
All costs associated with telephone communications (including video-conferencing costs) (e.g., long distance, video conference, conference call, telecommunications) |
Communication |
| Delivery Services / Messengers |
All costs associated with overnight or specialty courier and/or messenger services including, but not limited to, Federal Express, UPS, Airborne Express, DHL, Express Mail |
Communication |
| Postage |
Postage costs (except Express Mail which is covered under Delivery Services / Messengers, above.) |
Communication |
| Meals |
All itemized expenses associated with meals |
Travel |
| Filing Fees |
All court costs and fees including, but not limited to, filing fees, court costs, subpoena issuance fees, docket fees, and copies or certification of court documents |
Third Party Costs |
| Subpoena Fees |
Out-of-pocket disbursements for the preparation of and follow-up on non-records related subpoenas; also for subpoena services that are bundled or non-specific in nature. |
Third Party Costs |
| Witness Fees |
Fees and costs associated with any non-expert deposition or trial witness, including statutory appearance fees and mileage or travel expenses paid to the witness |
Third Party Costs |
| Legal Support Vendors |
Specialty litigation support services (rather than product) including, but not limited to, limited web hosting, IT or other technical services; Law Bulletin, Court Alert or other case monitoring services; tax and accounting services; and translation services |
Third Party Costs |
| Experts |
All expenses associated with expert witnesses including, but not limited to, expert fees, travel, meals, research, expert investigation, on-site inspections, and consulting fees |
Third Party Costs |
| Arbitrators/ Mediators |
All expenses associated with arbitration and/or mediation, including, but not limited to fees paid to arbitrators or mediators and arbitration filing fees |
Third Party Costs |
| Local Counsel |
Fees and costs paid as an out-of-pocket disbursement by outside counsel for work performed by a third-party law firm most often retained for specialized or limited services. Please Note: This category was formerly called 'Flat Fee' but has been renamed to avoid confusion with non-itemized fees invoiced by outside counsel. |
Third Party Costs |
| Reduction / Credit |
Any credit applied to expenses (voided checks, overpayments, ticket cancellations, etc.) |
Third Party Costs |
| Service Charge |
Service charge or interest charged on past due balances, or special bank accounts, and wire transfer fees. |
Third Party Costs |
| Non-itemized Office Expense |
All non-itemized overhead costs or bundled expenses (e.g., surcharge, direct project friction expense, office services, overhead expense, bundled/aggregated postage, telephone and/or fax charges). |
Block Billing |
| Agents |
All fees and expenses paid to third party patent attorneys, patent or escrow agents, or notary publics. See also, Patent / Trademark Filings, below. |
Third Party Costs |
| Patent/Trademark Filings |
All expenses associated with reservation, search, and application/filing fees paid in connection with patents, trademarks and copyrights. See also, Agents, above. |
Third Party Costs |
| Overtime/Temporary Clerical Services |
Expenses associated with overtime or temporary clerical services including, but not limited to, overtime pay, transportation, meals, and the costs of contracting for outside clerical services or word processing. |
Third Party Costs |
| Non-Court Costs and Filing Fees |
Expenses associated with application, filing, search, copy or certification fees paid to non-court governmental and quasi-governmental entities, excluding expenses paid in connection with mediations, arbitration, patents, trademarks, or copyrights (e.g.. secretaries of state, IRS, county clerks or tax assessors, US Immigration Service, motor vehicle departments) |
Third Party Costs |
| Records Retrieval/Storage |
All expenses associated with data, file or records archiving, storage and retrieval, including, but not limited to, Record-trak charges; costs of obtaining medical, police, SSA, and DMV/MVA records; and the costs of implementing and maintaining e-discovery. |
Manage Data/Files |
| Investigative Services |
Expenses associated with the services (other than service of process) provided by an investigative company or private investigator |
Third Party Costs |
| Service of Process |
Expenses associated with service of process, including fees and mileage costs |
Process |
| Native File / Image Hosting |
Expenses associated with the native file or image hosting |
Manage Data/Files |
| E-Data Storage/Archiving |
Expenses associated with E-data storage and archiving |
Manage Data/Files |
| E-Data Processing / Coding |
Expenses associated with E-data processing |
Manage Data/Files |
| Document OCR / Imaging / Coding |
Expenses incurred for Document OCR, Imaging and coding |
Manage Data/Files |
| Forensic Media Services |
All expenses made in connection with forensic media services |
Manage Data/Files |
| E-Discovery Miscellaneous Expenses |
All expenses incurred with E-discovery miscellaneous |
Manage Data/Files |
| Expert Fee Credit |
A credit of an expert fee item |
Third Party Costs |
| Expert Cost Credit |
A credit of an expert fee item |
Third Party Costs |
| Expert Cost Discount |
A discount of an expert cost item |
Third Party Costs |
| Asbestos Trust Fund Deposits |
All expenses made in connection with a deposit to an Asbestos Trust Fund. |
Third Party Costs |
| RVG – Costs |
Lawyers compensation act - Reporting invoices only (Costs) |
Third Party Costs |
| One-Off (Costs) |
Contracted Special/Small Projects (costs) - Reporting invoices only |
Third Party Costs |
| RVG (Credits) |
Lawyers compensation act - Reporting invoices only (Credits) |
Third Party Costs |
| One-Off (Credits) |
Contracted Special/Small Projects (credits) - Reporting invoices only |
Third Party Costs |
| E-Discovery Custodian Fee |
Expenses made in connection with E-discovery custodian Fee |
Manage Data/Files |
| On-site Data Collection |
All expenses incurred for on-site data collection |
Manage Data/Files |
| Administrative Support |
Expenses associated with Administrative support |
Third Party Costs |
| Analysis |
Expenses associated with Analysis |
Third Party Costs |
| Consulting |
Expenses associated with consulting |
Third Party Costs |
| On-site Rapid Response / Emergency Fee |
Expenses associated with on-site Rapid Response / Emergency Fee |
Third Party Costs |
