Attribution & Acknowledgements

A fundamental goal of the ALA UPBMS is to leverage the outstanding work being done by others across the legal industry who are engaged in parallel standards development efforts.  While the scope and purpose of these efforts differ, identifying opportunities to link or interface with them will improve the adoption of both standards and increase their respective abilities to foster innovation.

Accordingly, many of the codes included in the ALA UPBMS were adapted from the work of others, including, the Uniform Task Based Management System (UTBMS) (which was initially created by a joint group from the American Bar Association (ABA), the Association of Corporate Counsel (ACC) and PricewaterhouseCoopers (PWC)); a working group formed by Iron Mountain; a global expert group formed by Yerra Solutions; LOC eDiscovery Codes developed with support from EDRM (edrm.net); LOC Patent and Trademark Codes; ABA Bankruptcy Code Set which was derived from the code set published by the U.S. Department of Justice, Executive Office for the United States Trustee; and UTBMS Counseling Code Set which was initially created by a joint group from the ABA, the ACC and PWC.

The ALA extends its gratitude for the excellent work performed by all those involved in the development and maintenance of the codes included in the ALA UPBMS.

Information on the source material for specific code sets is as follows:

Information Governance (IG) Code Set

The codes within this set were adapted from the Work Group 1 Report: Defining an Information Governance Framework developed by a work group formed by Iron Mountain.  The report proposes an initial definition of IG in a law firm and sets forth specific IG principles.

Additional information on the report, the work group and Iron Mountain is available here.

Knowledge Management (KM) Code Set

The codes within this set were adapted from the Yerra Global KM Group KM Code Set developed by a global expert group formed by Yerra Solutions and provided to the LEDES™ Oversight Committee for review and endorsement.  The LEDES™ Oversight Committee formally endorsed these codes in August of 2014. The code set was utilized with permission from the Yerra Solutions Global KM Expert Group.

Additional information on the Yerra Global KM Group KM Code Set is available here.

Litigation Support (LS) Code Set

Many of the codes within this set were adapted from the Uniform Task Based Management System (UTBMS) Litigation Code Set which was initially created by a joint group from the American Bar Association, the Association of Corporate Counsel and PricewaterhouseCoopers.  While this code set was developed to create a unified electronic billing standard, the framework they built was applicable to the UPBMS goal of defining the processes performed by those who support the practice.

Additional information on the American Bar Association Litigation Code Set is available here.

eDiscovery Support (ED) Code Set

Many of the codes within this set were adapted from the LEDES™ Oversight Committee eDiscovery Codes developed with support from EDRM (Electronic Discovery Reference Model) (edrm.net).  While this code set was developed to create a unified electronic billing standard, the framework they built was applicable to the UPBMS goal of defining the processes performed by those who support the practice.

Additional information on the LEDES™ Oversight Committee eDiscovery Code Set is available here.
Additional information on EDRM (edrm.net) is available here.

Project (Transaction) Support (PR) Code Set

Many of the codes within this set were adapted from the UTBMS Project Code Set which was initially created by a joint group from the American Bar Association, the Association of Corporate Counsel and PricewaterhouseCoopers, that has subsequently been endorsed and maintained by LEDES™ Oversight Committee.  While the UTBMS Project Code Set was developed to create a unified electronic billing standard, the framework they built was applicable to the UPBMS goal of defining the processes performed by those who support the practice.

Additional information on the original American Bar Association UTBMS Project Code Set is available here.
Additional information on the LEDES™ Oversight Committee Revised Project Codes is available here.

Merger and Acquisition Support (MA) Code Set

Many of the codes within this set were adapted from the American Bar Association/LEDES™ Oversight Committee Mergers & Acquisitions UTBMS Codes developed through a joint effort between the American Bar Association M&A task force and the LEDES™ Oversight Committee M&A Standards Development Subcommittee.  While this code set was developed to create a unified electronic billing standard, the framework they built was applicable to the UPBMS goal of defining the processes performed by those who support the practice.

Additional information on the American Bar Association/LEDES™ Oversight Committee Mergers & Acquisitions UTBMS Codes is available here.

Patent Support (PT) Code Set

Many of the codes within this set were adapted from the LEDES™ Oversight Committee Patent Codes.  While this code set was developed to create a unified electronic billing standard, the framework they built was applicable to the UPBMS goal of defining the processes performed by those who support the practice.

Additional information on the LEDES™ Oversight Committee Patent Codes is available here.

Trademark Support (TM) Code Set

Many of the codes within this set were adapted from the LEDES™ Oversight Committee Trademark Codes.  While this code set was developed to create a unified electronic billing standard, the framework they built was applicable to the UPBMS goal of defining the processes performed by those who support the practice.

Additional information on the LEDES™ Oversight Committee Trademark Codes is available here.

Workers’ Compensation Support (WC) Code Set

Many of the codes within this set were adapted from the American Bar Association Workers’ Compensation Code Set, the development of which was facilitated by the American Bar Association and the Association of Corporate Counsel.  While this code set was developed to create a unified electronic billing standard, the framework they built was applicable to the UPBMS goal of defining the processes performed by those who support the practice.

Additional information on the American Bar Association Workers’ Compensation Code Set is available here.

Bankruptcy Support (BK) Code Set

Many of the codes within this set were adapted from the American Bar Association Bankruptcy Code Set which was derived from the code set published by the U.S. Department of Justice, Executive Office for the United States Trustee.  While this code set was developed to create a unified electronic billing standard, the framework they built was applicable to the UPBMS goal of defining the processes performed by those who support the practice.

Additional information on the American Bar Association Bankruptcy Code Set is available here.

Counseling Support (CN) Code Set

Many of the codes within this set were adapted from the UTBMS Counseling Code Set which was initially created by a joint group from the American Bar Association, the Association of Corporate Counsel and PricewaterhouseCoopers.  While this code set was developed to create a unified electronic billing standard, the framework they built was applicable to the UPBMS goal of defining the processes performed by those who support the practice.

Additional information on the American Bar Association Counseling Code Set is available here.

Questions?

For further information about the ALA UPBMS or the public comment process, please contact: alaupbms@alanet.org