How do I use LEDES Task Code Budgeting in CARET Legal?

  • Updated
When working with LEDES files in CARET Legal, there is a simple way to keep tabs on Task Budgets so you can calculate the sum of total activity by Activity Codes
  1. Within the Matter where you wish to use Task Code Budgeting, click the Options tab and check the box labeled Enable UTBMS Codes.
  2. Next, locate and select the checkbox labeled Enable Task Code Budgeting.

  3. Save your changes and you will see an additional Matter tab labeled Task Code Budgeting.

Please note, UTBMS Codes and Task Code Budgeting must be enabled on each Matter that you intend to use them.

Was this article helpful?

0 out of 0 found this helpful