Smart Work Coding
Suggest appropriate billing codes (UTBMS or custom) based on work descriptions, reducing manual coding effort when taxonomy rules are clear.
ClaudeOpenAIVaries by coding taxonomy complexity and source quality; validate with pilot metrics.
Consistent, accurate code assignment
Practice Management & Billing
The Problem
- ✗Complex code hierarchies
- ✗Time spent selecting codes
- ✗Invoice rejections for incorrect codes
- ✗Inconsistent coding across timekeepers
- ✗Code changes over time
How AI Supports This Workflow
Analyzes time entry narratives, matches to billing code definitions, suggests appropriate codes, handles multiple code systems, and flags uncertain assignments.
Step-by-Step Workflow
Enter time narrative
Enter time narrative describing work performed
Run code suggestion
Run code suggestion against applicable code set
Review suggested codes
Review suggested codes for accuracy
Adjust if needed
Adjust codes if needed for specific requirements
Submit coded entry
Submit coded entry to billing system
Tool-specific Steps
Assign the best-fit billing codes to these legal time entries using the provided code taxonomy. Output: coded entries with rationale and uncertainty flags.
When to escalate
- Escalate if multiple codes appear equally applicable under client-specific rules.
- Escalate if coding choices could trigger likely invoice rejection.
Do This Now
- Choose your tool tab and copy the prompt.
- Run the workflow and review the top legal risks first.
- Compare output against your matter facts before sharing.
- Escalate to attorney review when any escalation check is triggered.
- Save your final notes and move to the related tutorial for deeper practice.
Frequently Asked Questions
Can Claude handle custom client codes?
Yes. Provide the client's code list and definitions. Claude will match to custom codes.
What about multi-phase entries?
Claude identifies primary code. For entries spanning multiple phases, consider splitting the entry.
How do I handle code changes?
Update the code list provided to Claude. Maintain version control for client-specific codes.