Smart Work Coding
Automatically suggest appropriate billing codes (UTBMS, custom) based on work descriptions, achieving 80-90% reduction in coding time.
80-90% reduction in coding time
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 Claude Helps
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
Example Prompt
Assign UTBMS billing codes to these time entries: ENTRIES: 1. "Drafted motion for summary judgment including statement of undisputed facts and legal argument" 2. "Reviewed and summarized 50 documents from production for relevance to damages issues" 3. "Telephone conference with expert witness regarding opinions on industry standards" 4. "Legal research regarding statute of limitations under California law" 5. "Prepared witness for deposition including review of key documents and mock examination" UTBMS CODES: Use standard UTBMS Litigation Code Set including: - L110 Fact Investigation/Development - L120 Analysis/Strategy - L130 Pre-Trial Pleadings and Motions - L140 Discovery - L150 Written Discovery - L160 Document Review - L170 Depositions - L180 Trial Preparation - L190 Trial - L200 Appeal FOR EACH ENTRY: | Narrative | Phase Code | Task Code | Activity Code | Explain reasoning for each assignment.
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.