Question:
I am confused about which task code to use because there is substantial overlap
between INVE04 10.4.1, Review and Analyze Legal
Documents, Case Related Documents, and Evidence (Work Center Descriptions 10.4.1-10.4.3)
and ATTY06, Review Discovery, Research Charges, Penalties (Work Center
Descriptions 12.6.1-12.6.4).
When should we use one as opposed to the other?
Answer:
The rule of thumb is to use the task code that most closely and accurately describes the work you are actually doing.
The rule of thumb is to use the task code that most closely and accurately describes the work you are actually doing.
In this example, use INVE04 if you are reviewing the documents to investigate the facts of the case (such as to identify witnesses), and use ATTY06 if you are reviewing the documents to identify legal issues (such as which motions to file pre-trial, which trial issues to pursue, or the potential sentencing ranges).
In addition, while your role does not limit your billing to various tasks, the short-code prefix does provide some guidance to help select the appropriate code. The document review described in INVE04 will primarily be done by investigators. The document review described in ATTY06 will primarily be done by attorneys. While investigators and paralegals can bill to either code, the role-context of the task code also helps to explain the work targeted by that task code.
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