GENI LAW-GET PAID FASTER

Get paid faster with the use of Geni Law’s unique Case Status Codes, especially for flat-fee cases (called “MINFEE”) in the program. The use of these Status Codes are two-fold: instant notification of case status and earned fees status for flat fee billing. Both equally important and explained below:

INSTANT NOTIFICATION OF CASE STATUS

Status codes are a series of one- and two-letter abbreviations and symbols featured on-screen in the client’s case file or in the on-screen Case Summaries feature (“Alerts for Case Summaries”)*, and also in various reports, to provide users with instant notification of the most current status of a case.

Status codes are entered once and remain constant throughout the life of a case until changed manually as the case progresses, even as the case is transitioned to the inactive database.

Totally customizable – existing status codes can be modified, and new status codes can be added as needed. Look here in this client file view:

cwm with Status Codes cropped

The Status Code field (circled in red) contains three boxes comprised of the following codes: the Primary Status Code, the Secondary (“Sub”) Status Code, and the Collection Status Code.

Primary Status Code (first box; “PRI COD”; one to two characters) represents the major milestones of the case. Primary status codes can be one or two letters or symbols. An example of this would be “PC” to indicate that a pre-trial conference has been scheduled. (The program automatically generates a status code “F” when the amount billed to the Retainer matches the amount the client has fully paid towards that retainer amount. An “F” signals users that the retainer is “fully paid and work on the case can begin.)

Secondary (“Sub”) Status Code (second box; “SUB COD”; one to two characters) signals additional information in support of the Primary Status Code. An example of this is where the Primary Status Code “P” is used to indicate that the next step in the client’s case is to prepare the petition. However, the petition cannot be completed without further information from the client. To show this, “IC” is used as the secondary status code (“P IC”).

Third Status Code (third box; “COL COD”; one to two characters) shows the collection status of the case and, generally, will be automatically entered by the program to reflect the steps initiated in the program’s automatic collection process. These codes can be entered manually also as needed. For example, if a client payment is more than 30 days past due, the program generates the first collection letter and a “$1” is entered in the third status code field.

EARNED FEES STATUS FOR FLAT FEE (“MINFEE”) BILLING

The program uses the Primary and Secondary codes to calculate the percentage amount of fees that have been earned on the case.

This amount is included in the line of financial information presented about each case file in CaseWork Manager and Alerts for Case Summaries and changes only when the status codes are changed manually.

If a percentage of completion is entered manually that represents an earned fees amount that is higher than the amount equal to the present status codes, the program lists the higher amount.

In addition, as the Primary and Secondary codes change, the program updates the related Trust Account Balance automatically thus satisfying state laws concerning proper trust account management. They are then transferred to the operating account with a click!

STATUS CODE TABLES

The following tables show the status codes that are downloaded with the program:

  • ALL” for primary and sub codes that can be used for almost all types of cases and practice areas. Geni Law supports 16 different case types, even complex litigation.
  • BKR” for primary and sub codes, in addition to ALL codes, that are peculiar to bankruptcy law practice area.
  • DOM” for primary and sub codes, in addition to ALL codes, that are peculiar to family law practice area.
  • CMN” for primary and sub codes, in addition to ALL codes, that are peculiar to criminal law practice area.
  • PIJ” for primary and sub codes, in addition to ALL codes, that are peculiar to personal injury law practice area.
  • COLLECTION/FINANCE” the third status code indicates payment collection activity for use with all case types.

CASE TYPE – ALL

PRIMARY CODE

SUB CODE

DESCRIPTION

F

Retainer Full Paid

K

Non WIP – Keep for follow-up

Q

Client Quit

R

We Refused to Take Case

SA

Signing Appointment Scheduled

T

Trial

W

WIP (1st payment received from client)

WD

Withdraw from representation

X

Non-WIP

Z

Case Completed – Normal Work Done

FH

Full Paid, Holding to File

H

Hearing Scheduled in Court

IC

Information Needed from Client

IF

Intake Forms Needed

IZ

Intake Forms Received

K

Non WIP – Keep for follow-up

M

Meeting Scheduled

MF

Motion Filed

MN

Motion Needed

SD

Service Done

SW

Waiting on Service (case submitted to court)

CASE TYPE – BANKRUPTCY

PRIMARY CODE

SUB CODE

DESCRIPTION

34

341 Hearing Scheduled

3Z

341 Hearing Completed

C

Case Confirmed

D

Client Case Discharged

F

Retainer Full Paid

G

Need Green (Schedule J) Forms

K

Non WIP – Keep for follow-up

P

Petition – Prepare and File

PI

Petition – Initial Inputing Done

PM

Petition  – Initial Inputing Midway Done

PZ

Petition – All Entered

Q

Client Quit

R

We Refused to Take Case

S

Submitted to Court

SA

Signing Appointment Scheduled

T

Trial

W

WIP (1st payment received from client)

WD

Withdraw from representation

X

Non-WIP

Z

Case Completed – Normal Work Done

AP

Adversary Proceeding

CV

Converting Chapter

FH

Full Paid, Holding to File

H

Hearing Scheduled in Court

IC

Information Needed from Client

IF

Intake Forms Needed

IZ

Intake Forms Received

K

Non WIP – Keep for follow-up

M

Meeting Scheduled

MF

Motion Filed

MN

Motion Needed

SD

Service Done

SW

Waiting on Service (case submitted to court)

XN

Need Tax Returns from Client

XZ

Sent Tax Returns to Court

CASE TYPE – CRIMINAL

PRIMARY CODE

SUB CODE

DESCRIPTION

AP

Appeal

AR

Arraignment

PC

Pre-trial Conference

PB

Plea Bargain

PH

Preliminary Hearing

PV

Probation Violation

RA

Reappearance in Court

S

Submit Case to Court

SH

Suppression Hearing

ST

Sentencing

TJ

Jury trial

UA

Under Advisement (not filed with court)

W

WIP (1st payment received from client)

DS

Discovery Received

EO

File Entry of Appearance

OR

Offer Received from Prosecuting Attorney

PD

Public Defender Case

CASE TYPE – DOMESTIC (FAMILY LAW)

PRIMARY CODE

SUB CODE

DESCRIPTION

AW

Prepare Answer

AF

Answer Filed

AR

Answer Received

DR

In treatment

DI

Discovery

DS

Do Discovery Work

IN

Treatment Completed, Gather Info

NG

Case in Negotiations

OA

Offer accepted, settlement needed

OR

Offer received, negotiating

P

Petition ÔÇô Prepare and File

PK

Prepare Demand Package, Info Rec

S

Submitted to Court

T

Trial

TD

Trial – Represent Defendant

TP

Trial – Represent Plaintiff

TJ

Jury trial

30

30 Days Over – Need to Prepare Judgment

AD

Answer Due from Opposing Party/Attorney

BN

Blues Needed from Client

DA

Our Discovery Answer Due

EO

Waiting on O.P. to Sign EOA

SC

Settle Case Before trial

SD

Service Done

CASE TYPE –  PERSONAL INJURY

PRIMARY CODE

SUB CODE

DESCRIPTION

OA

Offer accepted, settlement needed

OR

Offer received, negotiating

DR

In treatment

IN

Treatment Completed, Gather Info

NG

Case in Negotiations

PK

Prepare Demand Package, Info Rec

COLLECTIONS/FINANCE CODES – Third Status Code For Use With All Case Types

CODE

DESCRIPTION

W

WIP (1st payment received from client)

F

Retainer Full Paid

I$

Increase Payment Amount Letter

PF

Paid in Full, Owes Nothing

$1

1st Late Payment Letter

$2

2nd Late Payment Letter

$3

3rd Late Payment Letter

$4

Withdraw Letter

$5

Reduce to Amount Offer

XX

Disable Collect for this Case

CAUTION FLAGS

There is a field in the case file where the following indicators are used to notify billing professional of severe case issues:

FLAG

DESCRIPTION

%

Sensitive, Confidential handling required

!

Date Deadline (such as a filing deadline) plus put the deadline date in “Case Description & Concerns”

#

Problem Case Identified

$

Collection Activity Needed on the Case

$$

Turned Over To Collection Agency

@

Conflict of Interest Exists and Cannot Be Waived

*Alerts for Case Summaries is brilliant! It’s a series of 10 to 12 cases per page (printed) showing vital case status, financial information and court date without having to open a case file to get the same information. Here is an example of how the Alerts for Case Summaries appears on your screen:

Alerts

If you need the same information without the pictures and case notes, then printing the Alerts List is a great option. All case information found in the summaries form is listed on one line, so you can print 50 cases to a page.

Dare to compare the features that Geni Law offers, and you will find that Geni Law does more and costs less.