GENI LAW’S STATUS CODES-POWERHOUSE TOOL

Another one of Geni Law’s powerhouse tools, besides the Action Date, is the Status Codes automatically downloaded with the program.

Status codes are a series of one- and two-letter abbreviations and symbols featured in CaseManager, Alerts for Case Summaries, and various reports to provide decision-makers and 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 even as the case is transitioned to the inactive database. Existing status codes can be modified and new status codes can be added as needed due to Geni Law’s customization capabilities.

GENI LAW uses the Primary and Secondary codes to calculate the percentage of completion amount of fees that have been earned (“Earned Fees Status”) on the case when a flat/MINFEE is used.

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

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 then calculates and 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.

alerts-with-status-codes-highlighted

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

  • Primary Status Code (first box; 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 in CaseWork Manager (at the time that the client’s case is created) 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. Also, Geni Law automatically makes the primary status code “W” for WIP (work in progress) when the client makes their first payment. Here are samples of Primary status codes for Bankruptcy case type:

PRIMARY 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
  • Secondary (“Sub”) Status Code (second box; one to two characters) – signals additional information about a case 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, an “IC”, (information needed from client) might be used as the secondary status code. Here are samples of Secondary status codes for Bankruptcy case type:

SUB CODE DESCRIPTION
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

 

  • Third Status Code (third box; 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 “$1” is entered in the third status code field. Any “$” sign in that third status code area means collection action may be needed.

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 (discount)
XX Disable Collections for this Case

GENI LAW is fully-customizable and includes Client, Case and Matter Management, Trust Accounting, Payroll*, Time Billing, Automatic Collections System, Checkbook and Accounting, Calendar & Task Control, Email in Case File, In-House Direct Marketing, and Management Reports consisting of general financial plus unique financial, performance and advertising reports.

GENI LAW supports an unlimited number of synchronized, simultaneous users, clients, cases, and matters up to and including complex litigation; data is entered once and made available to all features of the program; and data changes are synchronized immediately in all databases.

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