Streamline workflow, increase productivity, decrease errors, and speed up delivery with Geni Law’s CaseWork Manager — a powerful tool to organize and prioritize case files, check current case billing and payment status, perform case work, bill for completed work, generate work reports and “to do lists” for billing professionals, and bill third-party expenses by line item entry without leaving the case file.
Data is entered once and made available to all features of the program until changed manually, and data changes are synchronized immediately in all databases of the program. Initial or modified data is available instantly to all users.
CaseWork Manager is the dynamic hub of the program and is an important productivity tool for a number of reasons:
Complete Electronic Case Record
It provides an electronic, chronological record of an entire case, including documents, notes, email, and scanned documents and pictures, to perform case work without the need of the physical case file. Workflow efficiency is increased as the CaseWork Manager organizes up-to-the-minute case status, billing and payment status, case notes, and documents all on one screen. It also keeps a running track of completed and billed case tasks as well as case tasks that are yet to be completed and billed. CaseWork Manager is divided into at-a-glance sections covering work status, action date or deadline, billing and payments, case status, court information, assignments, related parties, notes, and more.
CaseWork Manager handles an unlimited number of clients, cases and matters.
Streamline case management and assessment through the Action Dates that you set to create case Alerts. No missed deadlines. Alerts can be viewed or printed daily in summary or list form. Remove clutter from CaseWork Manager by deleting unused work items. New case tasks can be added anytime as the case progresses. Best of all, most insurance companies offer premium discounts when calendar and case management software is utilized. The CaseWork Manager is a case calendar and case management all-in-one application. Many law firms have made using Geni Law part of their practice policy. Have instant knowledge of each case status, what work needs to be performed, and redirect work to others quickly in the event of unexpected absences due to emergency, accident or illness. Use the Deadline Management through Action Dates to coordinate calendars to assure coverage during vacations or in the event of a vacancy.
Automatic Documents and Letters
Draft pleadings, documents, correspondence, or spreadsheets quickly. The process is simplified when you select documents or letters that are automatically merged using the appropriate word processing or spreadsheet program. All merged documents and letters are automatically stored in the client’s electronic case file. All information related to courts, opposing counsel or any related party is entered once, saved in the database until revised manually, and available for merging with automatic documents and letters created in CaseWork Manager. This information is also available for speed letter writing through the program’s Contact feature. The information can be sorted and printed in effective combinations in CaseWork Manager; i.e., all cases concerning a certain judge or a particular court. This is a helpful letter writing or case follow up tool for attorneys who have multiple cases pending at a certain court or with a certain judge.
The Daily Time Billing feature keeps a running list of your completed and billed assignments for the day. Entries are synchronized to the case file and the Billing Register. You have the ability to go back to another day or week to enter time, if necessary. Work can also be billed as it is completed in the case file.
Client statements can be printed immediately if desired. This is one of the unique features of Geni Law, designed to streamline the work process and eliminate excessive steps for case work and case billing. When an item is billed, Geni prompts you whether the billed item is an earned fee or not. Through this single entry, all of your earned and billed fees information is made instantly available to the Trust Accounting software. Also, there is a visual, red flashing reminder for each case where clients have not made a payment for 30 days as agreed and still owe the firm money.
Synchronized with Calendar and Tasks
CaseWork Manager is integrated and synchronized with Geni’s Calendar and Tasks features, and all work together to provide you with heads up reminders for looming deadlines or court dates to ensure adequate time to accomplish the task associated with that deadline. A number of law firm risk insurance carriers have included a premium discount program for firms using automated case calendar applications.
In CaseWork Manager you have the ability to write unlimited case notes. And when necessary, these notes can be automatically dated, time-stamped and billed to the client at the time they are made.
Information contained in CaseWork Manager is used to complete critical management reports such as productivity, case analysis, earned income analysis, client retention, referral analysis, and profitability at the staff, attorney, division, and firm levels.
Automatic Creation of Case Task Checklist
The program is downloaded with hundreds of standard case tasks so that you can start using Geni immediately. Personal Injury Master Templates are included FREE with download. When you create a new case and enter the code representing the case type, the case file automatically populates with a preset case task checklist for that particular type of case generally in the order that the task will be needed. The case task checklist is fully integrated to include line item billing entries, and important REIMBURSABLE items for Bankruptcy, Family Law and Criminal cases.
Manage Special Counsel and Complex Litigation
Geni Law’s unique data allocation design provides the right platform for superior oversight and management of an unlimited number of special counsel or complex litigation cases. Here’s how: With Geni Law you have the ability to set up an unlimited number of “Divisions” to represent not just your own attorneys and profit centers but any number of special counsel or complex litigation cases as well. Don’t miss a thing through Deadline Management for each case within each Division based on the Action Date you set for deadlines, milestones, critical court dates, or the next time you want the case to be brought to your attention. Some cases or contracts require daily or weekly review depending on the sensitivity or complexity of the matter and some cases need only be reviewed on a periodic basis. You also have the ability to set the Priority of any case with “A” being the highest priority and “Y” being the lowest, which is most helpful in long, protracted cases or multiple cases with the same client.
Geni Law lowers overhead expenses because it is not limited to just your law practice; it is a self-contained, full-time office manager, special counsel manager, contract administrator and/or litigation case manager.
Geni Law is fully-customizable and includes Client and Case Management, Deadline Management, Trust Accounting, Time Entry, Automatic Collections System, Payroll*, Checkbook and Accounting, Automatic Document Merge with Memorized Questions (case-related facts), Calendar & Task Control, In-House Direct Marketing, and Management Reports consisting of general financial plus unique and vital financial, performance and advertising reports.
Geni Law supports an unlimited number of synchronized, simultaneous users, clients and cases, up to and including complex litigation.
You own it, not dependent on the Internet, Geni Law resides on your office computer or laptop. The cost of the program is the lowest on the market!
$30-user-month; *Payroll is priced separately
(paid through LawPay)
USE THIS AMAZING PROGRAM and start saving money. No contract or maintenance plan and updates are free to paid subscribers. Stop anytime.
CLICK ON THIS LINK TO HAVE OUR NETWORK ENGINEER ESTABLISH GENI LAW ON YOUR NETWORK: http://www.InstallGeniLaw@GeniFinancial.com. Geni Law is compatible with Mac, Linux (nix) and all versions of Windows.