Help

Scroll through the list of HELP screens — organized by program feature. ┬áContained in the list are step-by-step instructions how to complete the following:

  • Configure Your Firm – Setup Overview
  • CaseWork Manager (creating and working in the case file), including the Client Database and Valuable Reports
  • Trust Accounting
  • Checkbook and Accounting
  • Time Billing & Collections
  • Management Reports
  • Payroll
  • Calendar & Tasks Control
  • Direct In-House Marketing
  • Reference Tools

If you cannot find the help you need, please take a look at TUTORIALS┬á– perhaps the answer to your question can be found there. ┬áWe will be updating this page regularly, so check back from time to time.

For any training or support questions, please email your inquiries to GeniSupport@GeniFinancial.com.

And remember … ways to get help while you work:

  • Handy Tool Tips

    for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.

  • Quick-Pick Lists

    are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.

  • Help Screens

    are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so you can ÔÇ£learn as you go.ÔÇØ