Casework Manager

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 each user can “learn as you go.”

CaseWork Manager is the hub of the Geni Law program where all of the work setting up (configuring) the law firm, the client database, calendar, and cases come together to streamline case productivity, administration and management. CaseWork Manager is a powerful tool to organize and prioritize case work in the client’s case file, 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 client’s case file.


Case Management topics include step-by-step instructions for the following:

  • Create a New Case/Client, Conflict Check, and the Client Database
  • CaseWork Manager including doing work, creating documents and billing in the case file
  • Alarms and Deadlines
  • Billing Register
  • Auto-Document Creation
  • Alerts for Case Summaries (case summaries)
  • Alerts List (case list)
  • Paid More Than Earned Report
  • Court Docket Report
  • Payment Register
  • Attorney Cases Needing Filing Report
  • Status Analysis Report
  • Status Codes
  • Print Statements and Automatic Collections System
  • Summary Report
  • Tasks & Projects Manager
  • and much, much more!

Start with the first tab – Client Database and Conflict Check – to learn how to set up a new client and new case quickly!