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.”
Never miss a court filing.
Use the Attorney Cases Needing Filing Report regularly as an invaluable tool to keep you on top of cases that have yet to be filed with the court even though the client has fully paid. It can happen, especially if you have a heavy case load or are growing rapidly: days or weeks go by and a client calls to ask if their petition has been filed yet?
This report can be sorted to print in a variety of ways that you find most helpful and even includes the Statute of Limitations date on each case where applicable; e.g., Personal Injury. You may wish to sort by Division, Rep, Client, Case Type, Court, or any of the other many options available to you.
Click on the main Taskbar CASEWORK > ATTORNEY CASES NEEDING FILING REPORT:
Immediately upon clicking the tab, the print overlay screen opens:
Please make the following selections:
Enter the Division Code: default is All.
Enter the Rep Code: default is All.
Enter the Case Type: default is All.
Status: Enter the Primary, Secondary and Collection status codes. There are five (5) additional Primary status codes available; a quick-pick list appears for ease of selection.
Skip: Enter a Primary status code; a quick-pick list appears for ease of selection; default is None.
Court: Enter the desired Court Code; a quick-pick list appears for ease of selection. You have the option of not entering a Court Code.
Order of Printing: A quick-pick list appears for you to make one of the following selections:
A = Action Date
C = Client Code
D = Status Code Date
F = Filed with Court Date
P = Paid in Full/Full Retainer Date
O = Original Date
S = Status Code
T = Type of Case
W = WIP Date
Problem Cases: Enter “Y”es or “N”o; default is “N”o
Active: Enter (A)ctive, (I)nactive or (B)oth; default is (A)ctive
Select print to “S”creen or “P”rinter; default is “P”rinter
Enter the number of desired copies
Press Print for print results or ESC to return to the previous screen.