Case Alerts List

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.”

The Alerts List is a versatile and useful feature of the Geni Law program and is another option for quick and complete case updates. You have the option of printing the Alerts List on-demand or having the Alerts List print automatically for you every morning.

More than 50 cases are presented on each page as single line items entries for all of the firm cases or cases assigned to a particular division or representative. Only key case information, total charges and total collections are shown.

Cases are generally sorted by Action Date but you can also sort by Case Status, Case Type or alphabetically by client. In addition, cases can be sorted and printed by Court to help you plan and organize case work as well as attend to other cases you might have with the same court or same judge.

Also presented for each case are the total charges billed to client, the total payments collected from client, and the WIP date, that is the when the client’s first payment is applied to a case.

On the main Taskbar, click CASEWORK > ALERTS LIST from anywhere in the Geni Law program:

case alerts

Immediately upon clicking the Alerts List tab, the Print Alerts List print overlay screen opens:

alerts list

Use the following steps to print the Alerts List:

Start Date Enter the desired Start Date; the default is the current date
Stop Date Enter the desired Stop Date; the default is the current date
Division Code Enter the Division Code; the default is ALL
Rep Code Enter the Rep Code; the default is ALL
Status Code A quick-pick list appears for each of the Primary, Secondary or Third Status Code fields; the default is ALL for each field
Court Code Enter the Court Code; the default is ALL
Related Party Enter the Prefix Code and or the Related Party Code; the default for each field is ALL
Active “A”ctive, “I”nactive or “B”oth; default is “A”ctive
Order of Printing Select order; default is “A”ction Date
“A” – Action Date
“C” – Client
“O” – Work Order
“K” – Court
“S” – Status

Select print to “S”creen or “P”rinter; default is Printer.

Enter the number of copies.

Click the Print button for print results, or press Escape to return to the previous screen.