Configure Your Firm – Setup Overview

Configure Your Firm


Geni Law Office Software contains a lot of configuration options to provide necessary flexibility for your law office; however, the default installation has completed most of the configuration in a way that is useful to most offices, without having to change much, so you can start using Geni right away. Here you will find step-by-step instructions to tailor various aspects of the LAW program to fit your business configuration:

  • Accounting
  • Auto-Doc Questions
  • Bank Accounts
  • Calendar
  • Checklists & Fees
  • Codes
  • Company
  • Courts
  • Defaults
  • Divisions
  • Representatives/Employees
  • Message Descriptions
  • Permissions
  • Summary Report
  • Tasks & Projects
  • Trust Account