Checklists and Fees Setup

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 Listsare 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 at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”

The GeniLaw program is downloaded with hundreds of standard billing and work order codes so that you can start using Geni immediately, and these codes can be modified over time if desired. All aspects of casework tasks are fully integrated including line item billing, automatic billing and automatic document creation. CaseWork Manager also includes a manual function to enter case notes, assignments and time on an as-needed basis.

Checklists and Fees are necessary as they are the backbone of CaseWork Manager as single-entry default descriptions for various preset fields that, when presented altogether, create and bill line item entries for work time and also allows the user to create and bill automatic letters and documents in the client’s case file in CaseWork Manager.

The CaseWork Manager automatically populates with the preset Checklists and Fees setup for a particular type of case.

This has been setup in advance; you can change it later if desired.

Click the SETUP tab on the main TASKBAR, then click CHECKLISTS & FEES SETUP from anywhere in the Geni Law program.


Upon clicking Checklists & Fees Setup, the complete list of Checklists & Fees Setup profiles open (below is just a partial list):


The screen defaults to the very last entry which is a blank profile in the event you want to add an item(s). All of the fields in the Setup Checklists & Fees screen must be completed by tabbing through the following fields:

DIVCOD: Enter the three-letter division code
CASE TYPE: Enter the type of case; i.e., BKR13, DOMDIV

A single letter used to indicate the status of a line item, the default is “X”

X Needs to be done
U Unused
Z Done and billed
O Open – still needs to be done
T Task (add this item to Tasks/Projects)
A Auto Bill
M Multiple Billing (phone calls) or items needed but not listed in the case file
G General – used for Contact Speed Letters
L Litigation
$ Collections
F Standard Forms

Two-digit numerical category used to organize cases:

10-19 Charges or Work to be Done
20-29 Service of Process Items
30-39 Case Setup
40-49 Investigate, Fact Gathering
50-59 Discovery
60-69 Pleadings, Motions, Orders
70-79 Hearings
80-89 Trial
90-99 Appeal & Case Wrap-up
Numbers should be entered in descending order from 10 to 99.

15 character code used by CaseWork Manager to identify:

  1. a billable time entry, or
  2. an auto-document that is saved on the server.

When a Billing Workcode matches the file name and extension of an automatic document or letter saved on the server, CaseWork Manager automatically merges the pertinent case, client, court and/or related party data from the “Memorized Questions” feature in Setup to create a new document or letter without leaving the client’s case file. The new document or letter opens in its native application for the user to review, revise, print, save, and bill in the client’s case file in CaseWork Manager.
NOTE: Billing Workcode and document file name and extension must match for the merge function to work properly in CaseWork Manager.

REP: The three-letter representative code
DO HOW: File extension recognized by the Billing Workcode to indicate which software will open a document or letter in CaseWork Manager; i.e., .odt, .ods, .odp for OpenOffice text, spreadsheet or presentation/drawing documents; .doc, .xls, .ppd for Microsoft Word text, spreadsheet or presentation documents; .eml for Email
DYS DEL: Indicate the number of days to delay to complete an item
STANDARD BILLING: Indicate the fee for the work or document. This amount can be overwritten in CaseWork Manager on a line item basis.
Full length description of work performed or document prepared
TX: Indicate (Y)es or (N)o if the item is taxable

Press Ctrl+S or Ctrl+Enter to save each item and before leaving the Setup Checklists & Fees screen.

After entering and saving the information for the first Checklists & Fees item, that item will appear in a clear row directly above an empty, highlighted row. As you continue to work in the Setup Checklists & Fees screen, the gray highlight bar will default to an empty profile at the bottom, and all of the created Checklists & Fees items will appear in ascending order above the empty row.

Each time you enter the Setup Checklists & Fees screen, an empty, highlighted row will always appear at the bottom of the screen. The gray highlight bar will move up or down to other Checklists & Fees rows as you use the arrow or Page Up/Page Down keys.

To delete a data row or profile, highlight the item to be deleted, press Ctrl+Delete and answer “Yes” to the prompt.

Click the SEARCH button to search the Checklists & Fees list. This database is searchable by “All” or a specific Division, Case Type, Do Code, or Billing/Work Order Code.

Click the PRINT button to print a complete list of Checklists & Fees.

Press ESC to return to the previous screen.