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 at each level of the program or Ctrl+H on quick-pick lists so each user can “learn as you go.”

Codes are necessary as they are used as single-entry default descriptions for various preset fields that, when presented altogether, create the full case description including related party and court information, case type and status, source, and all aspects of the case billing.

This has been setup in advance; you can change it later if desired.
Click the SETUP tab on the main Taskbar, then click CODES SETUP to access Setup Codes from anywhere in the Geni Law program.

setup codes


Upon clicking the Codes Setup tab, the profile screen opens.


setup codes profile

All of the fields in the Setup Codes screen must be completed to create a Code.

Div = Division: A quick-pick list shows “ALL” and each Division(s); default is “ALL”
Case Type: A quick-pick list shows “ALL”, “???” is shown first in case the case type is unknown at the initial client meeting followed by an alphabetical list of all possible case types; default is “ALL”
Screen Name: A quick-pick list shows “ALL” and an alphabetical list of all screens that the Code will work in; default is “ALL”
Field Name: Enter the common name for the field within the program screen; these field names are described in the Casework Manager section of the Handbook
Code: Enter an abbreviation to identify the full name of the Code
Description: Enter the description or definition of the Code

The gray highlight bar rests on the first available empty Code row at the bottom of the screen. After entering and saving the information for the first Code, that Code will appear in a clear row directly above an empty, highlighted row. As you continue to work in the Setup Code screen, the gray highlight bar will default to an empty row at the bottom, and all of the created Codes will appear in ascending order above the empty row.

Each time you enter the Setup Code 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 Codes as you use the arrow or Page Up/Page Down keys.

Press Ctrl+S or Ctrl+Enter to save the information before leaving the Setup Code screen.

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

Click the SEARCH button to search through multiple Codes. This database is searchable by Division, Case Type, Screen Name or Field Name.

Click the PRINT button to print a complete list of Codes.

Press ESC to return to the previous screen.