1-Complete the Setup Process

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.”

 

When you have time or as you add new cases, all that is left for you to do is complete the SETUP PROCESS. All necessary software and documentation for the program is included with the initial download. The default installation has completed most of the configuration in a way that is useful to your office without having to change anything. And with the information you provided during the download process, you can start using GENI LAW right away!

Print and keep this Setup Checklist handy as you proceed with tailoring the program for your firm.

Company Setup. Click on SETUP > COMPANY SETUP to complete the company profile (remember you didn’t fill in the last line), create profiles for multiple locations of the same company, or add additional companies. Press Ctrl+Enter to save changes or after each new entry.

Divisions. Click on SETUP > DIVISIONS SETUP to enter Division profiles for you and other lead attorneys (or profit centers). Division represents the main or key attorney profit center; i.e., whose client this is. All attorneys and other billing professionals must be assigned to a Division. In a solo or small law firm, the DIV and REP codes will likely be the same. The “LAW” DIVCODE may be deleted after the usefulness of the sample cases downloaded with the program is complete and you are ready to delete them. Press Ctrl+Enter to save changes or after each new entry.

Representative. Click on SETUP > REP SETUP to complete the Representative data profile you started for yourself during download and to add attorneys, other billing professionals or any staff that will be using the program. Remember to assign a User Group (permissions) and Password for each profile. The REP CODE represents the primary attorney assigned to a case. All attorneys and other billing professionals must be assigned to a Division. In a solo or small law firm, the DIV and REP codes will likely be the same. The “ZQX” REPCODE profile may be deleted after the usefulness of the sample cases downloaded with the program is complete and you are ready to delete them. Press Ctrl+Enter to save changes or after each new entry.

Summary Report. Click on SETUP > SUMMARY REPORT. The Summary Report is a valuable tool that can be used to show performance and client receipts on a daily basis. In Setup Summary Report, you will customize reports to track daily productivity and financial performance for each Division, Case Type, Rep, or sub-groups within a Case Type for any time period. Press Ctrl+Enter to save changes or after each new entry.

Calendar. Click on SETUP > CALENDAR SETUP to customize the firm’s color-coded calendar for the firm’s attorneys. Simply type over the initials that appear in the Setup screen with your Reps’ initials that will be using the Calendar. Court-related appointments are automatically updated to each client’s case file and appear in CaseWork Manager and Court Docket for ease of billing and Alarms. Press Ctrl+Enter to save changes or after each new entry.

Court Information. Click on SETUP > COURT INFO SETUP to create code(s) and enter information for all of the courts in which you have cases pending or in which you may appear. Sample courts are included with the download and may be deleted anytime. Press Ctrl+Enter to save changes or after each new entry.

Related Party. Click on SETUP > RELATED PARTY SETUP to enter information and assign codes(s) for related party(ies). Sample related parties are included with the download and may be deleted anytime. Press Ctrl+Enter to save changes or each new entry.

Tasks & Projects Manager. Click on SETUP > TASKS SECTIONS SETUP to create unlimited sections and unlimited subsections for everyday tasks, to do lists, administrative projects, and/or long-term projects. Case-related tasks are automatically updated to each client’s case file and appear in CaseWork Manager marked with “T” for ease of billing. Sample Tasks are included with the download and may be deleted anytime. Press Ctrl+Enter to save changes or after each new entry.

Message/Description. Click on SETUP > MESSAGE/DESCRIPTION SETUP to view the downloaded messages that will print on client statements, if selected, or to add messages of your own. Press Ctrl+Enter to save changes or after each new entry.

Auto-Doc (Memorized) Questions. The program is downloaded with hundreds of standard questions and codes for each case type so that you can begin using and creating master templates for documents and letters. These corresponding questions and codes (answers) are merged into each document or letter you create in CaseWork Manager. Questions and codes (answers) may vary by practice area and case type. Click on SETUP > MEMORIZED QUESTIONS SETUP to create new questions and codes or modify existing ones. Press Ctrl+Enter to save changes or after each new entry.

In-House Direct Marketing. Click on MARKETING > POTENTIAL CLIENTS to open a blank profile to enter potential clients individually, or type Alt+G,I to import a third-party CSV database file. Press Ctrl+Enter to save changes or after each new entry.

SOME “AS TIME PERMITS” HOUSEKEEPING REMINDER

It will be helpful for you to print an abbreviated list of clients and cases to assist you with completing the housekeeping duties concerning the sample cases downloaded with the program. First, click on CASEWORK > ALERTS LIST; the print query screen opens immediately. Enter 01/01/2010 as the start date and 12/31/2015 as the end date. Leave all of the boxes in the default “ALL” condition (you may have to change the Division Code box to “ALL”). Enter the letter “C” in the Order of Printing box so the report prints by Client. Press Print for the report results, and you will receive the seven sample clients and cases. Having these client names, cases and case numbers will come in handy as you proceed.

Sample Cases. The program is downloaded with several sample case types to help familiarize you with how CaseWork Manager and Alerts for Case Summaries work. When you are ready to delete these examples, click on CASEWORK > ALERTS FOR CASE SUMMARIES. Press Search and search for each case by Client Name (Code) or Case Number. When the case is presented, place the cursor anywhere on the case profile, press Ctrl+Delete, and answer YES at the prompt.

Payments Register. The seven sample cases have a few entries in the Payments Register. When you are ready to delete these examples, click on CLIENTS > PAYMENTS REGISTER to open the Payments Register screen. Place the cursor on each appropriate line, press Ctrl+Delete, and answer YES at the prompt.

Billing Register. The seven sample cases have entries in the Billing Register. When you are ready to delete these examples, click on CLIENTS > BILLING REGISTER to open the Billing Register screen. Place the cursor on each appropriate line, press Ctrl+Delete, and answer YES at the prompt.

Client Information. The seven sample clients are contained in the Client Information database. When you are ready to delete these examples, click on CLIENTS > CLIENT INFORMATION to open the Client Information screen. Press the Search button to search for each client by client code (last name first, first name last). When the client record is presented, place the cursor anywhere on the profile, press Ctrl+Delete, and answer YES at the prompt.

Trust Account Register and Checkbook Register. The program is downloaded with examples in each of the Trust Account Register and Checkbook Register to help familiarize you with how these registers work. The balance in both registers is zero at the time of the download. When you are ready to delete these examples, click on TRUST > TRUST REGISTER to open the Trust Register screen, place the cursor on each of the oldest lines (scroll up), press Ctrl+Delete, and answer YES at the prompt. Click on CHECKBOOK > CHECKBOOK REGISTER to open the Checkbook Register screen, place the cursor on each of the oldest lines (scroll up), press Ctrl+Delete, and answer YES at the prompt.

If you have questions about completing the SETUP PROCESS, please email GeniSupport@GeniLaw.com and let one of our cheerful customer service representatives help you get the most out of Geni Law.

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