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 pop-up screens so each user can “learn as you go.”
Court Information, for all of the courts in your jurisdiction in which you practice, is entered once, saved in the database until revised manually, and available for merging with automatic documents and letters created in CaseWork Manager as well as speed letter writing through the program’s Contact Letter Writing feature – the CONTACT button.
It is very important to follow the correct procedure for creating the Court Codes in the Court (CRT) database. The database is sorted alphabetically on the Court Code. Consequently, when you are trying to find a code, it is very helpful to have the codes in a certain format (as explained below) so that everyone can use them in the most efficient manner. Also, if the codes are set up properly, you can print out all of your cases in the following combinations: All in that Court, or All with that Judge. This can be very helpful since you can quickly be reminded of other cases to work on while you are at that Court or with that Judge.
Click the SETUP tab on the TASKBAR, then click COURT INFO SETUP from anywhere in the Geni Law program:
Upon clicking the COURT INFO SETUP tab, the profile screen opens.
A description for each type of information appears in each field. Please enter the information by tabbing through the following fields for all of the courts related to your practice:
|COURT NAME 1:||Enter the complete name of the Court|
|CRTCODE:||This is a RED field which means it must be assigned. This is a five character code you create to identify each court The Court Code database is sorted alphabetically. To maintain efficiency, develop a court naming format that is easy to follow. Courts can be sorted and printed in effective combinations in CaseWork Manager; i.e., all cases concerning a certain judge or a particular court. This is a helpful case follow up tool for attorneys who have multiple cases pending at a certain court or with a certain judge. If there is more than one court for a jurisdiction, consider adding a sequential number at the end of each court; i.e., STL1, STL2, STL3, etc.|
|COURT NAME 2:||Further describe the Court if necessary or desired; i.e., Division 1; Associate Division; Family Division; etc.|
|COUNTY:||The county in which the Court is located|
|PLAINTIFF:||Information used for merging with automatic documents and letters pertaining to criminal matters; i.e., County of ___; State of ____|
|AD:||Street Address 1|
|AD2:||Street Address 2|
|ST:||Type or select the the two-letter state abbreviation from the quick-pick list|
|FAX:||Enter the number for fax filing, the court clerk or the main fax number|
|EMAIL:||Enter the email address for e-filing, the court clerk or the main website|
|JUDGE’S NAME:||Enter the name of the judge|
|PHONE NUMBER:||Enter the judge’s phone number|
|SECRETARY’S NAME:||Enter the judge’s secretary’s name|
|PHONE NUMBER:||Enter the judge’s secretary’s phone number|
|CLERK’S NAME:||Enter the court clerk’s name|
|PHONE NUMBER:||Enter the court clerk’s phone number|
Press Ctrl+S or Ctrl+Enter to save the information before leaving the Setup Court Info screen.
After entering and saving the information for the first Court Info, that Court profile will appear in a clear row directly above an empty, highlighted row. As you continue to work in the Setup Court Info screen, the gray highlight bar will default to an empty profile at the bottom, and all of the created Court profiles will appear in ascending order above the empty profile. Each time you enter the Setup Court Info screen, an empty, highlighted profile will always appear at the bottom of the screen. The gray highlight bar will move up or down to other Court profiles 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 SEARCH to search through multiple Court Info profiles. This database is searchable by Court Code, Court Name, Judge, Secretary, and Clerk.
Click PRINT to print a complete list of Courts.
Press ESC to return to the previous screen.