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.”

The REP CODE is used to identify the representative/employee. Fields may be left blank and completed later, but you must enter at least one Representative name, the CODE a maximum of three letters and assign a DIV to proceed with the SETUP process. Attorneys may be assigned their own division or to different divisions (or profit centers). Create a Representative profile for each of the firm’s attorneys and employees.

Only an attorney can be a Division and a Representative.

On the main Taskbar, click SETUP > REP SETUP to open Representative/Employee Setup from anywhere in the Geni Law program.

setup rep

Upon clicking the REP SETUP tab, the profile screen opens:

setup rep profile

Enter the pertinent information by tabbing through the following fields:

NAME- First and Last Name; middle initial can be included if desired.
CODE: A maximum of three letters used to easily identify the representative/ employee; typically the first three letters of the first name or a combination of the first, middle and last initials of the person’s name
ID NO.- The attorney’s bar number
TITLE: Mr., Ms., etc.
DIV: Attorneys and billing professionals must be assigned to a Division; a quick pick list appears for ease of selection
NICKNAME: As you can see from the first profile above, Theodore prefers to be called Ted
EMP/REP: A quick-list appears; select “E”mployee, “R”ep, or “B”oth
RATE: Insert the Rep’s hourly rate
SIG- Signer’s Title; e.g., Attorney at Law, Paralegal
USER GROUP: A quick-list appears to select the PERMISSION level for that REP
PASS: Enter up to six-character Password (CASE SENSITIVE); the Password can be a combination of letters and numbers; the REP CODE and Password are necessary to log in to the program. The Password does not appear on the profile screen after entered but can be changed if necessary in User Preferences.

Press Ctrl+Enter to save the information before leaving each profile or the Setup Representative screen.

After saving the information for the first representative, an empty profile will appear at the bottom of the screen. As you continue to work in the Setup Representative screen, the gray highlight bar will default to the empty representative profile. The gray highlight bar will move up or down to other representative 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+Del, answer “Yes” to the prompt.

Click SEARCH to search through multiple representatives.

Click PRINT to print a complete list of Representatives.

Press ESC to exit this screen.