Related Party 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 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.”

Here you will create your Related Party database. Information about the Related Party is entered once, saved in the database until revised manually, and available for merging with automatic documents and letters created in the case file in CaseWork Manager as well as speed letter writing through the program’s CONTACT feature.

From the main Taskbar, click on SETUP > RELATED PARTY SETUP from anywhere in the LAW program.

setup related party

Upon clicking the Related Party Setup tab, the profile screen opens.

setup related party profile

To create a new Related Party profile, enter the information by tabbing through the following fields:

NAME- Name of Related Party
PREFIX- Enter the two-letter prefix you created in Setup Codes; i.e., AT-Attorney; TR-Trustee; PA-Prosecuting Attorney; a quick-list appears for ease of selection
GP- Used to identify the Name as an individual or business entity; enter “B” for Business or “P” for Person (Individual)
CO.- Enter the Company name
TITLE- Mr., Mrs., Ms., Dr., Hon., etc.; a quick-list appears for ease of selection
SALUTATION- First name for informal automatic letters & documents; for formal greeting enter last name – i.e., Hanks for Dr. Hanks for Medical Provider, or Dillard for Mr. Dillard for Insurance, or Christie for Ms. Christie for TP (the other party)
SEC NAME- Secretary’s name
SEC SALU- First name or formal greeting for automatic letters & documents
AD- Street address
AD2- Additional street address
ZP- Zip Code
CITY- City
ST- Start typing and select two-letter abbreviation from quick-pick list
PHO C- Cell phone number
PHO H- Home phone number
PHO W- Work phone number
FAX- Fax phone number
EMAIL- Email address

Press Ctrl+Enter to save each profile and before leaving the Setup Related Party profile.

After entering and saving the information for the first Related Party, that profile will appear in a clear row directly above an empty, highlighted row. As you continue to work in the Setup Related Party screen, the gray highlight bar will default to an empty profile at the bottom, and all of the created Related Party profiles will appear in ascending order above the empty profile (as you can see from the image above). Each time you enter the Setup Related Party 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 Related Party 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 pop up question.

Click the SEARCH button to search the Related Party profiles. This database is searchable by All, a specific Prefix, or a specific Code.

Click the PRINT to print a complete list of Related Party profiles.

Press ESC to return to the previous screen.

Helpful Hint:Now that you have entered all of your related parties once, they are available for the present case or future cases if the same parties, or some of the same parties, are involved. Naturally with each case may come a new related party, so you will come here to Related Party Setup, complete the profile, save it, and the information will be available for all cases-related document merging features of the program.