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.”

NOTE: Most of this work has been completed. Geni Law is preset with specific Trust Account codes that the program recognizes for deposits and checks used in the Trust Account. Click here on Trust Accounting for a detailed listing of these Trust Account codes.

Press JUMP KEYS Alt+S,U to open Setup Trust from anywhere in the Geni Law program.

Use Jump Keys Alt+S,U,E to assign draw amounts for attorneys. A quick-pick list opens to select the Rep Code.

Use Jump Keys Alt+S,U,A to set up the Trust Account Code(s) in the Chart of Accounts.