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.”
This is a full explanation of Geni Law’s CONTACT-Speed Letter feature. CONTACT is used for writing letters from anywhere in the program by clicking on the CONTACT button. CONTACT is on virtually every screen in the program, except that CONTACT works differently in the Direct Marketing feature.
Anything can happen during the day. You get a note or a phone call advising you of something very important and have to send off a letter right away; e.g., a change in the law affecting clients in a particular case type or a broadcast note to certain related parties. You need to notify clients of a new attorney whose joined your firm. Or maybe you just like to build good will by sending birthday wishes to clients or a thank you note for a referral.
Here is where CONTACT comes to the rescue. You have the ability to send correspondence to one or multiple recipients in a variety of configurations without leaving the Geni Law program or even the case file you may be working in. Contact speed letters are mostly administrative and, therefore, non-billable.
HOWEVER: CONTACT IS AVAILABLE IN CASEWORK MANAGER IN THE EVENT YOU NEED TO WRITE A CASE-RELATED SPEED LETTER TO CLIENT, COURT OR RELATED PARTY. THEREFORE, IN SUCH SITUATIONS THESE LETTERS ARE BILLABLE.
If you end up sending a billable letter, enter your time through Time Billing or create a new line item in the client case file and bill for the letter. Remember to scan a copy of the signed letter to the case file.
The Geni Law program is downloaded with Master letters (“auto-docs”) from which you can select and tailor to suit you. All of the Master auto-docs are presented to you for ease of selection in either Microsoft Word or OpenOffice format depending on which program you selected at Download.
Click on any CONTACT button (except Marketing):
Immediately upon clicking CONTACT, the print overlay screen appears:
Please make the following selections:
|To Whom?||A quick-pick list appears for you to select: CC-Client; CT-Court; OT-Other; RP-Related Party; or VN-Vendor (Vendor is unused at this time)|
|That meet the following criteria:|
|Div Code||A quick-pick list appears; default is ALL|
|Client Code||A quick-pick list appears; default is ALL|
|Related Party Code||A quick-pick list appears; default is ALL|
|Court Code||A quick-pick list appears; default is ALL|
|Case Type||A quick-pick list appears; default is ALL|
|Active||“A”ctive is the only choice|
|Status Code||A quick-pick list appears for each of the PRIMARY, SECONDARY and FINANCIAL status codes; default is ALL for each box|
|Age Range||Two boxes are present to enter age from and age to; default is ALL in both boxes (helpful with Estate Planning or Elder Law areas)|
|Birthday||Enter date; default is ALL|
|Rep Code||A quick-pick list appears; default is ALL|
|Zip||Enter the Zip Code; default is ALL|
|Filed with Court||Enter “F”-must have court filing date, or “U”-unfiled with court; default is ALL|
|List 1||List case type from Client Information Database; default is ALL|
|List 2||List case type from Client Information Database; default is ALL|
|How Pay||A quick-pick list appears; default is ALL|
|1st Pay Date||A calendar pops up; there are three selections: “>=” for greater than or equal to the date; “<=” for less than or equal to the date; “=” for the exact date only|
|Case Newer Than||A calendar pops up; the 1st appointment is the default|
|Limit||Limit represents the number of letters to send and depends on what you are sending. If sending a single letter to a client, then the limit is 1. However, if it’s an announcement to all clients about your change of address, the number could be 1,000 or more. By setting a limit, say 30, you can work in small batches, control quality and postage costs.|
|Letter Code||Click on the empty field and a list of auto-doc Master letters pops up. Scroll through the list and make a selection. Envelope Masters are provided for printing as well.|
|Date||Enter a date; the default is the current date|
Press the Merge button. It may take a few minutes before the letter opens.
The letter will open in the native application of the auto-doc you selected (OpenOffice or Microsoft Word) with the date, names, addresses, salutation and signature block already completed. In most letters, the asterisks are set where you will type new text or fill-in information.
When you are satisfied with the letter, click Escape to return to the LAW program. Here you will see a notification screen that confirms the number of letters to print and asks if the letter is ready to print:
Click “YES” and the letter prints automatically to the default printer. Return to the letter, which is still open, and close it but do not save your changes as these auto-docs should remain blank Masters for everyone to use. If you want to keep your letter, use “SAVE AS” and save it to your Documents.
If you create a new Master auto-doc for your firm’s administrative speed letter use, remember to:
- create the letter name code following Geni Law’s Naming Convention; and
- save it in the correct location: c:\genilaw\data\glaw\autodocs