Needs Work Report

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 Needs Work Report is a necessity for the decision-maker who wants an instant trust balance report to monitor client payments deposited to the trust account for legal fees that have been paid but have yet to be earned.

The program uses the Status Codes to calculate the percentage amount of fees that have been earned on the case. This amount is included in the line of financial information presented about each case in CaseWork Manager and Alerts for Case Summaries and changes only when the status codes are changed manually. However, if a percentage of completion is entered manually that represents an earned fees amount that is higher than the amount equal to the present status codes, the program lists the higher amount.

Report results can be tailored by division, case type and status code. The following results are printed for all clients based on how the report is tailored: Action Date, Case Number, Client Code, Court Code, Division, Case Type, Do Codes, Status Code, Total Charges, Total Payments, Payments Month, % Earned, Needs Work, WIP Date, Last Payment Date, and Statute of Limitations Date.

From the main Taskbar, click on MANAGEMENT > REPORTS > PERFORMANCE REPORTS > NEEDS WORK REPORT from anywhere in the Geni Law program.
needs work report
Immediately upon clicking the Needs Work Report tab, the print overlay screen opens:
needs work report overlay
Please make the following selections:
DIV Enter Division from quick-pick list; default is “ALL”
CASE TYPE Enter Case Type from quick-pick list; default is “ALL”
STATUS Enter Status Codes from quick-pick lists; default is “ALL”
SKIP Enter Status Code to SKIP from quick-pick list; default is None
Active Select “A”ctive, “I”nactive or “B”oth; default is “A”

Select print to “S”creen or “P”rinter; default is “P”rinter

Enter number of copies

Press Print for print results or ESC to return to the previous screen