Referral Development

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.”

 

Geni Law’s unique Referral Management system allows you to track referrals and send thank you letters to the referrers. Use the Referral Analysis Report for target marketing to increase referrals.

Here you will find step-by-step instructions to access and use the Referral Analysis Report.

Click on MARKETING > REFERRAL DEVELOPMENT > REFERRAL ANALYSIS REPORT on the main Taskbar from anywhere in the Geni Law program.

potentials referral analysis report

 

 

<<< THIS FEATURE IS IN DEVELOPMENT AND TESTING >>>