Plans don't work until they're funded.
Trust funding & asset implementation, tracked to completion.
Bridges the gap between documents signed and plans actually in place. GeauxFunder organizes the parties, captures each asset's disposition, auto-generates the client and attorney funding kits, and illustrates the plan with GeauxFlow — then tracks every transfer through to completion.
What it does
Plans don't work until they're funded.
◔
Parties & assetsInventory every party and asset — real estate, accounts, business interests.
⇄
Dispositions & transfersCapture how each asset is to be transferred or disposed, and track it to done.
✎
Client & attorney kitsAuto-generate the client and attorney funding documents.
◇
GeauxFlow illustrationsIllustrate the plan for client meetings and periodic reviews.
GeauxPilot inside GeauxFunder — surfaces unfunded assets and suggests next funding actions. See how GeauxPilot works across the suite →
Where it fits
Across your practice-area workflows
GeauxFunder shows up wherever a matter needs it — and in any custom matter type you build in GeauxMatters.
The last step (GeauxMedQual) is conditional — engaged only when nursing-home asset protection becomes an issue.