Gather the right information, up front.
Collect what your practice needs — once.
A client- and lead-facing intake system that collects information from first inquiry through matter setup — replacing scattered forms and standalone intake tools — then routes it across the suite.
What it does
Gather the right information, up front.
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Lead intake formsLeads complete forms that feed straight into GeauxTracker.
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Client matter intakeStructured gathering used heavily by GeauxMatters.
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Feeds drafting & fundingData carries into GeauxDrafter and GeauxFunder.
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Gathered once, used everywhereInformation collected once flows wherever the matter needs it.
GeauxPilot inside GeauxIntake — guides clients through intake and flags missing or inconsistent information. See how GeauxPilot works across the suite →
Where it fits
Supports every workflow
Not a single stop — GeauxIntake works throughout, whatever the matter.
The last step (GeauxMedQual) is conditional — engaged only when nursing-home asset protection becomes an issue.