Workflows that match how you practice.
The operating system for your matters.
Practice- and matter-management built on customizable, step-based workflows. Define the stages for each matter type and GeauxMatters carries every matter through them — generating the right tasks and deadlines at each step.
What it does
Workflows that match how you practice.
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Custom step-based workflowsDefine the stages for each practice area.
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One system of recordClients, matters and parties unified.
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Tasks & deadlines per stepThe right work is generated and assigned automatically.
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Connected across the suiteDrives drafting, funding and qualification from one matter.
GeauxPilot inside GeauxMatters — drafts tasks, deadlines and next steps from matter activity, and flags what's missing. See how GeauxPilot works across the suite →
Where it fits
Across your practice-area workflows
GeauxMatters 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.
