See your pipeline before it becomes work.
Lead tracking & performance analytics for the front of your practice.
Track estate-planning, probate, Medicaid and related leads from multiple sources through defined stages — from first inquiry to engagement.
What it does
See your pipeline before it becomes work.
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Track by practice area, source & statusFollow every lead from inquiry through engagement.
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Conversion & intake trendsSpot what's converting and what's stalling.
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Firm- and attorney-level performanceMeasure results across the team.
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Forecast revenue & cash flowPlan staffing and capacity with real data.
GeauxPilot inside GeauxTracker — predicts conversion and forecasts pipeline from lead signals. See how GeauxPilot works across the suite →
Where it fits
Across your practice-area workflows
GeauxTracker 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.
Works with
