Build the workflows and campaigns that power your practice.
Build the workflows, matter types, and marketing your practice runs on.
GeauxBuilder is where you build what the suite runs on: step-based workflows that become your matter types — used across GeauxMatters and GeauxTracker — plus the branded emails, nurturing sequences, and segments that drive your marketing. In-house, on your own client and lead data, instead of renting a standalone platform.
What it does
Build the workflows and campaigns that power your practice.
GeauxPilot inside GeauxBuilder — drafts campaigns and sequences, suggests audience segments, and helps assemble workflows. See how GeauxPilot works across the suite →
Where it fits
Supports every workflow
Not a single stop — GeauxBuilder works throughout, whatever the matter.
The last step (GeauxMedQual) is conditional — engaged only when nursing-home asset protection becomes an issue.
Gather the right information, up front.