Run every matter, end to end.
The modern, AI-native alternative to legacy practice management.
Manage the full matter lifecycle in one place — engagement, work, closing, maintenance, reporting, invoicing, and calendar/scheduling. Each matter runs on the workflow built for its type in GeauxBuilder, customizable per matter, with GeauxPilot AI native throughout.
What it does
Run every matter, end to end.
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Full matter lifecycleEngagement through closing, maintenance and reporting — one system of record.
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Billing & invoicingGenerate invoices and track what's owed, per matter.
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Calendar & schedulingDeadlines, events and calendars tied to each matter.
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AI-native throughoutGeauxPilot drafts tasks, deadlines and next steps as the matter moves.
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 GeauxBuilder.
The last step (GeauxMedQual) is conditional — engaged only when nursing-home asset protection becomes an issue.
Gather the right information, up front.