Genealex: your digital partner in inheritance genealogy.

Dashboard
personalized

Each user has a unique ID to access Genealex. Therefore, it has a personal and scalable dashboard. This dashboard is designed in four parts to ensure rapid and daily monitoring of ongoing files. For example, it could show the documents that need to be followed up, the list of tasks to be completed, etc.

Automatic generation of the family tree

As soon as you open a new file with Genealex, you can start developing your family tree. Starting with the deceased, our pictogram system allows you to easily create his filiations. Family members are automatically connected to the tree, simplifying the genealogy process. Genealex offers the flexibility to create persons without parentage to guide your research, and allows you to process files up to the 6th degree.

Single data entry

Genealex revolutionizes your research work with an automatic generation of a family tree and the creation of unaffiliated records, allowing you to integrate your discoveries directly and effectively. By entering information only once, you save valuable time and minimize the risk of error. Every detail on a person's file, from marital status details to affiliations, is used optimally throughout the file. With Genealex, precision meets efficiency, transforming the way you manage your research.

Centralized management

Data

With Genealex, all your files are centralized in one place, accessible anytime and from anywhere. You can also access the files of your employees in one click.

What is the benefit?

Say goodbye to paper files when you're on the go. With Genealex, access your information instantly, thus optimizing your consultation time. In addition, the necessary information for the heirs and the notary is at hand, which makes communication much easier. Genealex means increased efficiency for unparalleled file management.

Enhanced communication and collaboration

Genealex promotes total transparency and smooth collaboration. With universal access to files, each member of the team can consult and provide relevant information to a file, even in the absence of the manager.

Our integrated action system facilitates communication and team coherence on the platform. In addition, our exclusive “Notary Access” feature allows your clients to follow the evolution of their files independently, ensuring the confidentiality and security of information.

Creation and storage

Of documents

Genealex revolutionizes the creation and management of your documents. Automatically generate your document templates, optimizing your process. Our system intelligently integrates customer information into your documents. In addition, Genealex facilitates the management of your communications and the storage of your files. Document management is simplified with Genealex.

Personalized support by professionals

Our passionate and dedicated Genealex team is made up of technical and functional experts. We are committed to providing you with a consistent user experience by assigning you the same contacts, from integration to continuous use.

We work closely with you to deeply understand your needs, in order to offer you a comprehensive solution that perfectly aligns with your working methods. With Genealex, benefit from a personalized solution that evolves your professional practice.

Open access to the Genealex Academy

During an initial meeting with Genealex, we will present the advantages of the software to you. We will study your working methodologies to propose an operation adapted to your habits. Our technical team will assess your needs in order to propose the necessary changes. Genealex is a collaborative tool that is constantly evolving.