The succession genealogy software, sized for your practice.
The same professional foundation used by larger practices, sized for a team of two or three. Simple to get started, built to grow with you.
A complete support experience, from setup to training your team.
No setup commitment · hosted in France · GDPR compliant
The same professional rigour, sized for a human-scale practice
The SME Edition uses the same foundation as larger practices, sized for a team of two or three. The standards stay the same: time saved on every case, reliable evidence, and a strong relationship with your notary.
One entry, every documentCase data feeds the family tree, letters and the tables sent to the notary. One entry, no re-typing elsewhere.
Every document in its placeRequests, evidence and documents linked to the case, to the family member, and to their status. Nothing gets lost, everything stays traceable.
Progress at a glancePending follow-ups, today's actions and dormant cases on a single dashboard. You always know where each case stands.
What the SME Edition includes
The complete professional foundation. These are the platform's core features, without the advanced integration and customisation options.
Succession cases
Automatic family tree
Documents and requests
Actions and communications
Notary access
Genealex Academy
SME Edition or Enterprise Edition
What each edition covers, point by point.
SME Edition
- Price — €375/month, annual commitment, no setup fee
- Users — 3 included, +€125/month per user
- Cases and family tree — Included
- Documents and templates — Standard templates, optional packs
- Tree colours — Standard codes
- External integrations (API, notarial software) — No
- Training — Group session online, once a month
- Support — Tickets
€375/month, annual commitment
Enterprise Edition
- Price — Setup + licences, custom quote
- Users — Unlimited
- Cases and family tree — Included
- Documents and templates — Custom templates
- Tree colours — Customisable
- External integrations (API, notarial software) — Yes
- Training — Tailored, at your practice
- Support — Dedicated account manager
Custom quote, setup + licences
Beyond 10 users, the Enterprise Edition becomes more cost-effective.
Packs to add whenever you need them
Each pack is expressed in work time saved, not just in euros.
Ready-to-use templates: civil status record requests, contracts, powers of attorney.
On-demand support for your cases and your configuration.
Monthly online session for a new team member. No travel required.
From the call to your first case
- 1
15-minute call
We check together that the SME Edition fits your practice.
- 2
Setting up your environment
Your dedicated instance, hosted in France.
- 3
Group training
One online session per month, the first offered in September.
- 4
Ongoing support
Tickets, Academy, packs to add as needed.
Questions we're often asked
The SME Edition includes 3 users in its base price, but you can start with fewer team members: the price stays the same as long as you stay within those 3 users. Each additional user beyond 3 is billed at +€125/month.
You add users at +€125/month each. Beyond ten users, the Enterprise Edition becomes more cost-effective; we help you make the switch when the time comes.
This depends on the format of your current data. We discuss it together during the 15-minute call to assess what can be migrated and how.
A group online training session is included every month, with the first one offered for September sign-ups. For a new team member joining later, additional training is available through a dedicated pack.
The SME Edition is billed with an annual commitment. The exact terms are confirmed with you during the 15-minute call.
Yes. The notary has secure access limited to the cases that concern them, with PDF and XML exports.