For guardianship practices
Guardianship intake, captured with the sensitivity these matters require
Ward information, family dynamics, capacity-assessment context, and prior involvement of state agencies — structured intake for the specific complexities guardianship and conservatorship matters carry.
Intake
What the guardianship intake pack collects
- Ward — full name, date of birth, current living arrangement, capacity history
- Family dynamics — relationships, prior conflicts, competing interests
- Capacity assessment context — medical providers, prior evaluations
- Financial status — assets, income sources, benefit eligibility
- Prior involvement of state agencies, APS reports, or court proceedings
- Petitioner relationship to the ward and consent of relevant parties
Includes profiles for elder guardianship, minor guardianship, and kinship arrangements.
Why generic intake forms fail for guardianship
Guardianship matters are sensitive in a way generic intake doesn't handle well. The relevant context is private — family history, capacity history, financial vulnerability — and asking those questions in a flat web form feels invasive without producing structured data your team can act on.
MatterReady frames the questions in plain English with practice- area-specific tone. The data is structured for the petition, confidential by default, and available to the right roles on your team — not exposed in a free-text dump.
Integrations
Connected to the tools guardianship practices run on
Clio Manage and Clio Grow
Qualified matters sync to Clio with ward records, family contacts, and prior-involvement flags already structured.
NetDocuments
Capacity evaluations, medical records, prior orders, and signed engagement letters sync to the matter in NetDocuments.
Role-based access
Sensitive ward information is visible to the right roles on your team. Audit logs capture every view and edit for compliance review.