Guardianship and conservatorship matters are high-stakes and paperwork-dense. Families are stressed. Courts want complete files. Your software should reduce missing exhibits and repeated interviews - not pretend to replace local procedure.

The guardianship workflow Relaw supports

1. Structured intake for proposed wards and petitioners

Build or customize a questionnaire covering:

Proposed ward / respondent details
Petitioner and proposed guardian information
Family and interested parties
Assets and income categories
Medical and capacity-related document uploads (as your ethics and privacy rules allow)
Prior estate planning documents

Relaw's branded intake links help families upload records to the Matter Vault instead of emailing sensitive PDFs ad hoc.

2. Capture consults and status conferences notes

Use the AI Notetaker on Zoom, Meet, Teams, or phone. Link meetings to the matter so recommendations, deadlines, and "documents still needed" lists stay with the file.

3. Generate petition and reporting packs from firm templates

Upload your jurisdiction's petition set, notices, proposed orders, inventories, and annual report templates as DOCX/PDF. Generate from questionnaire data, then review before filing.

4. Pipeline the ongoing duty calendar

After appointment, stages matter: inventory due, annual report due, accountings, renewals. Relaw pipelines and automations help staff chase missing information before deadlines - while your court calendar remains authoritative.

5. Sync to your PMS

Keep Clio or another supported system updated through Relaw integrations when billing and calendaring live there.

What not to expect

Relaw is not a statewide e-filing bot for every probate/guardianship court
Relaw does not independently certify medical capacity
Relaw is not itself SOC 2 certified; infrastructure providers are SOC 2 Type II certified

Related guides

Related Relaw guides

Conclusion

Guardianship practices win on completeness and calm communication. Relaw's questionnaires, vault, packs, notetaker, and pipelines are built for that operational reality.

Set up guardianship workflows in Relaw →