A capacity petition rises or falls on functional evidence, not diagnoses.
Guardianship capacity record review services assemble what a capacity petition is decided on: diagnoses, cognitive testing with dates and scores, documented functional limitations, medication effects and each physician certificate on file, all cited to their pages. The capacity determination belongs to the clinician and the court.
The statute names the evidence. The probate court weighs it.
We do not build for a case type until we can name the standard that defines a correct output and the person who grades the file against it. In guardianship and conservatorship petitions, both are already published.
3 steps between the record and the petition.
Send the respondent’s records
Primary care and specialist notes, neuropsychological or cognitive testing, hospital records, medication lists and any prior evaluations, in any format.
We return the digest, page-cited
Diagnoses, testing with instruments and dates, the functional limitations the record actually documents, and the medications that bear on cognition.
The evaluator and the court decide
The clinician completes the certificate under their own license; the court decides whether and how far to limit rights. The digest is the cited record beneath both.
A digest of the record, not a determination of capacity.
We assemble and cite what the record documents. We do not assess capacity, complete or sign a physician certificate, opine on whether a guardianship should issue, or recommend the scope of any limitation. Those are clinical and judicial decisions, and they stay that way.
In the demo case, page 140 turned out to belong to a different patient. In a capacity file, a misattributed cognitive score is the kind of error that costs someone their rights, so it is quarantined rather than carried.
The rules the platform never breaks.
EVERY LINE CITED
HIPAA, under a signed BAA
Every file is handled under our Business Associate Agreement, from the first byte.
Never trains a model
Your records are never used to train any AI model — ours or anyone else's.
Every line cited
If we can't cite it, we don't say it. Every sentence links to its source page.
Deleted after delivery
Files are deleted 30 days after delivery, with a full audit log of every access.
7 capabilities behind every capacity record digest.
The capacity record digest is one deliverable of the same platform that reads, sorts, and cites the whole record.
Medical Records OCR
Every page read in full, including handwritten office notes where functional observations usually sit.
Medical Chronology
Testing and functional entries assemble in date order, so decline or stability is visible rather than asserted.
Verifiable AI Citations
Every limitation in the digest links to the entry that documents it. Diagnoses alone are not carried as limitations.
Medical Summary Reports
It exports into the evaluator’s certificate worksheet or the petition exhibit in your format.
Medical Record Deduplication
Forty charts pulled from multiple practices and EHR migrations carry their share of duplicate visit notes. Each is matched and collapsed to one canonical record, so the prescribing pattern is read once per real encounter.
Missing Records Identification
A prescribing pattern read across 40 charts is only as sound as the file behind it. When a chart references a visit, refill, or referral that never made it into the production, the gap is flagged before the pattern goes to the board.
Cross-Exam Simulator
A board investigator or defense counsel builds a case from the chart abstraction. This tool maps the questioning a physician facing that hearing is likely to face on the gaps and pattern in their own record. A rehearsal tool, not legal advice.
Guardianship capacity review, answered.
Send one file. We'll tell you what we can read.
No obligation. If the case type is buildable we'll scope it; if it isn't, we'll say so.