Everything the court will ask about, in one record
Guardian and trustee features switch on for legal programs. They sit on the same client, banking and staff records as the rest of Exact, so nothing is entered twice.
Court orders and dates
Track court orders, court dates, accounting periods and parties of interest for every case.
Scope of appointment
Record the scope of each legal appointment, and generate legal forms that merge client data into your own Word templates.
Bonded and blocked funds
Manage bonded and blocked (restricted) funds separately from spendable balances.
Budgets and inventory
Set and manage client budgets, and keep a personal inventory alongside bank accounts, investments, insurance and real estate.
Client contact reminders
Reminders keep each guardian on a best-practice schedule of direct contact with the people they serve.
Alerts before problems
Get alerts for overdrafts, stagnant funds, resource limits, appointments, bills due and missed contact.
Court accountings, built from everyday entries
Every deposit and payment is categorized when it’s entered. When the accounting period closes, Exact produces the court annual accounting automatically, without a separate spreadsheet.
- Court annual accounting reports
- California and Wisconsin court accounting formats
- Florida accounting forms for numerous counties
- Detailed transaction history for any period
- SSA and VA reports for clients who also have a payee or fiduciary appointment
Court accounting formats built in
File in the format your court expects, generated from the same entries your staff make every day.
Bill your time from the same system
Staff record time and expenses against each client as they work. Exact turns billable activity into invoices.
- Set billing rates by task, program or person
- Create invoices and invoice reports automatically
- Collect invoice payments from client funds
- Record payments from outside sources and track what’s due
Controls a multi-guardian office needs
- Role-based segregation of duties
- Assign staff to client groups and redistribute caseloads
- A staff coverage calendar for absences and shifting caseloads
- A personal dashboard for each guardian: caseload, alerts, calendar
- SOC 1 compliant, with a separate, encrypted database for each organization
$5.25 per active guardianship client, per month
Plus $20.75 a month for Premier Support. No up-front license, and closed cases cost nothing. A 60-client guardianship practice pays $335.75 a month.
Also serve as representative payee? Payee clients run in the same system at $2.63 a month, with SSA reporting and deposit-file posting built in.
Rep payee softwareGuardianship software questions
What is guardianship software?
Software that helps a court-appointed guardian, conservator or trustee manage a person’s case and finances. That means recording court orders and deadlines, keeping each person’s funds separate, and producing the annual accounting the court requires.
Does Exact produce court accountings for my state?
Exact has California and Wisconsin court accounting formats built in. In Florida, where forms vary by county, it includes forms for numerous counties. Everywhere else, it produces a standard court annual accounting report. Tell us which court you file with and we’ll show you the report during your demo.
What happens to a case when it closes?
Inactivate the client. The record stays in Exact for retention, and inactive clients aren’t billed.