Capabilities of Advocord

Advocord guardianship software combines financial tracking, document management, medical recordkeeping, and secure collaboration in one easy-to-use system. Users can create dependent profiles, log activities, share data with attorneys or family, and generate court-ready reports. With built-in reminders, audit trails, and support tools, Advocord simplifies guardianship administration and promotes organized, transparent recordkeeping.

• Financial management tools – Track income, expenses, and account balances for each dependent or estate.
• Automated reporting – Generate summaries and reports suitable for court filings or annual accountings.
• Document storage and organization – Upload and store legal documents, receipts, statements, and correspondence in secure cloud folders.
• Medical and care tracking – Record appointments, prescriptions, healthcare providers, and emergency information.
• Dependent profiles – Maintain individual records for multiple wards, clients, or dependents in one account.
• Activity logging – Keep a running log of important actions, visits, and communications for accountability.
• Secure data sharing – Allow controlled access for attorneys, co-guardians, family members, or care professionals.
• Dashboard overview – View financial summaries, alerts, and upcoming tasks from a single screen.
• Audit trail and transparency – Every entry is time-stamped and traceable, helping avoid disputes or the appearance of impropriety.
• File export and print options – Download data or print reports for court submission or offline records.
• Task and reminder tools – Track deadlines, renewals, and filing dates to stay compliant with court schedules.
• Custom categories – Adapt expense or income categories to match court formats or specific case types.
• User support and tutorials – Built-in guides and human support for new users and fiduciaries under supervision.