The Solution

Custodia.care helps families of adults with disabilities prepare for the future through organized document storage and transition planning. To support this mission, we built an intelligent "Digital Vault" system that automates the entire lifecycle of secure document management.

The solution integrated three core workflows into a seamless experience:

  • Instant Secure Vaults - Immediately upon signup, the system provisions a bank-grade secure Dropbox vault for the member, with zero manual admin intervention.
  • Automated Document Generation - Members fill out simple questionnaires for complex legal forms (like Guardianship or Power of Attorney). The system generates the official PDFs and auto-files them into their vault.
  • The "Successor" Protocol - A unique workflow that ensures continuity of care. When a member designates a successor, the system handles the secure verification and eventual handover of the entire document vault to the new caregiver.
  • Smart Naming & Organization - Every file is automatically named, tagged, and sorted (e.g., "[NEEDS NOTARIZATION]") so families always know the status of their documents.

This automation transformed Custodia.care from a consulting service into a scalable digital platform, allowing them to serve hundreds of families simultaneously without increasing headcount.

"ROI was visible within the first month. The automation handles our complex workflows perfectly, allowing us to focus on supporting families instead of managing files."

Director of Operations Custodia.care

The Results

By automating the entire onboarding and document management process, Custodia.care achieved immediate operational efficiency:

Metric Impact
Onboarding time Instant (previously 24h+)
Admin hours saved 20+ hrs/week
Document errors 0% (Automated validation)
ROI Realized Month 1

Long-term Impact

  • Scalability: The platform can now handle unlimited concurrent member signups.
  • Security: Permissions are managed programmatically, reducing the risk of human error in handling sensitive data.
  • Peace of Mind: Families trust that their "Successor" plan is automated and guaranteed to execute when needed.
"ROI was visible within the first month. The automation handles our complex workflows perfectly."
Director of Operations Custodia.care