Three simple organisation tools you can use or share with clients. They are free to open and download, require no account, and ask for no personal information online. Choose the parts that suit the conversation; your own intake, advice and requirements remain the guide.
- Handover checklist: confirmed time/place, items travelling and practical follow-up. Markdown download.
- Factual record template: separates direct observations, source statements, uncertainty and later clarification. Includes a worked fictional example. Markdown download.
- Appointment preparation checklist: purpose, questions, requested material and next actions. Markdown download.
A fictional sample walkthrough
The following public product screenshots show fictional family information. They illustrate screens, not a real client or an actual professional report. The layout may vary by device and version.
- Find the relevant family week. The sample Home screen shows a care-period overview and a route to exact times in Calendar.
- Keep supporting files findable. The sample Documents screen shows folders and sample care/school files.
- Review selected material. The sample Reports screen shows a saved sample report and the report controls. Reports are a paid capability; check current limits and review original records before relying on a summary.
Custody Companion brings family schedules, communication, records and peer support into one connected workspace. A parent can start independently; inviting a co-parent is optional. A parent controls what they export or share. The app does not replace professional judgement or provide legal advice, and does not guarantee a legal outcome or acceptance of a record.
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You may share links to these resources and print them for a conversation with attribution to Custody Companion. No referral commission, endorsement, exclusive relationship or client-data exchange is implied. Check what your organisation permits before adding a product link to an official resource list.
Prepared by Custody Companion. Updated October 14, 2026. General organisation information; not legal advice.
