Family Systems & Case Review is a confidential, records-based consultation designed to help attorneys and families make sense of complex case materials across multiple systems (family, education, disability services, and guardianship-related contexts). The focus is on translating large volumes of technical documentation into clear, functional implicationsso decision-making and case preparation are grounded in what the records actually show.

This service is intentionally consultative and non-testifying. It is designed to support strategy, understanding, and organization behind the scenes, without producing opinions intended for court submission.

What the service involves

A Family Systems & Case Review is typically completed in structured phases:

Referral clarification and confidentiality framing
We begin by clarifying who is retaining the service (attorney, parent/guardian, or other professional), the purpose of the review, and the intended use of the consultation. When the retaining party is an attorney, the work can be structured to support privileged case preparation.

Records collection and organization
Relevant materials are gathered and organized for review. Records may include:

• IEPs and educational records

• Functional capacity assessments

• Service plans and progress notes

• Prior expert reports

• Psychological, vocational, or medical summaries (records only)

• Affidavits/declarations (reviewed for consistency of functional descriptions, not credibility)

Functional and systems-level analysis
The review focuses on identifying patterns and practical implications across key domains, including:

• Functional consistency: Whether abilities and limitations are described similarly across settings and whether conclusions are supported by observations.

• Systems interaction: How family, school, and service systems intersect and where expectations, supports, or assumptions conflict.

• Gaps and non-accusatory red flags: Missing functional data, over-reliance on labels, unsupported conclusions, or areas needing clarification.

• Strategic clarity: What information appears strong, what appears weak, and what additional clarification or evaluation may (or may not) be useful.

Consultation and synthesis
Findings are provided in a structured, usable format. Depending on the case, this may be delivered through consultation calls/strategy sessions and/or a written summary designed for informational use.

What you receive

Deliverables are flexible by design and may include: - Consultation calls or strategy sessions - Functional summaries of records - Issue-spotting and clarification outlines - Confidential case review memoranda (when requested).

Many attorneys prefer minimal or no written product to preserve confidentiality; the format can be tailored to the needs of the retaining party.

What this service does not do

To preserve professional boundaries and the consultative nature of the work, this service does not: - Provide opinions intended for filing with the court - Draft affidavits or reports designed for submission (unless expressly requested and scoped) - Make custody, capacity, or other legal determinations - Replace forensic, clinical, or testifying expert evaluations - Testify or act as an expert witness.

Who benefits from Family Systems & Case Review

This service may be helpful for: - Attorneys preparing, evaluating, or organizing complex cases - Parents seeking clarity before or during legal proceedings - Guardians and advocates navigating multi-system involvement - Professionals coordinating across education, services, and family systems.

Family Systems & Case Review provides clean, structured insight helping the retaining party understand what the records support, where information is unclear, and what questions may need to be answered next.