PersonalClientCare (PCC) provides specialized software designed to organize, automate, and digitize the processes involved in legal guardianship. This all-in-one solution leverages cloud technology and automation to streamline administrative tasks, allowing legal guardians to focus more time on client care. The platform ensures data security through German data centers while offering an intuitive interface for efficient workflow management.
Funding
Funding not disclosed
Founders
Product
Problem
Professional guardians and caretaking offices must manage extensive paperwork, regulatory reporting, and client data handling under strict German data protection laws, leading to high administrative overhead and limited time for direct client care.
Solution
PersonalClientCare (PCC) delivers a cloud-native, all‑in‑one platform that automates core guardianship processes through rule‑based workflows and AI‑assisted document generation. The web‑based interface runs on Windows and macOS, with data synchronized in real time across devices, so users can access up‑to‑date records from any location. Built‑in compliance checks enforce GDPR, § 35 SGB I and § 203 StGB requirements, while encrypted storage in German data centers guarantees legal security. Integrated eBO messaging and accounting modules streamline communication and billing without leaving the system. A guided migration tool imports legacy client data in minutes, enabling a rapid switch from legacy solutions. Ongoing, free support via phone, email, or video ensures uninterrupted operation.
Target Audience
The solution targets professional legal guardians, curators, and estate‑administration offices—including solo practitioners, multi‑user agencies, and caretaker associations—that require compliant, efficient case management.
Features
- AI‑driven workflow engine that auto‑populates guardianship forms, court filings, and financial reports
- Real‑time cloud synchronization with role‑based access control and end‑to‑end encryption
- Native integration of eBO (arveo secom) for secure messaging and document exchange, supporting unlimited inbound and outbound messages in the premium plan
- Automated compliance validation for GDPR, social‑data protection (§ 35 SGB I) and confidentiality (§ 203 StGB) with audit‑ready logs
- One‑click data migration from competing systems, completing transfer of client records in under five minutes
- Cross‑platform UI optimized for Windows 10+ and macOS 10.14+, with full‑HD display support and responsive design
- Centralized dashboard for case management, billing, and reporting, customizable per user role
- Free, on‑demand support via phone, email, or video conference, with optional personalized onboarding sessions