Reviews are independent and based on our experience. Opinions are our own. Brought to you by ProbateCourtBond.com.
Reviews are independent and based on our experience. Opinions are our own. Brought to you by ProbateCourtBond.com.
“My Junna simplifies the guardianship management process, giving you one place to securely manage client details, store documents, complete court forms and schedule important tasks.”
My Junna (often stylized as “MyJunna”) is a cloud-based case management platform built for professional guardianship agencies and social service teams. It consolidates all client records, legal forms, schedules, billing, and care tasks into a single interface. The system is specifically designed for guardians who oversee multiple cases, not for individual or family guardianship. It includes features such as batch invoicing, user roles, and client portals to support team-based workflows. In short, My Junna functions as an all-in-one guardian management system that helps agencies stay organized and meet court requirements with less manual paperwork.
My Junna Software offers functionality similar to QuickBooks and Excel but is designed specifically for professional guardianship case management and handling multiple clients within one platform.
Intuit QuickBooks® and Microsoft Excel® are trademarks of their respective owners. Neither My Junna nor this site is affiliated with or endorsed by Intuit or Microsoft.
Purpose built for guardianship professionals – Developed specifically for agencies and care teams handling multiple clients, not for individual or household-level guardians
All in one case and client management – Brings together client profiles, documentation, scheduling, and invoicing in one secure online workspace
Designed for multi client operations – Supports high caseloads with features like client portals, staff roles, and task tracking across multiple users
Streamlined court documentation – Includes editable templates for forms and reports required by courts, making annual filings faster and more consistent
Built in time and expense tracking – Logs hours worked, travel, and costs per case for easy invoicing or internal tracking
Unified data system – Enables access to all client files and activities from a single login, improving organization and reducing duplication
Compliant and secure – Meets HIPAA standards with encrypted storage, role based access, and daily offsite backups to protect sensitive data
Personalized onboarding and ongoing support – Offers unlimited training sessions and direct contact with support staff to help agencies set up and scale confidently
Geared toward agencies, not individuals – My Junna is optimized for teams and may be more than what a single guardian or caregiver needs
Setup and training required – Agencies may need time to configure forms, assign user roles, and train staff on all available features
Pricing not easily visible – Cost details require direct inquiry and may not be immediately clear for smaller teams or new users
No standalone mobile app – While mobile browser access is supported, there is no dedicated app for on-the-go case entry
Too robust for basic users – The full feature set may feel excessive for those looking only for simple recordkeeping or financial tracking
Interface designed for professional workflows – Navigation is built around agency-level operations and may seem formal or complex to casual users
Customization costs extra – While flexible, certain custom forms or features may require additional fees or vendor involvement
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My Junna guardianship software brings together case management, task coordination, and client documentation in one platform designed for professional agencies. Users can manage multiple client records, track visits and communications, store legal and medical documents, and complete court-required forms from a single dashboard. With features for scheduling, time tracking, billing, and resource sharing, My Junna helps guardianship teams stay efficient and organized. Its centralized system allows agencies to oversee daily operations and long-term care plans while maintaining accuracy and accountability across every case.
Client case management – Organize client records, track visits and case notes, and manage care plans across multiple cases from one platform
Document and form storage – Upload, organize, and access legal documents, court forms, and personal files for each client securely
Scheduling and alerts – Coordinate tasks, appointments, and follow-ups for staff or guardians with built-in calendar and reminder tools
Billing and invoicing tools – Generate service invoices, track payments, and manage billing history across multiple guardianship cases
Time tracking by case – Record hours worked per client or task, supporting accurate reimbursement and audit preparation
Client portal access – Share updates, forms, or care information securely with authorized stakeholders through individualized portals
Centralized contact lists – Keep a structured list of care providers, attorneys, family members, and service vendors linked to each client
Customizable reporting – Build and export reports based on user-selected fields or templates to meet court or agency standards
Practice-wide dashboard – Monitor overall caseload, staff activity, and outstanding items in one agency-facing view
Data privacy and permissions – Use role-based access controls to secure sensitive medical, legal, and financial data
Audit trail tracking – Maintain a log of entries and updates to support accountability and historical reference
Onboarding and helpdesk support – My Junna provides training and support services to assist agencies with implementation and continued use
My Junna offers onboarding support and training resources tailored to guardianship professionals and agency staff. New users receive assistance with setup, role assignments, and system customization to match their organization’s workflow. The platform includes access to user guides, updates, and best practices for case management and documentation. Whether your team is organizing client files, coordinating schedules, or preparing forms for court, My Junna’s support tools are designed to help agencies operate efficiently, stay compliant, and manage care with confidence.
