Phase 1
Intake, case setup, and preliminary review
The evaluation begins with review of the court order and the specific questions to be addressed, such as legal custody, parenting schedules, or relocation. Required disclosures and informed consent are completed, including acknowledgment that the evaluation is non-confidential and that the report will be submitted to the court.
Parents may be asked to complete personal-history questionnaires, family chronologies, and financial information. The retainer and payment schedule are established before formal sessions begin.
Phase 2
Clinical interviews
Each parent participates in individual, semi-structured interviews to discuss personal history, parenting philosophy, routines, and goals. The evaluation may include multiple individual sessions. A joint parent interview may be considered if the evaluator determines it is safe and appropriate.
Children may also meet individually with the evaluator in an age-appropriate, supportive setting to share their experiences and needs.
Phase 3
Direct observations and psychological testing
Parent-child interactions may be observed in structured activities. Home visits may be conducted at each parent’s residence to understand the child’s living environment. Standardized psychological or parenting assessments may be included when appropriate or ordered by the court.
Phase 4
Collateral information and records
With appropriate releases and permissions, relevant records may be reviewed, such as school, medical, therapy, or court records. The evaluator may also contact professional collaterals who know the child, including teachers, pediatricians, daycare providers, or therapists. Parents may be asked to provide a focused list of family members or caregivers who regularly observe their parenting.
Phase 5
Synthesis, report, and recommendations
Information gathered during interviews, observations, records review, and any assessments is considered together. The evaluator prepares a formal report for the court, presenting findings and recommendations related to the child(ren)’s best interests. The scope and format depend on the court’s order and the specific evaluation.