Guardianship associations manage hundreds, sometimes thousands of protection measures simultaneously. Each case involves judicial deadlines, bank accounts to reconcile, letters to produce, and documents to archive.
The Mon Proxima application, published by Tutelle Au Quotidien as a complement to the Proxima software, offers a digital component aimed at protected adults and their relatives. The question for organizations is less about the tool itself than about its actual effect on daily administrative burdens.
Decree No. 2024-659 and separate bank accounts: a game changer for guardianship associations
Since January 1, 2025, each protection measure must be linked to a separate bank account. Decree No. 2024-659 also requires that the management account now covers the entire calendar year, from January 1 to December 31.
For a guardianship association managing several hundred measures, this means an increase in bank reconciliations, supporting documents, and submissions to the guardianship judge. The reference period aligned with the calendar year simplifies the time frame but increases the documentary production at the end of the fiscal year.
It is in this regulatory context that the Mon Proxima application for guardianship associations plays a complementary role to the Proxima software. By making information related to the measure accessible to protected adults and their families, the tool reduces the number of phone inquiries and requests for paper copies that burden the appointed delegates.
Digital transmission of supporting documents to the guardianship judge: what Mon Proxima concretely enables
The external control of management accounts has been strengthened by the same decree. Associations must submit supporting documents to the registry or the judge, and the digitization of these documents becomes a productivity as well as compliance issue.
Proxima, the professional software, includes an electronic document management system (EDMS) and manages bank teletransmission. Mon Proxima operates downstream: the protected adult or their family can directly consult the documents shared by the representative, without the need for the latter to prepare a postal shipment or respond to an individual request.
Reduction of administrative back-and-forth
The gain is not found in a spectacular module, but in the reduction of repetitive micro-tasks. A relative checking the balance of an account or the details of an expense does not generate a call to the service. A protected adult who finds a digitized letter in their space does not request a duplicate to be sent.
Feedback from the field varies on the extent of this gain. Organizations whose protected adults are comfortable with digital tools report a notable decrease in inquiries. For those assisting populations less familiar with digital tools, the effect on administrative burden remains more limited.
Administrative management of protection measures: limits to identify
Mon Proxima is a web application accessible via a browser. It is not downloaded like a traditional app from a store, which poses a first barrier to use for individuals who are not familiar with internet navigation.
- The tool depends on activation by the professional representative: without configuration on the Proxima side, no access is created for the protected adult or their relatives.
- The data hosted in France meets the requirements for protecting sensitive data, but each association must verify the compliance of its own document-sharing practices.
- Consultation is read-only: the protected adult cannot modify or enter information, which limits the participatory aspect of the tool.
These constraints do not disqualify the tool, but they outline a precise usage perimeter. Mon Proxima does not replace the Proxima management software, it serves as an extension focused on transparency and communication with protected individuals.
Ongoing training obligation for MJPMs and the role of digital tools
Judicial representatives for the protection of adults are subject to a continuing education obligation. Recent regulatory changes, particularly the ongoing reform in 2026 regarding protection measures for adults, emphasize the need to master digitization tools.
The challenge for guardianship associations goes beyond simply choosing software. It involves integrating the digital dimension into the practices of each appointed delegate, including those managing curatorship measures where the adult retains some autonomy in managing their actions.
Curatorship and digital access for the protected adult
In simple curatorship, the protected adult independently manages routine administrative actions. Access to Mon Proxima allows them to track operations related to acts of disposition, for which the curator intervenes. This visibility reduces misunderstandings and disputes, two frequent sources of administrative burden for services.
In reinforced curatorship or guardianship, the access perimeter is more regulated. The representative configures the visible information, which requires initial setup work per case. The time invested in configuration is recovered in the following months through a decrease in incoming requests.
Guardianship associations and budgetary pressure: digital tools as a variable for adjustment
Budgetary concerns expressed by MJPMs in recent years relate to the funding of measures as well as the available human resources. Automating repetitive tasks (deadline reminders, letter preparation, document filing) frees up time for direct support of protected individuals.
- Proxima manages deadline alerts, prepares letters with pre-filled references, and detects duplicates.
- Mon Proxima relieves teams from recurring information requests by providing direct access to shared data.
- The bank teletransmission integrated into Proxima eliminates the manual handling of files during reconciliations.
The interplay between the two tools forms a coherent set for organizations handling a high volume of measures. The available data do not allow for precise quantification of hourly gains per delegate, but the logic of reducing non-value-added tasks is documented by the publisher.
The regulatory framework applying to guardianship associations since 2025 makes digitization less optional than before. The challenge is no longer to adopt a digital tool but to integrate it into an already strained operation, where every hour saved on administration can be reinvested in the human follow-up of protected adults.