My Proxima has been established since 2025 across all administrative circuits for managing legal protection measures. For family guardians as well as professional representatives, the platform is no longer an optional supplement: it conditions access to management reports, follow-up documents, and the history of each measure.
My Proxima and read-only access: autonomy under technical constraint
The protected adult accesses their account statements, administrative documents, and the history of their measure without waiting for a letter or a physical appointment with their representative. This direct consultation reduces daily dependence on the guardian to obtain basic information.
The structural limit is clear: the protected adult remains in a reader position, never an actor. No modification of information, no initiation of action is possible from their space. This locking mechanism is not a design flaw; it is a technical translation of the legal framework of guardianship and enhanced curatorship, where management actions fall under the representative’s responsibility.
We observe that this architecture creates an operational paradox. The tool promises autonomy, but the functional scope granted to the protected adult is limited to consultation. For simple curatorship measures, where the individual retains the ability to act on certain routine matters, the interface does not reflect this gradation of rights. All protection profiles are treated with the same level of restriction, regardless of the decision of the guardianship judge.
A detailed description of these mechanisms is available via my Mon Proxima account on Le Cercle des Seniors, which outlines the features accessible according to the type of measure.
Annual management accounts and preparation for judicial review
The preparation of annual management reports intended for the guardianship judge constitutes a significant part of the work of representatives. My Proxima centralizes supporting documents (bank statements, invoices, certificates) in a single space, simplifying the assembly of the file.
The export of data remains dependent on the format imposed by each court. Some judges still require paper documents or specific Excel spreadsheets. The platform does not automatically generate a management account compliant with the format expected by all jurisdictions. The representative often has to reformat the extracted data, which diminishes the claimed time savings.
For non-professional family guardians, the difficulty is more acute. The accounting nomenclature used in My Proxima assumes familiarity with the categories of income and expenses specific to guardianship management. Without prior training, the risk of classification errors in the management account submitted to the judge persists, even with a digital tool.
Data security and legal compliance of My Proxima
My Proxima processes sensitive data as defined by the GDPR: banking information, medical documents, identity papers, judicial decisions. The expected level of protection exceeds that of a simple document management application.
- Authentication and access: each profile (representative, protected adult, authorized family member) has differentiated rights. The compartmentalization of access prevents an unauthorized family member from viewing the entire file.
- Document storage: supporting documents are archived centrally, eliminating dispersion between email boxes, physical folders, and personal storage spaces.
- Traceability of actions: each consultation, each document submission is timestamped, providing evidence in case of disputes regarding the management of the measure.
The open question concerns data portability. If a representative changes software or if the measure is transferred to another professional, the complete migration of the file out of My Proxima is not publicly documented. This point deserves clarification with the publisher before committing to exclusive archiving on the platform.
Limits of My Proxima for non-professional family guardians
Professional judicial representatives (MJPM) use My Proxima in conjunction with Proxima, the comprehensive guardianship management software published by the same organization. The coherence between the two tools is inherent. For a family guardian, the situation is different.
The family guardian often discovers the platform after being appointed by the judge, without structured technical support. The interface assumes a level of digital proficiency that not all family caregivers possess, especially when it comes to elderly parents designated as guardians of an adult child with a disability.
- The absence of an offline mode (mobile or desktop) complicates use in areas with poor network coverage or during trips to institutions.
- Communication between the guardian and the protected adult via the platform remains limited: no integrated messaging or notification system that can be configured by the adult themselves.
- No integrated training module guides the family guardian in their legal obligations (initial inventory, annual report, request for authorization for disposal acts).
These shortcomings do not undermine the usefulness of My Proxima for document centralization and banking follow-up. They highlight that the tool is primarily aimed at professionals, and its adaptation for family users remains a work in progress.
The framework for the legal protection of adults is evolving towards an increasing digitization of exchanges with the jurisdictions. My Proxima occupies a central place in this transition, provided that the gap between the actual rights of the protected adult and the functionalities offered by the platform gradually narrows.