Extract Custody Factors From Evaluation Report

---
name: extract-custody-factors-from-evaluation-report
task_id: trusts-estates-private-client/extract-custody-factors-from-evaluation-report
description: Closes the gap where agents summarize a custody evaluation report without applying the governing best-interest factors, cross-referencing supporting documents against the evaluator's methodology, and providing litigation strategy recommendations for each identified gap or inconsistency.
activates_for: [planner, solver, checker]
---

# Skill: Extract and Categorize Custody Factors from Evaluation Report

## 2. Failure modes the skill is correcting

- Summarizing the evaluator's conclusions without organizing the memo around the applicable best-interest factors; the analysis must track each governing factor, including any factor the evaluator omitted or treated implicitly.
- Failing to cross-reference travel records, communication logs, temporary-order compliance, and similar source documents against the evaluator's narrative; inconsistencies between documents and conclusions must be isolated, not blended into a general summary.
- Accepting psychological test interpretations without testing the underlying methodology; missing score data, unexplored elevations, absent cutoffs, and unreported raw results are common weaknesses.
- Overlooking process defects in how the evaluation was conducted, including missing releases, incomplete child assessment, unverified third-party statements, or reliance on materials outside the proper record.
- Treating vague parenting-condition recommendations as sufficient when they lack measurable benchmarks, timelines, or implementation language that a court can order.
- Stopping at issue spotting without converting each gap into a concrete litigation-useful next step.

## 3. Legal frameworks / domain conventions that apply

- Best-interest factors: analyze the report against the jurisdiction’s controlling custody or parenting-time factors, not just the evaluator’s preferred themes; cite the governing statute, rule, or case law used in the matter.
- Parenting-capacity evidence: use documentary evidence to test claims about stability, availability, cooperation, and support for the child’s relationship with the other parent.
- Psychological testing — MMPI-2: interpret elevated clinical scales in context of parenting function; if an elevation is identified but not explained, that is a methodological gap affecting weight.
- Psychological testing — PSI-4: compare each parent’s score to the applicable clinical cutoff; where scores are reported but the cutoff framework is omitted, flag the analytical deficiency.
- Behavioral observation instruments: numerical domain scores should be captured when available; qualitative paraphrases without the underlying numbers are harder to test and may support a challenge to weight.
- Right of first refusal: if a parent was traveling or otherwise unavailable during scheduled parenting time, assess whether substitute care was offered to the other parent before third-party care was used, if the governing order or plan contains such a provision.
- Privilege and releases: therapy records, counselor communications, and similar materials may require a valid release; note where the evaluator appears to rely on records without identifying the authorization path.
- Housing, safety, and parenting-condition recommendations: recommendations should be framed in court-usable terms, with measurable benchmarks where the source material supports them.

## 4. Analytical scaffolds

1. Identify the controlling best-interest factors first, using the governing authority in the source materials or applicable jurisdictional framework, and then analyze the report factor by factor.
2. For each factor, extract: the evaluator’s stated finding, the supporting facts cited, the source documents that corroborate or contradict those facts, and the litigation significance of any mismatch.
3. Inventory every assessment instrument, interview, collateral contact, or record review described in the evaluation; for each, note what was measured, what score or result was reported, and what interpretive framework was used.
4. Compare reported parenting-time, travel, work, and communication assertions against the temporary order, calendars, logs, and other documents; identify concrete overlap or contradiction points rather than generalized discrepancies.
5. Review the record-gathering process for authorization and completeness; identify missing releases, unexplained reliance on hearsay, or omitted child-specific observations that may affect admissibility or weight.
6. For each gap, inconsistency, or methodological weakness, translate the problem into a litigation action: targeted cross-examination, request for raw data, motion to supplement, supplemental evaluation request, or proposed order language.
7. If a recommendation is vague, rewrite it as an implementable directive with a responsible actor and practical benchmark.

## 5. Vertical / structural / temporal relationships

- The temporary custody order is the baseline for testing compliance and parenting-time allocation; compare the evaluator’s assumptions to that baseline before drawing conclusions.
- Travel documentation, employer records, expense logs, and calendar entries are the primary cross-check for claimed unavailability.
- Communication records, message logs, and contact attempts can confirm or undermine claims about cooperation, access, and willingness to support the child’s relationship with the other parent.
- Later-occurring conduct may be relevant only insofar as it informs the evaluator’s time period; keep the chronology clear and separate pre-evaluation facts from post-evaluation developments.
- If multiple parents, children, instruments, or time periods are implicated, analyze each separately and do not collapse them into a single composite assessment.

## 6. Output structure conventions

- Produce a single custody-factor analysis memorandum.
- Start with a short introduction that identifies the court matter, the evaluator, the governing authority, and the source categories reviewed.
- Then provide a factor-by-factor analysis. For each factor, use a consistent substructure: evaluator finding, corroborating or conflicting evidence, gap or inconsistency, and litigation implication.
- Use a separate methodology/issues section for evaluation-process defects, testing weaknesses, record-access problems, and other reliability concerns.
- End with a Recommended Actions block that converts each significant gap into an action item.
- Include a severity label for each issue using a consistent ordinal scale defined once at the outset, and apply it uniformly.
- Tie each recommendation to a specific issue and state the responsible role and the practical timing anchor drawn from the record or the case posture.
- Where a legal proposition is stated, identify the supporting authority by name and section, rule, or case reference rather than stating the conclusion alone.
- Keep the memorandum analytical and court-usable; avoid narrative padding, and do not substitute a summary of the evaluator’s conclusions for an evidence-based factor analysis.