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Professional Genealogy Guide

What Should Professional Genealogy Software Actually Do?

The best professional genealogy software depends on the work being done. Tree construction is important, but client research also needs case workflow, evidence provenance, research history, reporting, and controlled sharing.

Separate the tree from the investigation

A family tree models relationships. A case system should also model the research question, searches, evidence, conflicts, hypotheses, tasks, and conclusion history.

Preserve provenance

Documents should retain source URL or repository information, access details, related people, citations, and why the evidence matters.

Support negative research

Professional systems should make it possible to record searches that produced no result instead of only storing successful discoveries.

Handle DNA as evidence, not magic

Useful DNA tools connect match metadata, shared matches, cM, segments, relationship hypotheses, and documentary identities without pretending a match amount alone proves a relationship.

Export and hand off cleanly

Researchers need reports, portable data, version history, and a way to preserve the reasoning trail when a case is reviewed, transferred, or closed.

Put professional genealogy into practice

Build research skill in ProofTrail Academy and organize real investigations in the ProofTrail workspace.