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What you'll accomplish

By the end of this guide, you'll use Claude to draft individualized service plans — complete with SMART goals, action steps, and plain-language client copy — in under 30 minutes instead of 2–3 hours.

What you'll need

  • A Claude account (free at claude.ai — Pro version recommended for longer plans)
  • Your assessment notes or case facts for the client's situation (no identifying information)
  • Your agency's service plan format or template (for reference)
  • Time needed: 15 minutes to learn; 20–30 minutes per service plan after that
  • Cost: Free / $20/month for Claude Pro

How-To Guide: Service Plan Drafting with Claude Pro

Step 1: Sign Up for Claude

Go to claude.ai. Click Start for free and create an account with your personal email.

What you should see: A clean chat interface ready for your first message.