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What you'll accomplish

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

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.

Tools:ClaudeMake