Grace Notes helps practitioners capture the work, structure the evidence, review the AI draft, and carry the same information through assessments, tasks, CPD and reporting.
A simple workflow for busy practitioners who need usable records, not another admin burden.
1. Capture the visit
Record the key conversation, observations, location context and visit notes while the work is fresh.
2. Review with evidence
Turn rough notes into a structured draft, then keep the practitioner in control before anything becomes a record.
3. Build the assessment
Move linked visit or capture evidence into statutory templates, safeguarding prompts, risk analysis and SMART outcomes.
4. File, reflect and follow up
Prepare exports, CPD evidence, tasks and calendar follow-up without rebuilding the same information twice.
Magic Notes-style tools are strong at capturing and summarising conversations. Grace Notes is designed to carry that work through the wider professional record.
Best when the main need is rapid conversation capture and summary.
Useful for recording, summarising, reviewing and copying notes into an existing case system.
Often suited to larger organisational rollouts where the case management system already exists.
The practitioner still needs to review carefully, edit the draft and manage follow-up elsewhere.
Best when the practitioner needs the full thread of practice in one workspace.
Capture the visit or quick note, structure the evidence, build the assessment, track risk, create CPD and manage tasks.
Linked source evidence can be pulled into empty assessment fields so the practitioner is not rebuilding the same record twice.
Designed for independent practitioners, small teams and practices that need professional tools without enterprise complexity.
Keeps AI as an assistant to practice judgement, not a replacement for the practitioner.
Social work records need more than speed. Grace Notes is designed around consent, review, auditability and professional accountability.
For independent practitioners who need a calm, mobile-first record of practice.
Up to 20 clients
For small agencies and teams who need shared visibility and safer follow-up.
Up to 100 clients
For established practices that need deeper reporting, exports and governance.
Unlimited clients
All plans include a 14-day free trial. Card required. No charge until your trial ends.
Grace Notes gives practitioners a calmer way to capture practice, evidence decisions, prepare reports and keep CPD moving without losing the human judgement at the centre of the job.