Grace Notes

Implementation Guide for Organisations
A comprehensive guide to deploying Grace Notes across your social work teams, from initial discovery to full operational readiness.

About Grace Notes

Grace Notes is a professional documentation and case management suite designed specifically for UK social work practitioners. It combines AI-powered voice transcription, statutory assessment templates, and CPD tracking to reduce administrative burden while maintaining full regulatory compliance.

🎙️ Voice-First Documentation

Dictate visit notes on mobile, automatically transcribed and structured to statutory templates.

📋 Statutory Assessments

Care Act, MCA, and safeguarding assessments with AI-assisted analysis and PCF alignment.

📊 CPD Portfolio

Automatic logging of reflective practice hours with SWE-compliant evidence trails.

🔒 Compliance Built-In

GDPR-aligned, audit-ready, with role-based access and full data residency in the UK.

Implementation Timeline

Our standard implementation follows a 6-week pathway from discovery to go-live:

Week 1-2

Discovery & Planning

  • Stakeholder mapping and requirements gathering
  • Technical environment assessment
  • Data migration scoping (if applicable)
  • Success metrics definition
Week 3

Configuration & Setup

  • Organisation workspace creation
  • User provisioning and role assignment
  • Assessment template customisation
  • Integration configuration (SSO, existing systems)
Week 4

Training & Pilot

  • Administrator training sessions
  • Practitioner onboarding workshops
  • Pilot group deployment (5-10 users)
  • Feedback collection and refinement
Week 5-6

Rollout & Go-Live

  • Phased team rollout
  • Hypercare support period
  • Performance monitoring and optimisation
  • Success review and next steps planning

Pricing Overview

Grace Notes offers flexible pricing to suit teams of all sizes:

Plan Price Best For Key Features
Starter £29/month per user Individual practitioners Voice notes, basic assessments, CPD tracking
Professional £49/month per user Small teams (2-10) All Starter + AI analysis, team collaboration
Enterprise Custom pricing Organisations (10+) All Professional + SSO, API, dedicated support

🎁 30-Day Free Trial

All plans include a 30-day free trial with full feature access. No credit card required to start. Cancel anytime.

Technical Requirements

Supported Browsers

Chrome 90+, Safari 14+, Firefox 88+, Edge 90+ (latest versions recommended)

Mobile Apps

iOS 14+ and Android 10+ for voice dictation and offline capture

Integrations

SSO via SAML 2.0 / OAuth 2.0, REST API for case management system integration

Data & Security

Support & Success

📞 Dedicated Success Manager

Enterprise customers receive a named contact for ongoing optimisation and quarterly reviews.

📚 Knowledge Base

Comprehensive documentation, video tutorials, and best practice guides available 24/7.

💬 Priority Support

Email and chat support with 4-hour response SLA for Professional and Enterprise plans.

🔄 Continuous Updates

Regular feature releases informed by practitioner feedback and regulatory changes.

Ready to Get Started?

Book a discovery call with our implementation team

Email: hello@grace-companion.co.uk

Phone: 0203 657 3367

Or visit grace-companion.co.uk/grace-notes to start your free trial