Doc Plan
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Built for Family Group Conference coordinators

Every conference,
perfectly coordinated.

Doc Plan keeps your referrals, invitations, documents and time logs in one place — from first contact to closure report.

Start 7-day free trial

Then £24.99/month · Cancel anytime

Overview

Manage all your referrals across every authority

See every active referral at a glance — authority, current stage, status and family name. Filter by authority or status in one click. Pin the cases you're actively working so they're always at the top.

  • Camden, Lambeth, Southwark and more
  • Tile or list view — your choice
  • Pinned referrals always front and centre
  • Reference number visible on every card
Referrals3 active
  • Williams familyLambeth
    LB-2025-0142
    Active
  • Okafor familyCamden
    CAM-2025-0091
    Active
  • Patel familySouthwark
    SWK-2025-0203
    Paused
Invitees1/3 confirmed

  • Sandra Williams

    Mother

  • Michael Williams

    Father

  • Grace Okafor

    Grandmother

↑ Try changing a status using the dropdown

Preparation

Track every invitation, every follow-up

Build your invitee list from the family network. Update each person's status as you reach them — invited, confirmed, declined. Log follow-ups with date, method and notes so nothing gets missed.

  • One-click status updates per invitee
  • Follow-up log with contact method and notes
  • Email and text message templates built in
  • Live confirmed/total count on your dashboard
Worksheet

Your time log, always ready to export

Log direct and indirect professional time, mileage and fares against every activity. Running totals update instantly. Export to CSV in one click — formatted and ready to submit.

  • Direct & indirect time in 5-minute increments
  • Mileage and fares tracking
  • Running totals always visible
  • CSV export with UTF-8 encoding (£ displays correctly)
Worksheet
5.3h direct

  • Initial family contact

    12 Apr 2026Direct 45mIndirect 20m

  • Pre-conference meeting

    18 Apr 2026Direct 1h 30mIndirect 30m

  • Conference facilitation

    25 Apr 2026Direct 3hIndirect 45m

Try clicking on the edit icon to change the time

Ready to run your first conference?

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£24.99/month after trial · Unlimited referrals · Cancel anytime