Doc Plan is a workspace built specifically for Family Group Conference coordinators, one place for referrals, invitations, documents and time logs, from first contact to closure report.
A single Family Group Conference can involve a dozen family members, multiple professionals, weeks of preparation and a paper trail spanning referral forms, invitations, follow-up calls, plans and closure reports.
Most coordinators stitch that together with spreadsheets, Word documents and memory. It works, until you're running six referrals across three authorities and something slips.
Doc Plan replaces the patchwork with one purpose-built workspace, so every referral follows the same clear path and nothing gets missed.
Capture the referral, family network, children and admin details the moment they arrive.
Build the invitee list, track invitations and follow-ups, and send templated messages.
Record the conference details, attendance and the family's plan on the day.
Export your worksheet and closure report, formatted and ready to submit.
Family Group Conferences put families in charge of their own plans. Doc Plan exists to give coordinators more time for that work, and less time wrestling spreadsheets.
You work with sensitive information every day. Your data is stored securely, handled in line with UK GDPR guidelines, and protected by row-level security, meaning only your signed-in account can access your referrals. We never share or sell your data, and we only use functional cookies related to your login and account.
Every feature, from the worksheet's 5-minute increments to invite templates, comes directly from the day-to-day reality of coordinating conferences across multiple authorities.
Start a 7-day free trial and run your next referral through Doc Plan end to end.