The assessment ends at the client's door. Not two hours later.
A first assessment is two things. The conversation with your client, and the write-up you do after. We know that write-up can take hours – time you spend in the car, back at the office, or on the sofa at 9pm.
SmartPlans gives you that time back, so you can focus on what matters most.
You talk. Birdie listens.
And the care plan’s ready.
Step 1:
Run your assessment meeting as normal.
Just press record in the Birdie app.
Step 2:
SmartPlans listens, transcribes the conversation, and suggests answers in the care plan.
Step 3:
Review and confirm every answer. High-risk clinical questions are left for you to answer – the final decision is always yours.
Hear from our co-development partners
"I absolutely love using SmartPlans for our care assessments - it's amazing! I really like how it captures the important details from our conversation and turns them into useful notes – things I wouldn't have ordinarily jotted down myself. It's so clever and makes things so much faster."
Gemma Pethick,
Care Team Manager at Carol Spinks
"The AI picked up all the details, so I could be fully engaged and focus on my client's needs. She loved the whole experience, saying there was 'no way she would go with any other company' after the visit."
Charlie Hazell,
Field Care Supervisor at Alina Homecare
"SmartPlans elevate person centred care planning to a whole new level. By presenting the preferences and choices of people who use care services in their own words, it provides carers with a powerful insight into what truly matters to that individual."
Mat Spinks,
Director at Carol Spinks
How SmartPlans helps you and your team
The assessment happens during the visit, not after it
The write-up that used to take hours now happens in minutes. SmartPlans fills in the care plan for you, ready for your review.
It lives in Birdie – not alongside it
The transcript, the suggestions, and the final care plan are all in one place, on the client's Birdie record. No more copy-pasting between apps.
You stay in control of every clinical decision
High-risk clinical questions get no AI suggestions at all. For everything else, you review and confirm every answer before it's saved. The AI does the paperwork. You do the clinical judgment.
Every answer comes with its receipt
See exactly where every suggestion came from. Click any answer to see the quote from the transcript it's based on.
Turn assessment speed into new business
When a council needs someone to start on Monday, or a family needs care arranged by the end of the week, being able to say "yes" wins the business. SmartPlans helps you say "yes" more often.
Why choose SmartPlans?
Built into your workflow, not bolted on
Standalone transcription tools can save you time typing, but they create new work – like switching apps, searching for information, and endless copy-pasting. SmartPlans is different. It's built directly into Birdie, keeping everything in one place.
Other tools
Record in a standalone app
Search for relevant info
Copy and paste answers one by one
Manage a separate login and system
Only the recorder sees the transcript
SmartPlans
Record directly in the Birdie app
Get answers suggested in the assessment
Simply review and confirm
Everything is in one place
The whole team can access transcripts
Our philosophy: AI in plain sight
We believe AI in care should work the way care professionals work: transparently, collaboratively, and accountable to the people it serves. This means every AI feature Birdie builds follows three key principles:
Visible: The whole circle of care – not just the care manager, but the carer and client – can see how AI is being used.
Explainable: If a client can’t understand the role of AI in their care, we shouldn’t be using it.
Controllable: Decisions stay in human hands, where they should always be.
This is a fundamental philosophy about how AI should work in a sector built on human judgment, accountability, and trust.
Be the first to know when SmartPlans launches
Get ready to transform your assessment process. Register your interest today and we'll notify you as soon as SmartPlans is available.
Frequently asked questions
Isn't AI too risky for clinical assessments?
That's why we built SmartPlans the way we did. For high-risk clinical questions, you write the answers yourself. For complex judgements, SmartPlans highlights relevant quotes, but you write the answer. Only standard, lower-risk questions get an AI suggestion, and you must review and confirm every single one. It's smart assistance, not dangerous automation.
We already use another transcription tool.
How does SmartPlans compare?
We've heard that with standalone tools, you save time recording but then spend it searching and copy-pasting into Birdie. SmartPlans solves this: it's built directly into your workflow, and the whole team can access transcripts, which isn't always possible with other systems.
What about data privacy and GDPR?
SmartPlans is built with data privacy as a core principle. All data is held securely within the Birdie platform in line with GDPR, not on third-party servers. Crucially, your data is never used to train any AI models.
What will the CQC think of this?
SmartPlans is designed to support CQC compliance. It feeds directly into Birdie’s assessment templates, which are built to align with CQC standards. By providing a clear, auditable trail from the initial conversation to the final care plan – with every answer cited back to the source – SmartPlans helps you demonstrate that your process is safe, effective, and responsive.
My team isn't confident with technology.
Will they be able to use SmartPlans?
If your team can use the Birdie app, they can use SmartPlans. You hit 'record' before the conversation and 'stop' when you're done. The AI works in the background, so when you open the assessment, the information is already there for you to review.
Get your assessment time back
SmartPlans is launching soon. Join the waitlist to be one of the first agencies to turn assessment conversations into care plans in minutes.
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