From assessment to care plan, before you're back at your desk.
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 SmartPlans users
"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.
The client's voice is in the care plan
SmartPlans captures what the client actually said - in their own words, in the moment. Not a summary written an hour later from memory. The conversation itself, cited in a person-centred care plan.
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
Simple, transparent pricing
Start with 3 free hours - no commitment, no card required.
Your free hours are enough for 2–3 full assessments, so you can see the difference before you spend anything.
After your free trial, SmartPlans runs on a simple pay-as-you-go model: £3.50 per recording hour, billed at the end of each month. You only ever pay for what you use.
If your team runs a lot of assessments, ask your Customer Success Manager about our subscription plans - you'll get a lower hourly rate in exchange for a monthly minimum.
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.
Start your free trial
Fill in the form below - your trial will be activated within two working days.
If you support more than 140 care recipients, or are part of a network or franchise, please contact your customer success manager or support@birdie.care to talk through the options that work best for a team of your size, instead of filling in the form.
Documents you should read
Before submitting this form, please read:
- Birdie Terms and Conditions
- SmartPlans Free Trial Terms
- SmartPlans Additional Product Terms
- SmartPlans Data Processing Agreement
- SmartPlans Privacy Notice
About your SmartPlans free trial
SmartPlans is available to business customers only. By submitting this form, you are entering into a legally binding agreement with Birdie Care Services Limited on behalf of your agency or company. You must only complete the form if you have legal authority to sign up to contracts on behalf of your agency or company. On completion of this form, we will email the billing contact on file for your agency to notify them that you have completed this form.
Your free trial includes 3 hours of SmartPlans recording per Agency Hub. These hours are available to you immediately on activation at no charge, subject to these SmartPlans Free Trial Terms.
How and when your trial turns into a paid subscription
Once your 3 free hours are used, SmartPlans automatically transitions to a pay-for-use plan. No further action is required from you - billing begins from the moment your free hours run out. There is no separate notification that your trial has ended; it is your responsibility to monitor your usage.
If you do not wish to continue with SmartPlans, you must cancel before your free hours are exhausted (see How to withdraw from the free trial, below).
Pricing
Once your free trial hours are used, you will be billed on a pay-for-use basis at the rate of £3.50 per recording hour. Usage is rounded up to the nearest full hour at the end of each billing cycle.
Alternatively, if you prefer predictable monthly costs, a subscription plan is available from as little as £2.00 per recording hour (minimum 5 hours per month), with rates varying by volume commitment. Speak to your Birdie account contact or email support@birdie.care if you are interested.
Fees may be adjusted annually in line with CPI or up to 10% (whichever is higher), with at least 30 days' written notice. Full details are set out in the SmartPlans Additional Product Terms.
Contracts and billing
- Pay-for-use: No fixed term. Your plan continues on a rolling monthly basis until cancelled. Billing is monthly in arrears, through your normal Birdie invoicing process.
- Subscription plan: Fixed term, aligned with your main Birdie subscription. Renews automatically. Billing is monthly in arrears, through your normal Birdie invoicing process.
How to withdraw from the free trial
If you wish to withdraw from the free trial before your 3 free hours are exhausted, you must:
- Send written notice of cancellation to support@birdie.care.
- Cancellation takes effect within 2 business days of our receipt of the email.
You will not be charged for any usage within your free 3-hour allowance.
How to cancel the paid plan
Pay-for-use plan: Send written notice of cancellation to support@birdie.care at least 10 days before the end of the current calendar month. Cancellation takes effect on the first day of the following calendar month. Notice received fewer than 10 days before month end will take effect on the first day of the second following calendar month.
Subscription plan: Send written notice of cancellation to support@birdie.care at least 90 days before the end of your current SmartPlans subscription term or Renewal Period. Notice given fewer than 90 days before the end of the term will not prevent automatic renewal.
Note: cancelling SmartPlans does not automatically cancel your main Birdie subscription. These are separate.
Concerns, complaints and contact
For any questions, concerns or complaints about SmartPlans, please contact us at: support@birdie.care.
For any questions, concerns or complaints relating to data protection, please email dpo@birdie.care.
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 in line with the principles of data protection and privacy by design. All data is held securely, and in line with the UK GDPR.
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.
