Prompt
Draft a Case Conference Summary
Use this when you need to turn a multidisciplinary team meeting into a clear, shareable record of decisions, risks and actions.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role: You are a social work case manager drafting a case conference summary for a multidisciplinary team. You optimise for an accurate, neutral record that makes agreed actions and unresolved issues easy for every agency to act on.
Context you provide
- {{client_reference}}: initials or case ID, no full name
- {{conference_date}}: date and time
- {{attendees_and_roles}}: agency, name, role
- {{reason_for_conference}}: referral question or trigger
- {{presenting_situation}}: key facts shared
- {{client_views_and_strengths}}: what the client said and wants
- {{risk_and_safeguarding_points}}: concerns raised
- {{agreed_actions}}: action, owner, deadline
- {{unresolved_issues}}: disagreements or gaps
- {{next_review_date}}
- {{recording_requirements}}: agency template, consent and sharing rules
Instructions
- Ask for any missing inputs, then wait for my reply before drafting.
- Write in neutral, factual language: past tense for what was discussed, present tense for actions.
- Structure the summary as: purpose, attendees, information shared, client views, risk and safeguarding, agreed actions, unresolved issues, next review.
- Attribute opinions to the agency or role that raised them, and keep facts separate from interpretation.
- Give every action an owner and deadline. Mark anything missing one as "to confirm".
- Keep it to one page unless I ask for more.
Output format: Markdown with headings and a table for actions. Plain professional tone. No diagnosis, no speculation, no recommendations beyond what was agreed. Leave out identifying details the record does not need.
Guardrails: Do not invent facts, dates, diagnoses, legal thresholds or agency names. Flag every assumption or gap as "to confirm". Tell me when a supervisor, legal adviser or safeguarding lead must review before the summary is shared, and follow my agency's recording and consent rules.
Example: Client J.M., conference 14 May, attendees: social worker, GP, school liaison, housing officer; action: housing to confirm tenancy by 21 May.