MagicHelp | Socialworkly | Social Work Magic AI Tool

💬MagicChat is your real-time AI assistant, trained with social work knowledge and best practices. Use it to get ideas, draft content, rehearse conversations, and problem-solve on the fly.

Before You Start:

Never enter private or identifying client info
Always review and revise the AI’s response before using it professionally
Check your organization’s policies on AI use
Use your own professional judgment—this tool supports your expertise, not replaces it

How to Use:

Chat naturally, like you would with a trusted colleague
Continue the conversation anytime during your session—MagicChat remembers what you’ve said
If a response cuts off, type “continue” to pick up where it left off

Sample Prompts:

“What should I look for during my first home visit as an intern?”
“Write 10 calming phrases to help de-escalate an angry parent.”
“Create trauma-informed language for a court report.”
“How should I prioritize my time when I have multiple urgent tasks?”
“Help me role-play a conversation with a teen who won’t open up.”

📄MagicDocs helps you generate professional documentation fast. Whether it’s a case note, summary, letter, or report, you can build it using dropdowns and your own case context.

🛠 How It Works:

Set Your Variables:
Use the five dropdowns on the left side of the page to define:
- Perspective – Who is writing (e.g., social worker, intern)
- What to Create – Type of document (e.g., progress note, case plan)
- Tone – Style or voice (e.g., professional, trauma-informed)
- Audience – Who it's for (e.g., supervisor, client)
- Length – Short, standard, or detailed
Add Your Context:
In the text field, provide case-specific info
Example: “Create a service plan for a 15-year-old experiencing anxiety and poor school attendance. The caregiver is cooperative but overwhelmed.”
Submit & Review:
Your result appears in the panel on the right. Review it carefully.
Use the Tools Below the Result Panel:
- Add Details – Expand the content
- Expand – Make it longer or more comprehensive
- Simplify – Make the language more accessible
- Summarize – Get a shorter version
- Copy, Email, or Download your result
- Start New Search to begin again
MAX Tier Feature:
If you're a MAX subscriber, click Save Template if you would like to save your personalized prompt and dropdown selections for later use—creating your own custom template library for frequently used prompt combinations. You can find your library in your Member's Area (the dropdown where you log in and log out in the top right near the menu).

Don’t Forget:

Always adjust the output for accuracy, tone, and setting
This tool gives you a strong first draft—your clinical insight does the rest
Avoid copying without editing

Socialworkly MagicHelp How-To Guide

Welcome to Socialworkly—your AI-powered toolkit built specifically for social workers, interns, counselors, and helping professionals. This guide walks you through how to get the most out of MagicChat, MagicDocs, and MagicVoice - the three core features designed to save you time, reduce stress, and support your daily work.

⚠️ Important Reminders Before Using Any Tool in Socialworkly

Socialworkly is designed to support your work—not replace your professional judgment. Please keep the following best practices in mind:

Do not enter private, identifying, or confidential information.
Protect client privacy at all times. Never include names, addresses, birthdates, or other identifying details in your prompts.
Always review and revise AI-generated content before using it.
Check for grammar, tone, cultural relevance, bias, and accuracy. Tailor the language to fit your voice, role, and specific case context.
Follow your organization’s policies on AI tool use.
Before using any AI-generated content in official documentation or client interactions, confirm what’s allowed by your supervisor or agency.
Use these tools as a starting point—not a final product.
AI can help you brainstorm, organize, and write faster, but it cannot replace your clinical thinking, ethical judgment, or personal expertise.
This is not a source of legal, medical, or emergency advice.
Always consult licensed professionals for decisions involving legal issues, health concerns, or crisis situations. If your situation is urgent or life-threatening, call 911 or local emergency services.

💡 Need Help?

You can always engage the Socialworkly FAQ ChatBot at the bottom right hand corner of every page to get quick questions answered.

If you run into issues, have feature suggestions, or need some other specific assistance, we’ve got your back.
📧 Email us at: info@socialworkmagic.com and we will get back to you at our earliest convenience.
You support others—we’re here to support you.

MagicVoice is your voice-activated, real-time AI partner. It listens and responds to your spoken questions, prompts, or scenarios—like talking to a supportive, well-trained colleague.

What You Can Do:

Role-play conversations
Talk through tough cases
Get verbal guidance and planning help
Rehearse how to talk to parents, teens, colleagues, or supervisors
Brainstorm when you're stuck or overwhelmed

How to Use It:

Choose a voice from the dropdown
Click Start Conversation and allow mic access
Talk naturally—MagicVoice listens and responds in real time
Use the Pause, Restart, or End Conversation options as needed

A Few Reminders:

Don’t share confidential client info
This is not a licensed professional—use it for simulation and support
You stay in control—your ethics, insight, and judgment lead the way

What is Socialworkly?

Socialworkly is an AI-powered assistant built for social workers and helping professionals. It helps you write case notes, assessments, treatment plans, letters, progress updates, reports—and so much more. It’s like having a helpful colleague available 24/7.
How is Socialworkly different from ChatGPT?

Socialworkly was designed specifically for the social work field. It understands the language, tone, and documentation needs of social workers. It’s not a general AI—it's trained to support your work with trauma-informed, strengths-based, culturally responsive content.
Who is Socialworkly for?

If you’re a social worker, case manager, therapist, DV advocate, school counselor, or part of any helping profession, Socialworkly can support your daily documentation and communication needs.
How is Socialworkly different from AI scribe tools that record sessions?

Unlike AI scribes that listen in and auto-generate notes based on their interpretation of the session, Socialworkly requires you to enter the key info from your own notes. This keeps you in control of what’s emphasized, what’s left out, and how the documentation reflects your clinical perspective—not the AI’s guess.
How does Socialworkly’s pricing compare to other tools?

Most other AI documentation tools charge between $59–$99 per month, and many don’t offer the same range of features, prompts, or social work-specific language. Socialworkly is one of the most affordable, full-featured options available.
Can I use Socialworkly to write actual case documentation?

Yes! You can use what it generates in your real case notes, letters, or reports. Just review, revise as needed, and submit. Many users copy and paste directly into EHRs, progress notes, and court reports.
Why choose Socialworkly over tools that cost $59–$99/month?

With Socialworkly, you get a broader feature set for less money—plus a tool designed specifically for the language, documentation style, and ethical needs of helping professionals. Most high-cost alternatives don’t offer the same customization, trauma-informed tone, or flexibility.
I already used Social Work Magic—what’s the difference?

Socialworkly is version 2.0 of Social Work Magic. It’s faster, cleaner, and more powerful. If you were using Social Work Magic, you’ll feel right at home—but you’ll get a much smoother and upgraded experience. If you are moving over to Socialworkly from Social Work Magic, make sure to cancel your subscription on Social Work Magic so you don't end up paying for both services.
Is there a free trial?

Yes. We offer a free trial so you can explore how Socialworkly fits your workflow before committing to a subscription.
Can I use Socialworkly in Spanish or other languages?

Yes! Socialworkly can understand and respond in multiple languages. Just write your prompt in the language you prefer, and it will respond accordingly.
Do I need to be tech-savvy to use this?

Not at all. If you can type a question, you can use Socialworkly. There’s no coding, no setup, no special skills required.
What are the benefits of writing my own session summary instead of using an automatic scribe?

You get to filter what’s relevant, apply your training and professional lens, and create documentation that reflects the big picture of your case or treatment plan. Socialworkly helps you write faster and better—but never takes the pen out of your hand.
Is there a discount if I pay annually?

Yes—our MAX Unlimited Annual Plan is $469 per year, which saves you 20% compared to paying monthly. That’s like getting more than 2 months free.
How does Socialworkly compare to other therapist-focused AI tools?

Most other tools are built for therapists only. Socialworkly was created by a social worker for the entire helping profession—therapists, case managers, DV advocates, school social workers, and more. The language, prompts, and use cases reflect the diversity of roles in our field—not just clinical therapy.
How often is Socialworkly updated?

We’re constantly improving it based on user feedback. New features and scenarios are added regularly, and version 2.0 includes big improvements in speed, customization, and mobile access.
How does Socialworkly support ethical and accurate documentation?

By requiring you to input key session takeaways yourself, Socialworkly reinforces accountability, accuracy, and reflection. It’s not just about speed—it’s about making sure your notes align with your standards, your ethics, and your voice.
Can Socialworkly help with time-saving during busy workdays?

Absolutely. Socialworkly can draft documentation in seconds—whether it’s a letter to a teacher, a summary of a phone call, or a full case plan. Many users say it cuts their documentation time in half (or more).
I’ve used tools that write progress notes directly from the audio. Isn’t that easier?

It might seem easier, but those tools often over-simplify or misinterpret the conversation. Socialworkly gives you the final say. You’re the expert. It simply helps turn your clinical insights into clear, professional documentation.
Does Socialworkly work on mobile devices?

Yes! You can access Socialworkly from your phone, tablet, or computer. It’s optimized for mobile use, so you can generate documentation while you’re out in the field or between visits.
What types of prompts work best with Socialworkly?

The more detail you give, the better your results. For example: ✅ “Write a strengths-based progress note for a 12-year-old in foster care who’s adjusting to a new placement but struggling with sleep.” This works better than: ❌ “Write a progress note.”
Why doesn’t Socialworkly record or transcribe sessions automatically?

Because that shifts control away from the practitioner. When AI scribes create a narrative from raw audio, you risk losing context, tone, and judgment. With Socialworkly, you decide what matters. It’s a human-centered approach built for ethical, intentional documentation.
What are the subscription terms?

Socialworkly operates on a pay-for-access model, not a pay-for-use model. This means your subscription gives you ongoing access to the tools, whether you use them or not. By signing up for a trial and/or continuing into a paid plan, you agree that: - Charges will begin automatically after the trial unless canceled in advance - Subscription fees apply regardless of actual usage - You are responsible for managing your subscription and canceling if you do not wish to be billed - This policy is mutually agreed upon at the time of trial sign-up
What is the refund policy?

No Refund Policy for Subscriptions We offer a 3-day free trial so you can try out everything Socialworkly has to offer — no upfront payment required. If you don’t cancel before the end of the trial, your selected subscription plan will begin automatically and your payment method will be charged. Because we provide full access during the trial, we do not offer refunds for charges that occur after the trial ends - including initial payments or renewals. The trial is your window to explore and decide if Socialworkly is right for you. Subscriptions are pay-for-access, not pay-for-use. You are responsible for canceling on time if you do not wish to be billed. By continuing past the trial, you agree to these terms.