The Contract Form is used to document the issues, goals and tasks to be accomplished. Note that it includes tasks and timelines for both the social worker and the client. The Contract form promotes transparency and empowerment by promoting a collaborative process.
The Case Summary Form is used to summarize important family (or individual) assessment information including family history, financial information, social support, concerns, strengths and challenges. In addition, it summarizes goals, tasks and timeline information. After the intervention phase, a closing summary documents progress towards goals and the need for further services.