SKILL/TREE

Claude skills for Professional Services.

5 skills built for professional services workflows. Each one installs in a single command and works in Claude and ChatGPT.

Professional services work is mostly paperwork that looks like client work — SOAP notes after back-to-back therapy sessions, client update emails that stack up while a case is in discovery, intake packets you re-create from scratch every time a new client signs on. This category has 5 skills built specifically for that gap: the documentation and client communication tasks that eat an hour a day but never quite make it onto the calendar.

The buyers here are solo and small-firm practitioners — therapists, CPAs, bookkeepers, attorneys — who don't have a paralegal or admin coordinator handling first drafts. The skills work by letting you paste raw notes or a data dump you already have, and returning something close to sendable: a DAP-compliant session note, a January document checklist personalized to a client's tax situation, a plain-English case update, a full new-client onboarding packet. No reformatting, no starting from a blank page. Browse the catalog below to find the one that matches the task sitting on your desk right now.

Professional Services

Therapist SOAP & DAP Session Notes Structurer

Paste rough session bullets → audit-tested DAP or SOAP note with medical necessity, modality vocabulary, and risk documentation.

Therapist SOAP and DAP session notes structurer
$3.99
Professional Services
Pro

Tax Season Client Intake Form & Checklist Generator

Tell it the client's prior-year schedules → email-ready intake form + document checklist organized by Schedule C, E, D, K-1, FBAR.

Tax-season client intake form and checklist
$9.99
Professional Services

Lawyer Client Update Email Writer

Case notes + milestone in, plain-English MRPC-compliant client update email out — with adverse-development coaching when news is bad.

Lawyer client-update email writer
$3.99
Professional Services

Therapist Client Onboarding Packet Generator

Tell it your license + state + modality → complete therapist onboarding packet with informed consent, financial agreement, and intake form.

Therapist client onboarding packet generator
$3.99
Professional Services

Monthly Close Narrative Writer

Paste a P&L + a callout or two — get a polished 'here's what happened this month' client letter in your firm's voice.

Bookkeeping monthly close narrative writer
$3.99

Frequently asked about Professional Services

Which skill should I start with if I'm a therapist drowning in session notes?
Start with the Therapist SOAP & DAP Session Notes Structurer. You paste in whatever shorthand or bullet points you jotted during or after the session, and it returns a properly formatted SOAP or DAP note with clinical language — typically in under a minute. If onboarding new clients is the bigger bottleneck, the Therapist Client Onboarding Packet Generator covers welcome letter, informed consent, intake form, and policies in one shot.
Can I use these skills in ChatGPT or only Claude?
The skills on Skill Tree are designed to run with Claude, but the underlying prompts work in any capable chat model including ChatGPT. The output format — SOAP notes, client emails, intake packets — doesn't change based on which model you use, so pick whichever you already have access to.
How does the tax intake skill actually work for a CPA firm?
The Tax Season Client Intake Form & Checklist Generator takes a client's schedule list — W-2, Schedule C, rental income, whatever applies — and returns a personalized intake form plus a document checklist you can email directly. It's built for January prep work when you're trying to get 40 clients organized before the rush hits.
I'm an attorney. Can I use these skills to write client update emails without giving away privileged details?
The Lawyer Client Update Email Writer is designed for exactly that — you paste your internal case notes and it produces a plain-English summary email appropriate for the client to read, without requiring you to forward raw notes. You control what you paste in, so privilege stays where you put it.
Is there anything here for bookkeepers who send monthly reports to clients?
Yes — the Monthly Close Narrative Writer is built for that workflow. Paste your P&L and note a couple of callouts (a big expense month, a revenue dip), and it returns a client-ready narrative paragraph you can drop into your monthly report or email. It's faster than writing from the numbers every time.
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