A platform, and the people who keep it fitting your firm.

The GuideHerd platform

One subscription per firm. Every capability listed here is working now. Pricing is set after a short conversation about your firm’s size and how intake runs now — we would rather quote something we can stand behind than publish a number that fits nobody.

Intake & the prepared handoff

• Receptionist Console for whoever answers the phone
• Caller, practice area, and consultation type captured before the transfer
• The attorney receives the call with that context already attached

Consultation scheduling

• Real availability read from your attorneys’ own calendars
• Microsoft 365, Microsoft Graph, Outlook, and Exchange Online
• Appointments written back to the calendar the attorney already lives in
• Office hours, consultation types, and routing configured per firm

Notifications & appointment management

• Confirmation email on booking
• A private link the client can use to cancel or reschedule themselves
• Cancellation and rescheduling kept in step with the calendar
• Notification routing configurable per notification type

Operations & administration

• Operations Center: consultations, delivery records, exceptions, event history
• Administration Portal: attorneys, practice areas, users, providers, hours
• Audit history on every change, and per-change reversal
• Usage metering per firm, per month

Security & isolation

• Tenant isolation: your firm’s data is reachable only by your firm
• Configuration management — credentials referenced by name, never displayed
• Provider access reporting: what is connected, and with what access
• Provider capability management — nothing is enabled until you enable it

Not included, and not implied: practice-management integrations. Clio, Filevine, and Orion are planned and are not available.

GuideHerd Success

An ongoing subscription for the questions that keep arriving after go-live. This is not a training course with an end date; it is the person your administrator emails when the firm hires an associate or opens a practice area.

What it covers

• Onboarding new staff, whenever you hire
• Administrator training for the person who owns setup
• Workflow configuration — making the platform match how your firm works
• Provider configuration and Microsoft 365 integration guidance
• Adding attorneys and practice areas as the firm changes
• Best practices from how other firms have set things up
• Adoption support as new GuideHerd capabilities ship

Plans

• Included with every platform subscription: onboarding sessions, the administrator walkthrough, and written reference material
• GuideHerd Success — $149/month per firm (or $1,500/year), up to 10 users. Ongoing sessions, configuration help, new-staff onboarding, and capability briefings
• Founding rate — $99/month for the first ten firms
• Scoped private work — deeper role-specific sessions or on-site, quoted per engagement from $1,500

Why a subscription rather than a handover

• Firms change; configuration has to change with them
• The person trained at go-live is often not the person administering it a year later
• New capabilities are worth nothing if nobody knows they arrived

See GuideHerd Success in full

What you are buying

Both halves, together. A firm that has the software but nobody to help configure it ends up back where it started — with the work between conversations landing on whoever is at the desk.

You get

• The platform, for your whole firm, with every capability above
• Your Microsoft 365 connection set up with your IT, not around them
• The three consoles — reception, operations, administration
• GuideHerd Success alongside it, for as long as you subscribe

What we will tell you before you buy

• Exactly which integrations exist and which are planned
• What the platform does not do, and what it will never do for you — it prepares work and keeps records; your people talk to your clients
• Whether your firm is a fit. If it is not, we would rather say so on the call