A conversation with a client ends. The work it created is just starting — the intake to record, the consultation to schedule, the confirmation to send, the calendar to keep straight, the follow-up nobody has time for. GuideHerd runs that work, so your people can spend their attention on the next conversation instead of the paperwork from the last one.
Somebody wrote the caller’s details on a pad. Somebody else checked whether the attorney was free, typed the appointment into a calendar, sent a confirmation, and made a note to follow up. None of that is legal work. All of it has to happen, in order, every time.
It is also where things quietly go wrong — the double-booking, the confirmation that never went out, the caller who was told someone would ring back. The cost is not one dramatic failure. It is the steady tax of coordination, paid by whoever happens to be at the desk.
GuideHerd takes that work as its job. One conversation ends; the platform records what was said, offers real times from the right attorney’s calendar, books it, confirms it, gives the client a way to change it, and keeps a record of all of it. Your team stays in charge and stays informed — they simply stop being the integration between one step and the next.
From the moment a caller is on the line to the moment the consultation is on the right calendar — and afterwards, when they need to move it.
The half most software skips: knowing what happened, changing how it works, and being able to undo it.
Nobody at your firm should have to learn a platform. They should open the one screen their job needs.
For whoever answers the phone. Capture the caller, the practice area, and the consultation type, then hand the call off with that context already attached — so the attorney is not asking the client to start over.
For the person who has to answer “what happened with that caller?” Consultations, notification delivery, booking exceptions, and event history — filterable by date, exportable, and scoped to your firm alone.
For the person who owns how it all works. Attorneys, practice areas, consultation types, office hours, notification routing, calendar bindings, and users — each change versioned, audited, and reversible on its own.
Your client gets a private link in their confirmation email. They can see the appointment, cancel it, or reschedule it themselves — and the calendar, the record, and your team’s view all stay in step without anyone re-keying anything.
GuideHerd reads real availability from your attorneys’ own calendars and writes appointments back to them. No parallel calendar to keep in sync, and nothing for your team to copy across.
These are on the roadmap and are not supported today. We would rather tell you that now than let you find out during onboarding. Ask us where each one stands before you plan around it.
Two rules we hold ourselves to. A firm should never discover during onboarding that something it counted on is a roadmap item, and no connection is ever made quietly.
Client information is the most sensitive thing your firm holds. These are properties of the platform, not promises about it.
Software that changes how a firm works needs someone on the other end of it. GuideHerd Success is an ongoing subscription — not a one-time training session — for the questions that come up in month seven as much as in week one.
The phone still rings the same number of times. What changed is what happens afterwards — nobody is chasing a confirmation or asking which calendar is right.”
Sample testimonial — illustrative language, not a real client quote. This space is reserved for firms using GuideHerd.
We will not publish a client quote, a firm name, or a number until the firm has said it and approved it in writing.
A short and honest list. We would rather have a page that fills in over time than one that opens full.
None of the following has happened yet. Each one gets a date here when it does.
The first release we are willing to call finished for the work it covers.
GuideHerd running against a live Microsoft 365 tenant, taking real work.
The first firm to pay for the platform and rely on it day to day.
Reception, scheduling, and notifications in daily use at a practising firm.
A thousand consultations scheduled and confirmed through the platform.
Practice-management connections beyond Microsoft 365 — Clio, Filevine, and Orion are the ones firms ask for most.
Two things, priced separately and honestly: the software that runs the work between conversations, and the people who help your firm keep it configured as the firm changes.
Half an hour, walked through end to end: a caller arrives, the consultation gets booked on a real Outlook calendar, the confirmation goes out, and the client reschedules it themselves — with the record of all of it in the Operations Center. Then an honest conversation about whether your firm is a fit.