GuideHerd Success is an ongoing subscription for the questions a firm actually has — in month seven as much as in week one. New associate to onboard. New practice area to add. A workflow that should work differently now.
A handover is a moment. A firm is a moving thing.
Most software is handed over once, to one person, on one afternoon. Then the firm changes and the configuration does not.
The person trained at launch is often not the person administering it a year later. The knowledge leaves with them unless somebody is still available to ask.
Firms hire, add practice areas, open offices, and change how consultations are routed. Every one of those is a configuration change somebody has to know how to make.
New capabilities are worth nothing if nobody knows they arrived. A release note is not adoption.
Included with every platform subscription
Every firm that adopts GuideHerd is set up properly to begin with: the platform configured to how your firm actually works, and the people who will use it walked through it.
Includes
Ongoing partnership
The subscription that keeps the platform fitting the firm. Configuration help, training for whoever joins next, and a briefing whenever a new capability ships.
Includes
Live, role-specific, or on-site
For firms that want deeper hands-on support: role-specific sessions, an internal champion, or a full-firm rollout with people in the room.
Includes
Success plans are priced per firm, not per seat, for the first ten users. Scoped work is quoted after a short call. Platform pricing is separate — see platform pricing.
For legal and professional services clients
GuideHerd is administrative and operational software, and GuideHerd Success is administrative and operational help. We do not provide legal advice, do not decide conflicts, do not create attorney-client relationships, and do not send client communications without your firm’s approval. The platform prepares work and keeps records; your people talk to your clients.
Is onboarding included?
Yes. Every platform subscription includes configuration and walkthrough sessions for the people who will use GuideHerd.
Do we have to subscribe to Success?
No. The platform stands on its own. Most firms keep Success because configuration questions keep arriving — but it is a separate decision, and you can stop it without losing the platform.
Can you train new hires later?
Yes — that is one of the main reasons firms keep the subscription. New-staff onboarding is included in Success rather than quoted each time.
Will you make configuration changes for us?
We will walk your administrator through them, and on the Managed Configuration plan we will sit down monthly and do the work alongside them. Your firm always holds the administrative access.
Do you work with our IT provider?
Yes, and we prefer to. Microsoft 365 connections are set up with whoever administers your tenant, not around them.
Do you offer on-site sessions?
Yes, by quote. Remote is the default because it is faster and cheaper for the firm. On-site makes sense for a full-firm rollout.
Onboarding comes with every subscription. GuideHerd Success keeps the configuration fitting the firm as it changes. Scoped work covers everything deeper than that.
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