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.
Nothing about the work has changed. What changed is that the calendar, the mailbox, and the appointment can now sit in one connected environment instead of three. GuideHerd connects to Microsoft 365, so for a firm already running there it reads real availability from the attorneys’ own calendars, creates the appointment on those calendars, and sends the confirmation from the firm’s own mailbox. There is no parallel calendar for the office to keep in sync, and nothing for your team to copy across.
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.
Your receptionist stays in charge. GuideHerd carries the prepared information forward so the caller does not have to start over, and your firm can see what the system did — not just what it promised.
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?” A KPI strip of today’s handoffs, then the record behind it: sessions, notification deliveries, booking exceptions, and event history — searchable across all three, filterable, with column controls and CSV export, and scoped to your firm alone.
For the person who owns how it all works. Focused workspaces — setup, firm, scheduling, catalog, notifications, access — with settings search across all of them. 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. Firms can also choose to activate digital intake forms and secure document upload with malware scanning — both stay off until your firm turns them on.
These are real screens from the shipped product — not mockups — populated with a fictional sample firm. Every console runs dark by default, with a light theme one click away.
Sample data shown is fictional (“Ashford & Bell, LLP”); no client or customer information appears in product imagery.
Client information is the most sensitive thing your firm holds. These are properties of the platform, not promises about it.
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.
Each system is labelled with where it actually stands today. We would rather tell you now than let you find out during onboarding — ask us before you plan around any of them.
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.
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.
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.
No form, no ticket queue. Write to [email protected] and it lands with someone who can actually schedule the walkthrough.
Helpful to include, if you have it handy: your firm’s name, your role, whether you run on Microsoft 365, and a sentence about what happens after a call comes in today.
We reply within two business days. We do not sell or share your information, ever.
