A dated record of capabilities as they became real — each entry describes what became possible, on the month the evidence supports.
August 2026
Release note
Trust and security, published
What GuideHerd does with data and access today, the gaps we have not closed, and what no outside party has assessed. Read it.
Aug 2026
Release note
Privacy Policy and Terms of Use, published
Both documents describe how GuideHerd operates now, and are written to be replaced as the platform grows. Privacy · Terms.
Aug 2026
Release note
Guided onboarding for implementation partners, validated
A trained implementation partner can provision a standard GuideHerd customer through a guided product workflow — no source-code changes, no direct database work, no undocumented engineering steps. Validated end to end against a synthetic second tenant, with the owner and security approval gates intact.
Aug 2026
Release note
GuideHerd Academy, live on subscription
Self-serve training with subscription checkout and account provisioning, at training.guideherd.ai. Retired 27 August 2026 — the Academy is no longer offered and the site no longer resolves.
Aug 2026
Release note
From intake to client and matter records
An accepted intake creates the client and matter records it implies, with a conflict pre-check on the way in. The thread from first conversation to open matter is preserved, not retyped.
Aug 2026
Release note
Structured intake, typed or on paper
A firm sends a client one link, and reviews what comes back before any of it becomes the record. Scanned paper intake forms can be read into proposed values automatically — and nothing is recorded until a person reviews each value and explicitly attests to it.
Aug 2026
Release note
Google Calendar, validated end to end
Scheduling now runs on Google Workspace as well as Microsoft 365.
Aug 2026
Release note
Client documents, scanned before staff open them
Clients can send documents through their intake, and every file is malware-scanned in production before staff open it.
Aug 2026
Release note
Clio, validated end to end
Intake can flow into Clio: contact and matter export with a full OAuth grant lifecycle, validated end to end against a Clio tenant. Off by default — a firm enables it deliberately.
Aug 2026
Release note
Sign in with Google Workspace
Staff sign in with Google Workspace, or a firm-issued account — live in production, proven with a real staff sign-in.
Aug 2026
July 2026
Release note
Voice scheduling on Microsoft 365
A caller’s conversation with GuideHerd’s AI voice reception became a confirmed appointment on a connected Microsoft 365 calendar — booked, confirmed to the caller, and recorded as a durable intake record, end to end on a production deployment.
Jul 2026
Status
Service status
Published independently of the platform, so it stays truthful during an outage.
Live →
This is where product releases are recorded. We publish a note when something meaningful ships — not on a schedule, because a fixed cadence produces filler. Essays and longer product notes will appear here as they are written; we would rather show you nothing than show you something we have not done.