Shepherd
shepherd.vet
What it is
Shepherd is cloud-based veterinary practice management software for clinics, with tools for medical records, client requests, payments, and student-facing workflows. Its SOAP process updates the medical record and invoice, then creates discharge instructions. TranscribeAI generates SOAP notes, while DiagnoseAI offers clinical decision support and treatment suggestions; ShepherdAI features are optional. Through the client portal, clients can request appointments and prescription refills, review medical history, and access vaccine certificates. Shepherd Pay is integrated into the system and supports USB terminals, stored cards, and online pet portal payments. The subscription includes unlimited users and work stations, expert training, veterinary-experienced support, Shepherd Pay, and no implementation fees. Listed connections include IDEXX diagnostics, HomeAgain, AllyDVM, CoVet, and PetDesk; the help center also lists Shepherd OpenAPI. The company says onboarding takes four to six weeks without historical data migration, or eight to ten weeks when migrating records. Pricing is discussed during a demo. Shepherd reports an annually renewed SOC 2 Type II examination and says its production data is hosted on AWS in Ohio across multiple availability zones.
Spec sheet
- Purpose
- Shepherd is cloud-based veterinary practice management software for veterinary clinics.Read 11 Oct 2026 · shepherd.vet
- Integrations
- The integrations directory lists connections including IDEXX diagnostics, HomeAgain, AllyDVM, CoVet, and PetDesk; its help center also lists Shepherd OpenAPI.Read 11 Oct 2026 · help.shepherd.vet
- Security
- Shepherd reports completing an annually renewed SOC 2 Type II examination and hosting production data on AWS in Ohio across multiple availability zones.Read 11 Oct 2026 · shepherd.vet
- Headquarters
- The contact page lists an address at 211 Boulevard of the Americas, Suite 403, Lakewood, New Jersey 08071.Read 11 Oct 2026 · shepherd.vet
- Founded
- 2016Read 28 Sep 2026 · shepherd.vet
- AI tools
- Shepherd lists TranscribeAI for generating SOAP notes and DiagnoseAI for clinical decision support and treatment suggestions.Read 11 Oct 2026 · shepherd.vet
- Client tools
- The client portal supports appointment requests, prescription refill requests, medical history, and vaccine certificates.Read 11 Oct 2026 · shepherd.vet
- Data safeguards
- Shepherd says its data is encrypted in transit, backed up internally and externally, and hosted on servers without public access points.Read 11 Oct 2026 · shepherd.vet
- Included subscription features
- The subscription includes unlimited users and work stations, expert training, veterinary-experienced support, Shepherd Pay, and no implementation fees.Read 11 Oct 2026 · shepherd.vet
- Medical records
- Its SOAP workflow updates the medical record and invoice and generates discharge instructions.Read 11 Oct 2026 · shepherd.vet
- Migration and onboarding
- Shepherd says onboarding typically takes four to six weeks without historical data migration and eight to ten weeks when migrating historical records.Read 11 Oct 2026 · shepherd.vet
- Notable limits
- Shepherd says pricing is discussed during a demo and that its ShepherdAI features are optional.Read 11 Oct 2026 · shepherd.vet
- Payment compliance
- Shepherd says Shepherd Pay handles card data under PCI DSS for storage, transmission, and encryption.Read 11 Oct 2026 · shepherd.vet
- Payments
- Shepherd Pay is integrated into the PIMS and supports USB terminals, stored cards, and online pet portal payments.Read 11 Oct 2026 · shepherd.vet
- Who it is for
- Shepherd describes its general-practice offering as designed for veterinary clinics and their clinic-day workflows.Read 11 Oct 2026 · shepherd.vet
Plans and prices
Strong points and limits
Strong points
- SOAP workflow updates records and invoices.
- Client portal supports appointment and refill requests.
- Subscription includes unlimited users and work stations.
- Shepherd Pay is included in the subscription.
- Lists connections including IDEXX, HomeAgain, and PetDesk.
Limits
- Pricing is discussed during a demo.
- ShepherdAI features are optional.
- Historical record migration takes eight to ten weeks.
- No mobile apps are listed.
Who it suits
Shepherd is aimed at veterinary clinics, particularly general practices seeking software organized around clinic-day workflows. Its portal and integrated payment tools also suit clinics that want clients to submit requests and pay online.
Verdict
Shepherd brings clinic records, client requests, payments, and listed AI tools into a cloud-based practice system. Buyers should account for demo-based pricing and the stated onboarding timeline, especially when migrating historical records.
Where Specifiction places it
- Pet Care Software#17 of 226.8
- Veterinary Software#10 of 126.9
- Veterinary Appointment Scheduling Software#45 of 506.9
- Industry Management software#20 of 226.7