What Shepherd is

Shepherd is cloud-based veterinary practice management software for clinics, with a general-practice offering built around the work of a clinic day. Its SOAP workflow updates the medical record and invoice, then creates discharge instructions. TranscribeAI can generate SOAP notes, and DiagnoseAI provides clinical decision support and treatment suggestions; ShepherdAI features are optional. Through the client portal, pet owners can request appointments and prescription refills, view medical history, and access vaccine certificates. Shepherd Pay is integrated into the system and supports USB terminals, stored cards, and payments through the online pet portal.

The subscription includes unlimited users and work stations, expert training, support from people with veterinary experience, Shepherd Pay, and no implementation fees. Listed connections include IDEXX diagnostics, HomeAgain, AllyDVM, CoVet, and PetDesk, and the help center also lists Shepherd OpenAPI. Shepherd says onboarding typically takes four to six weeks without historical record migration, or eight to ten weeks when records are migrated. Pricing is discussed during a demo. The company reports an annually renewed SOC 2 Type II examination and says production data is hosted on AWS in Ohio across multiple availability zones.

Good at

SOAP workflow updates records and invoices and creates discharge instructions.
Client portal handles appointment and refill requests, history, and vaccine certificates.
Subscription includes unlimited users and work stations.
Shepherd Pay supports USB terminals, stored cards, and portal payments.
Integrations include IDEXX diagnostics, HomeAgain, AllyDVM, CoVet, and PetDesk.

Watch for

Pricing is discussed during a demo.
ShepherdAI features are optional.
No mobile apps are listed.

Shepherd plans and prices

Plan	Price	What it includes
Shepherd veterinary practice management software Pricing is discussed during a demo.	Priced on request	Unlimited users · Unlimited work stations · Shepherd Pay included · No implementation fees · ShepherdAI features optional From shepherd.vet, 11 Oct 2026

Pricing on request

No free plan or cheapest-plan limits are described. ShepherdAI features are optional, and pricing is discussed during a demo.

Getting started

Visit Shepherd's website.
Request a demo to discuss pricing.
Choose whether to migrate historical records; Shepherd says onboarding typically takes four to six weeks without migration or eight to ten weeks with it.
Use the web platform and client portal for clinic and client workflows.

Facts from Shepherd's own pages

Medical records: Its SOAP workflow updates the medical record and invoice and generates discharge instructions.source, 11 Oct 2026
AI tools: Shepherd lists TranscribeAI for generating SOAP notes and DiagnoseAI for clinical decision support and treatment suggestions.source, 11 Oct 2026
Client tools: The client portal supports appointment requests, prescription refill requests, medical history, and vaccine certificates.source, 11 Oct 2026
Payments: Shepherd Pay is integrated into the PIMS and supports USB terminals, stored cards, and online pet portal payments.source, 11 Oct 2026
Included subscription features: The subscription includes unlimited users and work stations, expert training, veterinary-experienced support, Shepherd Pay, and no implementation fees.source, 11 Oct 2026
Integrations: The integrations directory lists connections including IDEXX diagnostics, HomeAgain, AllyDVM, CoVet, and PetDesk; its help center also lists Shepherd OpenAPI.source, 11 Oct 2026
Security: Shepherd reports completing an annually renewed SOC 2 Type II examination and hosting production data on AWS in Ohio across multiple availability zones.source, 11 Oct 2026
Payment compliance: Shepherd says Shepherd Pay handles card data under PCI DSS for storage, transmission, and encryption.source, 11 Oct 2026
Data safeguards: Shepherd says its data is encrypted in transit, backed up internally and externally, and hosted on servers without public access points.source, 11 Oct 2026
Who it is for: Shepherd describes its general-practice offering as designed for veterinary clinics and their clinic-day workflows.source, 11 Oct 2026
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.source, 11 Oct 2026
Notable limits: Shepherd says pricing is discussed during a demo and that its ShepherdAI features are optional.source, 11 Oct 2026
Founded: 2016source, 28 Sep 2026
Headquarters: The contact page lists an address at 211 Boulevard of the Americas, Suite 403, Lakewood, New Jersey 08071.source, 11 Oct 2026

Questions

How much does Shepherd cost?

Pricing is discussed during a demo.

What platforms does Shepherd support?

Shepherd is available on the web. No mobile apps are listed.

How many users and work stations are included?

The subscription includes unlimited users and unlimited work stations.

Is Shepherd Pay included?

Yes. It is included in the subscription and supports USB terminals, stored cards, and online pet portal payments.

What integrations are listed?

Connections include IDEXX diagnostics, HomeAgain, AllyDVM, CoVet, and PetDesk. Shepherd OpenAPI is also listed in the help center.

How long does onboarding take?

Shepherd says onboarding typically takes four to six weeks without historical data migration and eight to ten weeks when migrating historical records.

Who it suits

Shepherd suits general-practice veterinary clinics that want a cloud-based system for clinic workflows, records, invoices, and discharge instructions. Its client portal and integrated payment options may also suit practices that want clients to request appointments, refills, and make payments online.

Verdict

Choose Shepherd if your clinic wants a cloud-based practice system with SOAP documentation, a client portal, and integrated payments. Consider its demo-led pricing discussion and optional ShepherdAI features when deciding whether its offering fits your needs.