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GuideHerd Academy gives your whole firm practical AI workflow training — how to organize intake, draft follow-ups, flag missing information, and review AI output before it goes anywhere.
§ My Courses
Lesson 1
How AI tools work, what they are good at, and what they are not. No technical background required.
~20 min
Lesson 2
The common failure modes and what to look for during review.
~25 min
Lesson 3
AI prepares. People approve. High-risk categories and the approval model.
~20 min
Lesson 4
What goes in, what doesn't, and how to handle client data responsibly.
~20 min
Lesson 5
A repeatable prompt pattern that reduces errors and makes review easier.
~20 min
Start Here
Academy orientation, the human review rule, and safe AI workflow principles. Read first.
~15 min
Lesson 2
What intake automation can safely help with — summaries, missing-info flags, urgency flags, and draft acknowledgments.
~25 min
Lesson 3
Six copy-ready prompts for intake summarization, missing-info detection, urgency flagging, handoff summaries, draft acknowledgments, and guardrails.
~30 min
Lesson 4
Intake worksheet, automation readiness checklist, human review checklist, and draft communication approval checklist.
~20 min
Lesson 5 · Demo
A fictional end-to-end intake scenario — example intake, AI-organized summary, conflict-screening prep, urgency flags, and a draft acknowledgment.
~20 min