From first signup to power user — Guidez guides your customers through every critical milestone.
Guide attorneys through client intake, matter creation, conflict check, and file organization — the critical path from signup to first billable work.
Time tracking configuration is the most-abandoned setup step in practice management software. Guidez provides contextual step-by-step guidance through rate setup and billing preferences.
Walk attorneys through their first document template creation, variable setup, and generation run — turning a complex feature into an immediate time-savings win.
Guide administrators through client portal setup, branding, and first client invitation — driving the adoption of a feature that dramatically increases client satisfaction scores.
Calendar sync, email integration, and accounting software connections are critical for LegalTech ROI but commonly abandoned. Guidez makes each integration a 3-step guided process.
Origination reports, realization rates, and business development dashboards are valuable but rarely discovered by default. Guidez tours surface these at the right moment.
Statute of limitations tracking, court deadline alerts, and docket monitoring configuration — guided with banners and checklists that emphasize the professional consequences of missing steps.
"How do I set up a flat-fee billing arrangement?" "How do I generate a bill?" Guidez's AI Guide trained on your documentation answers these instantly.
Guidez runs as a UI overlay on your existing application — it does not store, process, or transmit sensitive user data. Here's what that means for Legal Tech deployments:
Yes. Attorneys are busy, skeptical of new technology, and accustomed to billing every 6 minutes — time spent learning software is time not billed. Guidez's contextual in-the-moment guidance respects that constraint.
Guidez is a UI overlay — it does not access, store, or transmit any case data, client communications, or privileged documents. It only displays guidance on top of your application's UI.
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