Shepherd focuses on simplicity and clean SOAP documentation, which works well for small clinics. A few things to weigh: Shepherd is private equity-owned, has had multiple multi-hour outages in early 2026, uses a third-party paid migration that covers only part of your data and exports history as PDFs, has no native pet parent app, and its wellness plans and AI features are still in beta. Digitail is independently owned, runs at 99.99% uptime with dual-server redundancy, offers free in-house migration with searchable records, includes a native pet parent app, and ships 20+ AI workflows in production with wellness plans live for over 12 months.