For veterinary teams
Run your veterinary clinic
the same way every shift
Whale turns how your clinic runs into SOPs every tech, assistant and receptionist follows. Alice AI answers the question on the spot, so work doesn’t stop to find the practice manager.
- 4.8/5 on G2 · 208 reviews
- SOC 2 certified
Here’s how to submit an expense report:
The problem
Your clinic shouldn’t run differently on every shift
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Challenge 1
Every team member has their own way
Without clear documentation, intake, treatment prep and front desk tasks are often done differently by each team member, leading to errors and inefficiencies.
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Challenge 2
Practice managers repeat the same answers
Practice managers and senior techs spend excessive time clarifying basic procedures, slowing down the day for everyone in the clinic.
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Challenge 3
New hires take too long to ramp
Training new techs, assistants and receptionists without standardized processes leads to slow onboarding, more mistakes, and higher labor costs.
How teams do it today
Without Whale: Every team member runs intake and discharge their own way.
With Whale: One approved SOP per task, every shift.
Without Whale: The practice manager re-explains the same procedures every week.
With Whale: The documented process answers it, not the practice manager.
Without Whale: New hires learn by shadowing, which is slow.
With Whale: Role-based training gets new hires productive in days.
Without Whale: When an experienced tech leaves, their know-how leaves too.
With Whale: Process knowledge stays in the system when people leave.
Solution
Made for the whole clinic, not just the back office
Document how your clinic runs and turn it into training every new hire completes.
- Import your existing docs and PDFs, and Whale’s AI organizes and standardizes them automatically.
- Design custom training journeys for each role and let automation deliver them, so people move through subjects without waiting.
- Team members ask Alice, Whale’s AI assistant, and get the step straight from your approved SOPs, so work doesn’t stop while someone tracks down a manager.
- Give your team mobile access to procedures, with QR codes that open the latest instructions.
Features
Simple yet powerful tools for documentation & training
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AI Writing Assistant
Use the AI writing assistant to create new procedures faster and with less effort.
Learn more -
Step Recorder
Automatically document every click, keystroke, and navigation path to create detailed, step-by-step instructions.
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Screen Recorder
Create bite-size videos to show how to perform specific tasks or follow procedures.
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SOP & Process Templates
Create new procedures by using pre-built templates that save time, reduce effort, and ensure best practices.
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Ask Alice AI
Ask Alice, Whale’s AI assistant, to retrieve the answer to any of your questions, from your mobile device or web app.
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CoPilot
CoPilot surfaces the right SOP inside the tools your team already uses, so the answer comes to them.
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Experts & Reviews
Assign ownership of your knowledge and regularly review its accuracy.
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Rich Editor
Capture easy-to-digest information using text, videos, GIFs, images and much more.
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Success stories
Real results for teams small and big.
How TurnUp gets new hires working from day one
TurnUp
Read the story →: How TurnUp gets new hires working from day one
How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
Wolfe Ridge Manufacturing
Read the story →: How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
How Cash-Wa Direct cut training time in half with a system that tracks comprehension
CashWa Direct
Read the story →: How Cash-Wa Direct cut training time in half with a system that tracks comprehension
How Aurora Medical Spa trains its team across 7 locations
Aurora Medical Spa
Read the story →: How Aurora Medical Spa trains its team across 7 locations
How Oxygen Service Company finally mastered the EOS process component
Oxygen Service Company
Read the story →: How Oxygen Service Company finally mastered the EOS process component
How Image Solutions aligned a 100-person team on processes and kept them engaged
Image Solutions
Read the story →: How Image Solutions aligned a 100-person team on processes and kept them engaged
Rated on G2
Why teams choose Whale
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Rated ‘Best support’
Better support
Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.
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Rated ‘Easiest to use’
Easier to use
Clients switch from other providers to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.
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Rated ‘High performer’
Higher performance
We understand that documenting processes takes work. Everything we provide in and around our platform is aimed at making the heavy lifting lighter, and shortening the time to value.
In their own words
Loved for its overall simplicity and support
“Exceptional Tool for Business Knowledge”
Whale is excellent to document and organize business knowledge. Their AI makes it even easier!
Lyndon S.Small-Business (0-50 emp.) “Whale Keeps Work Organized and Teams Confident”
Whale unifies documentation, training, and reviews in one ecosystem.
Verified User in AccountingMid-Market (51-1000 emp.) “Screen Recorder Transformed Our Productivity”
All features are excellent, but the Screen Recorder has boosted productivity for our company.
Andres A.Enterprise (> 1000 emp.) “User-Friendly Platform with Great Features”
Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.
Martha Y.Mid-Market (51-1000 emp.) “Intuitive, fresh and easy!”
Whale's clean layout makes building and navigating SOPs a breeze.
Harley B.Small-Business (0-50 emp.) “Productivity Unleashed!”
Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.
Verified User in FarmingMid-Market (51-1000 emp.) “My company utilizes Whale for our SOP’s and FAQ’s.”
Everything is very easy to locate and the search bar is my favorite feature. When I need a quick answer I turn to Whale to find what I am looking for.
Georgia R.Mid-Market (51-1000 emp.) “Whale Streamlined Our Processes and Boosted Team Onboarding”
Whale transformed how we manage internal processes. Documenting SOPs is fast and we can build and share training materials in minutes, making onboarding significantly more efficient.
Fábio B.Enterprise (> 1000 emp.) “Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”
Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.
Ketan T.Mid-Market (51-1000 emp.) “Streamlines Documentation with Ease”
I use Whale for company handbooks, regulations, how-to's, and manuals, all on one platform. The step-by-step screen recorder auto-captures screenshots and saves me about an hour per guide.
Anouk V.Mid-Market (51-1000 emp.) “Effortlessly Streamlines Team Training with Solid Support”
Whale supports training my merchandising teams with AI and video features that break down training step by step. Creating training flows is easy, and quizzes ensure the material lands.
Shelley F.Mid-Market (51-1000 emp.) “Effortless SOP Management with Stellar AI Search”
Whale centralizes all our SOPs with standard formatting and makes them easy to find, especially with the fast AI search across thousands of documents.
Jitender T.Small-Business (50 or fewer emp.)
Security
Security your IT team
can sign off on
What IT asks about before a rollout, answered.
SOC 2 certified
How your procedures and records are stored and protected is independently audited.
Granular permissions and enforced SSO
Available from the Advance plan, so access control matches how your organisation is already set up.
GDPR aligned
EU and UK data rights documented in the Whale Trust Center.
Your data, your region
Hosted in the US or the EU, whichever you choose.
Enterprise agreements
A BAA is signed on request on the Enterprise plan.
Integrations
Whale works where you do.
Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.
See our Integrations
Frequently asked questions
Book a Demo01 How to use Whale for veterinary clinics?
Use Whale to standardize intake, treatment and front desk procedures as SOPs, importing your existing docs and letting Alice organize them. Team members open any SOP on a phone or shared tablet, with QR codes at each station. Assign training flows by role to get new techs, assistants and receptionists productive faster, and use checklists and reporting to confirm procedures were followed.
02 How quickly can we get our clinic SOPs into Whale?
Import your existing docs, PDFs, and spreadsheets and Whale’s AI organizes and standardizes them automatically, so your core intake, treatment and front desk procedures can be live in days.
03 Can staff access procedures without a computer?
Yes. Team members open any SOP on a phone or shared tablet, and QR codes at each station put the right instructions one scan away, with no login hunt.
04 How quickly can new techs, assistants and receptionists work on their own?
Role-based training paths get new hires productive in days, and you can see who has completed their path before they work unsupervised.
05 What happens to clinic know-how when an experienced team member leaves?
Process know-how is captured in Whale, so it stays with the clinic when people move on rather than walking out the door.
06 How do we know staff actually read and understood procedures?
Assign SOPs as required reading with quizzes, and Whale logs completions so you can confirm who is up to date and follow up with anyone who is not.
