- Home
- Client Intake Software
- SentryFirm
On the recordRead 8 Oct 202614 facts
SentryFirm
Plans and prices
Guided Setup
$250a month
One intake workflow · custom questions · admin dashboard and staff access · document upload and upload-later links
Read 8 Oct 2026 · sentrypointsystems.com
Workflow Plus
$400a month
Everything in Guided Setup · multiple workflow variations · more detailed configuration · additional staff onboarding
Read 8 Oct 2026 · sentrypointsystems.com
Tailored SentryFirm Portal
$650a month
Everything in Workflow Plus · tailored dashboard or portal · deeper workflow customization · automation or integration planning
Read 8 Oct 2026 · sentrypointsystems.com
On the record
- Client access
- Clients do not need an account to submit intake information or upload documents.sentryfirm.sentrypointsystems.com · read 8 Oct 2026
- Document uploads
- Clients can upload supporting documents during intake or later through a secure link.sentryfirm.sentrypointsystems.com · read 8 Oct 2026
- File safeguards
- The case study states that uploads receive file type and size validation and that file removal is recoverable.sentrypointsystems.com · read 8 Oct 2026
- Firm configuration
- Firms can adapt practice areas, questions, request presets, and client-facing details.sentryfirm.sentrypointsystems.com · read 8 Oct 2026
- Follow-up
- Staff can assign follow-up owners, log contact attempts, and keep the next action visible.sentryfirm.sentrypointsystems.com · read 8 Oct 2026
- Intake forms
- Its public intake form collects structured information from new clients.sentrypointsystems.com · read 8 Oct 2026
- Integrations and scope
- Major new modules, complex integrations, data migration, and unrelated custom software are scoped separately.sentrypointsystems.com · read 8 Oct 2026
- Purpose
- SentryFirm provides secure client intake and document collection for small law firms.sentrypointsystems.com · read 8 Oct 2026
- Roadmap
- The case study lists tighter upload-link reminders, configurable fields without a redeploy, and richer intake reporting as future work.sentrypointsystems.com · read 8 Oct 2026
- Security
- The product describes authenticated staff access, private file storage, server-side validation, secure download links, and audit logs for key actions.sentrypointsystems.com · read 8 Oct 2026
- Staff dashboard
- Staff can review and manage submissions from an admin dashboard.sentrypointsystems.com · read 8 Oct 2026
- Support
- Guided Setup includes routine support, while Workflow Plus includes priority support.sentrypointsystems.com · read 8 Oct 2026
- Technology
- The case study identifies a Java/Spring Boot API, a Postgres database, private AWS S3 file storage, and hosting on Vercel, Render, and Neon.sentrypointsystems.com · read 8 Oct 2026
- Tracking
- The product tracks intake status and priority, including whether work is new, in review, or waiting on the client.sentrypointsystems.com · read 8 Oct 2026
