SentryFirm
SentryFirm by SentryPoint Systems
Secure client intake and document collection for small law firms. Collect client details, supporting files, and follow-up information in one protected workflow.
The problem
Intake usually lives in too many places at once.
Built for small law firms that want a cleaner way to receive and review new client information — the basics fall through the cracks fast otherwise.
- Contact forms are too basic
- Emails get scattered
- Documents not in one place
- Clients forget documents
- Staff needs better visibility
- Intake handoff is messy
What it does
One workflow, from first contact to follow-up.
Public intake form
A clean, structured entry point for new clients.
Supporting document uploads
Clients attach what's needed, validated on the backend.
Admin dashboard
One place for staff to see and manage every intake.
Status and priority tracking
Know what's new, in review, or waiting on the client.
Internal notes
Keep staff context attached to each intake.
Upload-later client links
Send a secure link so clients can add documents later.
Attachment management
Organized files per client, easy to find and review.
Audit activity
A record of key actions for accountability.
Security-conscious design
Sensitive workflows deserve careful defaults.
SentryFirm uses careful defaults for staff access, file handling, and activity tracking.
- Authenticated staff access
- Private file storage
- Server-side validation
- Secure download links
- Audit logs for key actions
Starting Packages
Start with the workflow you need today.
Choose a focused setup now, then expand as the workflow grows.
Guided Setup
Starting at $1,000 setup
+ $250/month
For one focused intake workflow with standard configuration.
- · One intake workflow
- · Practice areas and custom questions
- · Admin dashboard and staff access
- · Document upload and upload-later links
- · Hosting, maintenance, and routine support
Workflow Plus
Most flexibleStarting at $2,000 setup
+ $400/month
For firms that want more customization, support, and workflow refinement.
- · Everything in Guided Setup
- · Multiple workflow variations
- · More detailed intake configuration
- · Additional staff onboarding
- · Continued workflow refinement
- · Priority support and increased flexibility
Tailored SentryFirm Portal
Starting at $4,000+ setup
+ $650/month
For firms that need a more tailored SentryFirm portal, dashboard, or internal workflow.
- · Everything in Workflow Plus
- · More tailored dashboard or portal needs
- · Deeper workflow customization
- · Automation or integration planning
- · Phased customization based on requirements
Customization is delivered within the SentryFirm platform. Major new modules, complex integrations, data migration, or unrelated custom software are scoped separately.
Pricing depends on workflow complexity, customization, hosting, and support needs. Start with a walkthrough and we'll help scope the right fit.
Want to see SentryFirm on your workflow?
We’ll walk through your current intake process and show how a focused, protected workflow could help.