Freedom251 › Client Intake Software
SentryFirm
What SentryFirm is
SentryFirm is a web-based client intake and document collection product for small law firms. Its public intake form gathers structured information from prospective clients, who can submit documents during intake or later through a secure link without creating an account. Staff review submissions in an administrative dashboard, track whether each matter is new, in review, or waiting on the client, and mark priorities. They can assign follow-up owners, record contact attempts, and keep the next action visible. Firms can tailor practice areas, questions, document request presets, and client-facing details. The product describes authenticated staff access, private file storage, server-side validation, secure download links, and audit logs for key actions. Uploads receive file type and size checks, and removed files can be recovered. Three paid plans are listed: Guided Setup at $250 a month, Workflow Plus at $400 a month, and Tailored SentryFirm Portal at $650 a month, each with a separate starting setup charge.
Who it suits
It suits small law firms needing structured intake, client document uploads, and staff follow-up tracking. It is also relevant to firms wanting configurable workflows and a client portal without requiring client accounts.
What it does well
- Clients submit information without creating accounts
- Tracks intake status and priority
- Configurable practice areas and questions
- Recoverable file removal
- Secure links and audit logs described
What to know first
- No free plan or trial
- Plans start at 250.00 USD monthly
- Setup charges apply
- Major integrations scoped separately
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Guided Setup | Starting at $1,000 setup · One intake workflow · custom questions · admin dashboard and staff access · document upload and upload-later links · hosting, maintenance, and routine support | $250 a month |
| Workflow Plus | Starting at $2,000 setup · Everything in Guided Setup · multiple workflow variations · more detailed configuration · additional staff onboarding · workflow refinement · priority support | $400 a month |
| Tailored SentryFirm Portal | Starting at $4,000+ setup · Everything in Workflow Plus · tailored dashboard or portal · deeper workflow customization · automation or integration planning | $650 a month |
As sentrypointsystems.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
SentryFirm focuses on law-firm intake, document collection, and visible follow-up work. Its paid tiers add workflow variations, configuration, onboarding, support, and a tailored portal as needs expand.
Facts from SentryFirm's own pages
- Client access
- Clients do not need an account to submit intake information or upload documents. · sentryfirm.sentrypointsystems.com, 8 Oct 2026
- Document uploads
- Clients can upload supporting documents during intake or later through a secure link. · sentryfirm.sentrypointsystems.com, 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, 8 Oct 2026
- Firm configuration
- Firms can adapt practice areas, questions, request presets, and client-facing details. · sentryfirm.sentrypointsystems.com, 8 Oct 2026
- Follow-up
- Staff can assign follow-up owners, log contact attempts, and keep the next action visible. · sentryfirm.sentrypointsystems.com, 8 Oct 2026
- Intake forms
- Its public intake form collects structured information from new clients. · sentrypointsystems.com, 8 Oct 2026
- Integrations and scope
- Major new modules, complex integrations, data migration, and unrelated custom software are scoped separately. · sentrypointsystems.com, 8 Oct 2026
- Purpose
- SentryFirm provides secure client intake and document collection for small law firms. · sentrypointsystems.com, 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, 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, 8 Oct 2026
- Staff dashboard
- Staff can review and manage submissions from an admin dashboard. · sentrypointsystems.com, 8 Oct 2026
- Support
- Guided Setup includes routine support, while Workflow Plus includes priority support. · sentrypointsystems.com, 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, 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, 8 Oct 2026
Where SentryFirm stands on Freedom251
- Client Intake Software#27 of 27