SentryFirm
sentrypointsystems.com
Spec sheet
- Purpose
- SentryFirm provides secure client intake and document collection for small law firms.Read 8 Oct 2026 · sentrypointsystems.com
- Security
- The product describes authenticated staff access, private file storage, server-side validation, secure download links, and audit logs for key actions.Read 8 Oct 2026 · sentrypointsystems.com
- Support
- Guided Setup includes routine support, while Workflow Plus includes priority support.Read 8 Oct 2026 · sentrypointsystems.com
- Client access
- Clients do not need an account to submit intake information or upload documents.Read 8 Oct 2026 · sentryfirm.sentrypointsystems.com
- Document uploads
- Clients can upload supporting documents during intake or later through a secure link.Read 8 Oct 2026 · sentryfirm.sentrypointsystems.com
- File safeguards
- The case study states that uploads receive file type and size validation and that file removal is recoverable.Read 8 Oct 2026 · sentrypointsystems.com
- Firm configuration
- Firms can adapt practice areas, questions, request presets, and client-facing details.Read 8 Oct 2026 · sentryfirm.sentrypointsystems.com
- Follow-up
- Staff can assign follow-up owners, log contact attempts, and keep the next action visible.Read 8 Oct 2026 · sentryfirm.sentrypointsystems.com
- Intake forms
- Its public intake form collects structured information from new clients.Read 8 Oct 2026 · sentrypointsystems.com
- Integrations and scope
- Major new modules, complex integrations, data migration, and unrelated custom software are scoped separately.Read 8 Oct 2026 · sentrypointsystems.com
- Roadmap
- The case study lists tighter upload-link reminders, configurable fields without a redeploy, and richer intake reporting as future work.Read 8 Oct 2026 · sentrypointsystems.com
- Staff dashboard
- Staff can review and manage submissions from an admin dashboard.Read 8 Oct 2026 · sentrypointsystems.com
- 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.Read 8 Oct 2026 · sentrypointsystems.com
- Tracking
- The product tracks intake status and priority, including whether work is new, in review, or waiting on the client.Read 8 Oct 2026 · sentrypointsystems.com
Plans and prices
Guided Setup $250 a month 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 Read 8 Oct 2026 · sentrypointsystems.com
Workflow Plus $400 a month Starting at $2,000 setup Everything in Guided Setup · multiple workflow variations · more detailed configuration · additional staff onboarding · workflow refinement · priority support Read 8 Oct 2026 · sentrypointsystems.com
Tailored SentryFirm Portal $650 a month Starting at $4,000+ setup Everything in Workflow Plus · tailored dashboard or portal · deeper workflow customization · automation or integration planning Read 8 Oct 2026 · sentrypointsystems.com
Where Specifiction places it
- Client Intake Software#26 of 277.0
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