ClientLoop vs SentryFirm
ClientLoop
clientloop.digitalSentryFirm
sentrypointsystems.comSide by side
| Figure | ClientLoop | SentryFirm |
|---|---|---|
| Price from | £35/mo | $250/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 5 | 3 |
| Spec score · Client Intake Software | 8.3 (#9) | 7.0 (#26) |
| Security | The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided. | The product describes authenticated staff access, private file storage, server-side validation, secure download links, and audit logs for key actions. |
| Support | Priority support is listed as part of the Scale plan. | Guided Setup includes routine support, while Workflow Plus includes priority support. |
Plans
ClientLoop
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
SentryFirm
- Guided Setup$250 a month
- Workflow Plus$400 a month
- Tailored SentryFirm Portal$650 a month
In their own words
ClientLoop
ClientLoop is a branded client portal for collecting documents, forms, and information, with automatic follow-ups and a team dashboard. Clients use a magic link to submit files and complete forms without an account or app installation. Teams can prepare reusable document sets, create forms with tables, file fields, and signatures, and schedule reminders. They can preview submissions, request changes, approve or reject them, and message clients about a specific request. Built-in integrations include Calendly, Asana, and Slack; other connections are available through Zapier, n8n, Make, REST API, and webhooks. The REST API supports creating requests and checking submission statuses and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are stored in the UK. Its free plan is limited to 5 clients and 1 team member, with 1 GB storage and 100 uploads per month. Paid monthly plans start at £35 a month, excluding VAT, and list storage and upload caps.
SentryFirm
SentryFirm has no write-up on Specifiction yet; its figures are above.