Intake vs SentryFirm
Intake
dointake.comSentryFirm
sentrypointsystems.comSide by side
| Figure | Intake | SentryFirm |
|---|---|---|
| Price from | $19/mo | $250/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 7 | 3 |
| Spec score · Client Intake Software | 8.9 (#2) | 7.0 (#26) |
| Client access | Clients use a link without creating an account, and the portal supports mobile uploads and camera capture. | Clients do not need an account to submit intake information or upload documents. |
| Purpose | Intake collects client forms, signed PDFs, documents, and payments through a single request link. | SentryFirm provides secure client intake and document collection for small law firms. |
| Security | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. | The product describes authenticated staff access, private file storage, server-side validation, secure download links, and audit logs for key actions. |
| Support | Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email. | Guided Setup includes routine support, while Workflow Plus includes priority support. |
Plans
Intake
- FreeFree
- FreeFree
- Professional$19 a month
- Professional$19 a month
- Team$49 a month
- Team$49 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
SentryFirm
SentryFirm has no write-up on Specifiction yet; its figures are above.