SentryFirm
The facts below are what the maker publishes about SentryFirm, checked and dated. Our editors have not written about it yet.
Plans and prices
From SentryFirm's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Guided Setup | $250 a month | One intake workflow · custom questions · admin dashboard and staff access · document upload and upload-later links · hosting, maintenance, and routine support · Starting at $1,000 setup |
| Workflow Plus | $400 a month | Everything in Guided Setup · multiple workflow variations · more detailed configuration · additional staff onboarding · workflow refinement · priority support · Starting at $2,000 setup |
| Tailored SentryFirm Portal | $650 a month | Everything in Workflow Plus · tailored dashboard or portal · deeper workflow customization · automation or integration planning · Starting at $4,000+ setup |
The facts
Each one read from SentryFirm's own pages, with the date it was checked.
What it does
- Client access
- Clients do not need an account to submit intake information or upload documents.checked 8 Oct 2026
- Document uploads
- Clients can upload supporting documents during intake or later through a secure link.checked 8 Oct 2026
- File safeguards
- The case study states that uploads receive file type and size validation and that file removal is recoverable.checked 8 Oct 2026
- Firm configuration
- Firms can adapt practice areas, questions, request presets, and client-facing details.checked 8 Oct 2026
- Follow-up
- Staff can assign follow-up owners, log contact attempts, and keep the next action visible.checked 8 Oct 2026
- Intake forms
- Its public intake form collects structured information from new clients.checked 8 Oct 2026
- Integrations and scope
- Major new modules, complex integrations, data migration, and unrelated custom software are scoped separately.checked 8 Oct 2026
- Purpose
- SentryFirm provides secure client intake and document collection for small law firms.checked 8 Oct 2026
- Roadmap
- The case study lists tighter upload-link reminders, configurable fields without a redeploy, and richer intake reporting as future work.checked 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.checked 8 Oct 2026
- Staff dashboard
- Staff can review and manage submissions from an admin dashboard.checked 8 Oct 2026
- Support
- Guided Setup includes routine support, while Workflow Plus includes priority support.checked 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.checked 8 Oct 2026
- Tracking
- The product tracks intake status and priority, including whether work is new, in review, or waiting on the client.checked 8 Oct 2026
Alternatives to SentryFirm
- 1
Intake
Free planAndroidiOSWebAPI7.9From $19 a month - 2
PlatoForms
Free planAndroidWebAPI7.7From $10 a month - 3
CaseDesk
AndroidiOSWebAPI7.5From $29 a month - 4
FormsHQ
Free planWeb7.3From $29 a month - 5
Portico
Free planWebAPI7.3From $29 a month - 6
GatherMonk
WebExtension7.2From $29 a month