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
Checked 8 Oct 2026
Plans and prices
SentryFirm pricing
Workflow Plus
$400 a month
Everything in Guided Setup · multiple workflow variations · more detailed configuration · additional staff onboarding · workflow refinement · priority support
Checked 8 Oct 2026
Tailored SentryFirm Portal
$650 a month
Everything in Workflow Plus · tailored dashboard or portal · deeper workflow customization · automation or integration planning
Checked 8 Oct 2026