SentryFirm by SentryPoint Systems
Collect client details and documents securely.
Secure client intake and document collection for small law firms. Collect client details, supporting files, and follow-up information in one protected workflow.
How it works
A focused workflow from first contact to follow-up
Built around a security-conscious backend with authenticated staff access, backend validation, and audit logs for key actions.
Guided intake
Clients submit their details through a clear, mobile-friendly form so nothing important gets missed.
Private documents
Supporting files are uploaded to private object storage with short-lived, backend-controlled download links.
Organized follow-up
Staff review submissions, track status and priority, and keep internal notes in one place.
Ready to see it in action?
Book a short walkthrough, or tell us about your current intake process first and we’ll follow up with next steps. Clients can attach supporting documents now or use a secure link to upload them later.