Secure intake built for small law firms
SentryFirm helps small law firms collect intake details, request missing documents, and manage follow-up from one secure dashboard.
No client account required for intake or document upload.
Firm overview
New submissions and open work
12
Active intakes
4
Needs review
2
Open follow-up
Recent intakes
View allMaya Brooks
Family Law · INT-00124
Jordan Son
Family Law · INT-00123
Avery Reed
Estate Planning · INT-00122
Recent activity
New intake received
Just now
Document request sent
2h ago
Follow-up assigned to Elena
3h ago
New intake received
Maya Brooks · Family Law
The problem
Email threads, text messages, attachments, and handwritten notes make it hard to know what the client sent, what is still missing, and who is following up.
The SentryFirm workflow
Bring client intake, document collection, staff assignments, and activity history into the same dashboard—so the next step stays clear.
Product workflow
These lightweight demos mirror the actual SentryFirm dashboard, using realistic intake, follow-up, document request, and timeline states.
Staff sees what needs review, opens the intake, and assigns the next action.
Maya Brooks
Family Law · Submitted today
Assigned to
Follow-up task
Select the missing items and send a secure upload link without leaving the intake.
Requested items
Note to client
Please upload these documents before your consultation.
Uploads, open work, and overdue follow-up stay visible in one timeline.
2
Open follow-up
1
Due today
Client uploaded 2 files
Just now · Maya Brooks
Document request sent
Today · Elena
Built for daily intake work
SentryFirm keeps the client experience simple while giving staff a structured place to manage every submission.
Collect the details your practice needs with a clear, mobile-friendly client experience.
Give clients a protected place to send supporting files during intake or afterward.
Assign owners, log contact attempts, and keep the next action visible to the team.
See submissions, status changes, uploads, and staff actions in chronological order.
Adapt practice areas, questions, request presets, and client-facing details to your firm.
How it works
Clients get a straightforward experience. Staff gets the context and controls to keep work moving.
A guided form collects contact details, matter information, and initial files.
The firm reviews the submission, assigns an owner, and records the next task.
A secure link gives the client a clear list of requested items and an upload area.
Status, priority, open work, documents, and activity stay connected to one intake.
Walk through the dashboard, document request flow, and staff follow-up tools with your firm’s workflow in mind.
