CaseDesk
CaseDesk combines lead capture, routing, follow-up workflows, and pipeline analytics for law firms.
What CaseDesk is
CaseDesk combines lead capture, routing, follow-up workflows, and pipeline analytics for law firms. It gathers website and landing-page forms, Google and Meta ad leads, inbound calls, and chat into a deduplicated pool, and supports bulk imports of historical leads. Firms can assign leads using practice area, jurisdiction, client location, or workload, with round-robin, claim, and team-pool modes. Follow-up playbooks provide staged message templates, reminders, and overdue escalation; the system can also capture call recordings and notes automatically. Analytics include conversion funnels, cost-per-lead and ROI by channel, attorney and team dashboards, and one-click exports. Integrations cover website forms, Google and Meta ads, live chat, and popular CRMs; Enterprise adds an open API and custom integrations. CaseDesk is available on Android, iOS, and web. Solo costs $29 a month and includes a single user, omnichannel lead capture, follow-up tools, and a core dashboard. Every plan includes a 14-day free trial without a credit card. Enterprise pricing is custom.
Good
- Collects leads from multiple channels
- Routes leads by practice area and workload
- Includes reminders and overdue escalation
- Tracks cost-per-lead and channel ROI
- 14-day trial requires no credit card
Watch out
- No free plan
- Solo plan is limited to one user
- Enterprise pricing is custom
Who it suits
CaseDesk is aimed at solo practitioners, growing teams, and small-to-mid or larger multi-office firms. Its lead routing and analytics can also suit firms handling high volumes of inquiries.
Verdict
CaseDesk brings intake, follow-up, routing, and performance reporting together for law firms. The Solo plan starts at $29 a month, and all plans have a 14-day trial.
Plans and prices
From CaseDesk's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $29 a month | Single user · omnichannel lead capture · follow-up reminders & templates · core dashboard · $29/ mo |
| Team | $129 a month | From 5 seats, scalable · smart routing & claim mode · follow-up playbooks & escalation · funnel & channel ROI analytics · ad platform & CRM integrations · $129/ mo+ |
| Enterprise | Priced on request | Unlimited seats & multi-office · custom routing & approval flows · open API & data integrations · SSO, audit logs & data residency · dedicated customer success manager · Custom |
The facts
Each one read from CaseDesk's own pages, with the date it was checked.
What it does
- AI positioning
- Photra describes smart routing, automatic summaries and next-best-action suggestions as built into its workflows.checked 15 Oct 2026
- Analytics
- Pipeline analytics include a conversion funnel, cost-per-lead and ROI by channel, attorney and team dashboards, and one-click exports.checked 9 Oct 2026
- API
- An open API and custom data integrations are advertised only with Enterprise.checked 15 Oct 2026
- Call records
- CaseDesk states that call recordings and notes can be captured automatically.checked 15 Oct 2026
- Documentation and licence
- The opened Photra pages provide marketing FAQs and onboarding information but do not state an open-source licence or link to public developer documentation.checked 15 Oct 2026
- Exports
- Partner-meeting reports can be exported with one click.checked 15 Oct 2026
- Follow-up
- Intake playbooks include staged message templates, automatic reminders, overdue escalation, and automatic capture of call recordings and notes.checked 9 Oct 2026
- Follow-up automation
- Playbooks provide staged message flows, templates, reminders and escalation of overdue leads.checked 15 Oct 2026
- Historical migration
- The product supports bulk importing of historical leads.checked 15 Oct 2026
- Integrations
- Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs.checked 15 Oct 2026
- Intended users
- The plans are presented for solo practitioners, growing teams and small-to-mid firms, and multi-office or large firms; the FAQ says it serves firms with hundreds of attorneys.checked 9 Oct 2026
- Lead capture
- It collects website and landing-page forms, Google and Meta advertising leads, live-chat contacts, referrals and inbound calls into one deduplicated pool.checked 15 Oct 2026
- Lead migration
- The product supports bulk importing historical leads.checked 9 Oct 2026
- Mobile follow-up
- The product page says users can follow up from anywhere on mobile.checked 15 Oct 2026
- Name collision: Indian pricing
- The casedesk.co.in site says its founding-firm tier is custom priced rather than publicly fixed.checked 15 Oct 2026
- Name collision: Indian product
- The unrelated casedesk.co.in product is a closed-beta legal-intelligence platform for Indian law firms with a court registry and document-analysis workspace.checked 15 Oct 2026
- Name collision: Indian upload limits
- The casedesk.co.in product accepts PDF, DOCX and JPEG/PNG scans up to 20 MB per file.checked 15 Oct 2026
- Name collision: Irish pricing
- The casedesk.io product lists Practitioner at €199 monthly, Professional at €499 monthly and Firm at €899 monthly, each with annual alternatives.checked 15 Oct 2026
- Name collision: Irish product
- The unrelated casedesk.io product is positioned for Irish employment-law practices and says it has operated as a working prototype since 2025.checked 15 Oct 2026
- Name collision: Irish security
- That casedesk.io product claims AES-256 encryption, EU hosting, mandatory two-factor authentication, audit trails and no training use of customer data.checked 15 Oct 2026
The company
- Maker copyright
- The footer carries a 2026 Photra, Inc. copyright notice.checked 15 Oct 2026
- Maker legal name
- The website footer identifies the company as Photra, Inc.checked 15 Oct 2026
- Maker performance claim
- Photra reports an average 3.2-times lead-to-client lift and an average first response time of eight minutes.checked 15 Oct 2026
- Maker scale claim
- Photra claims more than 500 professional teams served across legal, healthcare and real estate.checked 15 Oct 2026
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