CaseDesk
8.6#4 in legal practice management softwareFrom $290 a yearFree planAndroidiOSAPILinux
Visit| Fact | CaseDesk | Clienty |
|---|---|---|
| AI | Users can run a local model or connect their own Anthropic or OpenAI key; the maker says local-model processing stays on the user's machine. | Its AI assistant answers questions using matter context, searches case law, generates documents and summaries, and analyzes criminal case scoresheets. |
| Client portal | The privacy policy says the optional client portal is served from the user’s computer and documents are hidden from portal clients unless individually made visible. | Yes |
| Free plan | No | No |
| Integrations | The privacy policy lists Google Gmail and Calendar, AI providers, Stripe, QuickBooks Online, Twilio, Box, OneDrive, Google Drive, Dropbox, CourtListener, and PACER RSS integrations. | Listed live integrations include Outlook, Stripe, Twilio, AWS, OpenAI, CourtListener, and Google Calendar; Outlook and Google Calendar are listed for Pro and Growth, while Stripe is available on all plans. |
| Product | CaseDesk is a legal case-management desktop application published by Fulks, Inc. | Clienty is an AI-powered law practice management platform for managing clients, cases, documents, billing, and related workflows. |
| Security | The privacy policy says the local database is encrypted at rest with SQLCipher and its key is held through the operating system’s credential store. | Clienty states that it uses 256-bit SSL/TLS in transit, AES-256 at rest, role-based access controls, and multi-factor authentication, and hosts on AWS SOC 2-certified infrastructure. |
CaseDesk is aimed at licensed attorneys handling matter management, deadlines, documents, and billing. Its offline operation and local data storage may suit attorneys who want case data kept on their machine by default.
You want what its maker publishes above — check its page for the details.