CaseDesk
8.6#4 in legal practice management softwareFrom $290 a yearFree planAndroidiOSAPILinux
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| Fact | CaseDesk | CounselOS |
|---|---|---|
| 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. | The client portal lets clients view matter updates, documents, and invoices, and supports online payment when the firm enables billing. |
| 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. | Bank feeds, e-sign, Xero/MYOB office accounting, and cloud file connections such as OneDrive or SharePoint are enabled per firm after onboarding; live research publisher access requires a signed arrangement. |
| Notable limits | The beta build runs free for 90 days from first run on a machine, then allows two weeks of read-only access for exporting data. | Immigration and OMARA features are enabled per firm or agency after onboarding and are not included on every account by default. |
| 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. | Firm data is hosted in Sydney, document copies are held in Melbourne for disaster recovery, and the company says customer data is not moved outside Australia. |
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.