CaseDesk
8.6#4 in legal practice management softwareFrom $290 a yearFree planAndroidiOSAPILinux
Visit| Fact | CaseDesk | Valley Matter |
|---|---|---|
| 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. | Clients can view matter details, message the firm, access or upload documents, pay invoices, sign documents, and complete assigned tasks through the portal. |
| 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. | Named integrations include LawPay, QuickBooks Online, Wave, Google Workspace, Microsoft 365, Zoom Phone, RingCentral, RedFax, Resend, and SendGrid. |
| 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. | The deadline rules engine is described for Virginia state and federal courts, and criminal-defense features include a Virginia charge-code catalog and Virginia court library. |
| Practice areas | The product lists 106 supported practice areas with purpose-built matter fields and tools. | The product describes workflows for Virginia criminal defense, immigration, civil litigation, and general practice. |
| 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. | The site describes universal staff MFA, passkeys, hardware security keys, authenticator apps, step-up re-authentication, role-based access controls, and audit logging. |
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.