CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
VisitCaseDesk vs ClearClient
ClearClient
6.1#24 in client intake softwareFrom $19 a monthWeb
VisitWhat both publish
| Fact | CaseDesk | ClearClient |
|---|---|---|
| Exports | Partner-meeting reports can be exported with one click. | The Data Policy says client data can be exported at any time in PDF or CSV formats. |
| 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. | The site names event planners, small businesses, marketing agencies, studios, coaches, and notaries as audiences. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | ClearClient collects client details and documents, tracks onboarding, and keeps client files organized in one system. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The Data Policy says data is stored on US servers and encrypted at rest with AES-256 and in transit with TLS 1.2 or higher. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | The Pro plan includes priority support, and the site lists [email protected] as its contact address. |
CaseDesk plans
- Solo$29 a month
- Team$129 a month
- EnterprisePriced on request
ClearClient plans
- Starter$19 a month
- Growth$49 a month
- Pro$99 a month
Pick CaseDesk if…
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.
Pick ClearClient if…
ClearClient suits event planners, small businesses, marketing agencies, studios, coaches, and notaries managing client paperwork and onboarding. It fits teams that need intake links, document workflows, payment reminders, and exports.