CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
VisitCaseDesk vs ClientLoop
ClientLoop
6.7#14 in client intake softwareFrom £35 a monthFree planWebAPI
VisitWhat both publish
| Fact | CaseDesk | ClientLoop |
|---|---|---|
| API | An open API and custom data integrations are advertised only with Enterprise. | The REST API supports creating requests, reading submission statuses and approvals, and webhook events report submissions and workflow changes; API and webhooks are included from Pro. |
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks. |
| 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 product is positioned for client-heavy service work, including accountants, bookkeepers, agencies, law firms, mortgage brokers, financial advisers, recruiters and consultants. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Priority support is listed as part of the Scale plan. |
CaseDesk plans
- Solo$29 a month
- Team$129 a month
- EnterprisePriced on request
ClientLoop plans
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
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 ClientLoop if…
ClientLoop is positioned for client-heavy service work, including accountants, agencies, law firms, advisers, recruiters and consultants. It may suit teams that need a branded way to gather and review client documents and forms.