CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
Visit| Fact | CaseDesk | Gatherly |
|---|---|---|
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | Gatherly says it uses AES-256 encryption at rest and in transit, role-based access control, audit logging, and SHA-256 hashed secure-link tokens. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Starter includes email support, while Professional and Business include priority support. |
| Trial | Every plan includes a 14-day free trial with no credit card required. | All plans have a 14-day free trial with full Professional features, no credit card required, and trial limits of 5 active intakes and 2 GB storage. |
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.
Gatherly suits professional-services teams that need structured intake, document uploads, reminders, and signatures. It fits industries such as legal, accounting, healthcare, and education.