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CaseDesk vs Gatherly

CaseDesk

7.5#3 in client intake softwareFrom $29 a month
AndroidiOSWebAPI
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Gatherly

6.2#23 in client intake softwareFrom $29 a month
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What both publish

FactCaseDeskGatherly
SecurityThe 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.
SupportPhotra lists support by email at [email protected], Monday–Friday, 9:00–18:00.Starter includes email support, while Professional and Business include priority support.
TrialEvery 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 plans

  • Solo$29 a month
  • Team$129 a month
  • EnterprisePriced on request

Gatherly plans

  • Starter$29 a month
  • Professional$79 a month
  • Business$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 Gatherly if…

Gatherly suits professional-services teams that need structured intake, document uploads, reminders, and signatures. It fits industries such as legal, accounting, healthcare, and education.

Charts they share