CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
VisitCaseDesk vs Intake
What both publish
| Fact | CaseDesk | Intake |
|---|---|---|
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | Intake collects client forms, signed PDFs, documents, and payments through a single request link. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. |
CaseDesk plans
- Solo$29 a month
- Team$129 a month
- EnterprisePriced on request
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 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 Intake if…
It is intended for businesses collecting client information, including tax and accounting, mortgage and lending, real estate, immigration, and bookkeeping workflows. It suits teams that want clients to submit forms and documents through a link without creating an account.