CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
Visit| Fact | CaseDesk | Loi |
|---|---|---|
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | The service integrates with Twilio, Gmail, Outlook, OpenAI, and Clio. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | Loi provides law firms with a dedicated intake inbox to capture, organize, and follow up with prospective clients. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | Client intake data is encrypted in transit using TLS 1.2+ and at rest using AES-256, and access is logged and periodically reviewed. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Email support is available Monday–Friday, 9 a.m.–6 p.m. ET at [email protected]. |
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.
You want what its maker publishes above — check its page for the details.