CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
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| Fact | CaseDesk | Onvoy |
|---|---|---|
| Analytics | Pipeline analytics include a conversion funnel, cost-per-lead and ROI by channel, attorney and team dashboards, and one-click exports. | Progress views show completed, stuck and overdue clients and where flows lose people. |
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | Official pages name Stripe, Claude, ChatGPT, OAuth and MCP as connected services or connectors. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | Onvoy combines intake questions, file uploads, e-signatures, and deposit payment in one branded client-onboarding flow. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | Onvoy states that it uses encryption in transit, access controls, secure password hashing, and reputable infrastructure providers. |
| Security controls | Photra lists granular permissions, audit logs and data masking, with Enterprise adding SSO, data residency and private deployment. | The DPA states that Onvoy uses TLS encryption, encryption at rest where supported, access controls, strong password hashing, logical data separation, logging and monitoring. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Support is offered through the [email protected] address on a commercially reasonable basis. |
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.
Onvoy suits freelancers and small agencies that want a branded onboarding flow for collecting client details, files, signatures, and payments. Its plans also address growing freelancers and multi-seat agency teams.