CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
VisitCaseDesk vs PlatoForms
PlatoForms
7.7#2 in client intake softwareFrom $10 a monthFree planAndroidWebAPI
VisitWhat both publish
| Fact | CaseDesk | PlatoForms |
|---|---|---|
| API | An open API and custom data integrations are advertised only with Enterprise. | Its REST APIs support programmatic submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. |
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | Native connections include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal and Square, while Zapier and Make provide broader app connectivity. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption. |
CaseDesk plans
- Solo$29 a month
- Team$129 a month
- EnterprisePriced on request
PlatoForms plans
- FreeFree
- Bronze$10 a month
- Silver$30 a month
- Gold$80 a month
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 PlatoForms if…
PlatoForms suits teams that need to turn PDFs into online forms, collect submissions or payments, and route documents through approvals. The company says it is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations.