CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
VisitCaseDesk vs Portico
What both publish
| Fact | CaseDesk | Portico |
|---|---|---|
| API | An open API and custom data integrations are advertised only with Enterprise. | Portico offers a REST API and webhooks for programmatic onboarding management and real-time event notifications. |
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make. |
| Intended users | The plans are presented for solo practitioners, growing teams and small-to-mid firms, and multi-office or large firms; the FAQ says it serves firms with hundreds of attorneys. | The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The security page states that stored data is encrypted with AES-256, data in transit uses TLS 1.2+, and audit events are cryptographically linked using SHA-256 hashing. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Support is provided through documentation and the [email protected] email address. |
| Trial | Every plan includes a 14-day free trial with no credit card required. | Every plan starts with a 14-day Pro trial without a credit card, after which the account moves to the Free plan automatically. |
CaseDesk plans
- Solo$29 a month
- Team$129 a month
- EnterprisePriced on request
Portico plans
- FreeFree
- Starter$29 a month
- Lifetime Solo$49, paid once
- Pro$59 a month
- Lifetime Practice$119, paid once
- Business$119 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 Portico if…
Portico is presented for service businesses such as agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. It suits teams that want forms, documents, signatures, and payments in a guided client onboarding process.