CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
VisitCaseDesk vs Referent
What both publish
| Fact | CaseDesk | Referent |
|---|---|---|
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | The platform works with Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365; Outlook and Microsoft 365 are marked Soon on the homepage. |
CaseDesk plans
- Solo$29 a month
- Team$129 a month
- EnterprisePriced on request
Referent plans
- FreeFree
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 Referent if…
Referent is intended for solo and small law firms looking to manage matters and delegate routine practice work to AI agents. It is currently in private beta or invitation-only access, and it does not serve as an accounting system.