CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
VisitCaseDesk vs SentryFirm
SentryFirm
5.9#26 in client intake softwareFrom $250 a monthWeb
VisitWhat both publish
| Fact | CaseDesk | SentryFirm |
|---|---|---|
| Follow-up | Intake playbooks include staged message templates, automatic reminders, overdue escalation, and automatic capture of call recordings and notes. | Staff can assign follow-up owners, log contact attempts, and keep the next action visible. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | SentryFirm provides secure client intake and document collection for small law firms. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The product describes authenticated staff access, private file storage, server-side validation, secure download links, and audit logs for key actions. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Guided Setup includes routine support, while Workflow Plus includes priority support. |
CaseDesk plans
- Solo$29 a month
- Team$129 a month
- EnterprisePriced on request
SentryFirm plans
- Guided Setup$250 a month
- Workflow Plus$400 a month
- Tailored SentryFirm Portal$650 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 SentryFirm if…
You want what its maker publishes above — check its page for the details.