CaseDesk
7.5#3 in client intake softwareFrom $29 a monthAndroidiOSWebAPI
VisitCaseDesk vs SurePoint CRM
SurePoint CRM
5.9#25 in legal crm softwareiOSWeb
VisitWhat both publish
| Fact | CaseDesk | SurePoint CRM |
|---|---|---|
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | SurePoint CRM is a relationship management and business development tool designed for law firms. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | SurePoint directs CRM (ContactEase) users to its Help Center for support resources and contact information. |
CaseDesk plans
- Solo$29 a month
- Team$129 a month
- EnterprisePriced on request
SurePoint CRM plans
No prices published.
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 SurePoint CRM if…
It suits law firms seeking a shared contact database tied to business development and marketing activity. Attorneys who want mobile contact access and Outlook integration may find its listed tools relevant.