CaseDesk
API—OSS—FREE—DOCS4/5
CA5.2#22 of 34
outWeb—Windows—Mac—LinuxoutAndroidoutiOS
Ranked in Legal CRM Software ·Free trial· paid from $29/mo
About
CaseDesk is ranked #22 of 34 in legal CRM software on Inferse. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $29/mo.
Compared on legal CRM software
Facts
- Purpose
- CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms.photra.io · 9 Oct 2026
- Lead capture
- It collects website and landing-page forms, Google and Meta ad leads, inbound calls and chat into a deduplicated lead pool.photra.io · 9 Oct 2026
- Lead migration
- The product supports bulk importing historical leads.photra.io · 9 Oct 2026
- Routing
- Leads can be assigned by practice area, jurisdiction, client location and workload, with round-robin, claim and team-pool modes.photra.io · 9 Oct 2026
- Follow-up
- Intake playbooks include staged message templates, automatic reminders, overdue escalation, and automatic capture of call recordings and notes.photra.io · 9 Oct 2026
- Analytics
- Pipeline analytics include a conversion funnel, cost-per-lead and ROI by channel, attorney and team dashboards, and one-click exports.photra.io · 9 Oct 2026
- Integrations
- CaseDesk supports website forms, Google and Meta ads, live chat and popular CRMs; Enterprise includes an open API and custom integrations.photra.io · 9 Oct 2026
- Security
- The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment.photra.io · 9 Oct 2026
- 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.photra.io · 9 Oct 2026
- Onboarding
- The maker says most teams are live within a day and receive guided setup, historical-lead import and dedicated support.photra.io · 9 Oct 2026
- Trial
- Every plan includes a 14-day free trial with no credit card required.photra.io · 9 Oct 2026
- Support
- Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00.photra.io · 9 Oct 2026
Best CaseDesk alternatives
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Where it ranks on Inferse
- Best Legal CRM Software in 2026#22 of 34
- Best Client Intake Software in 2026#25 of 27
Sources
- photra.io/products/casedesk· checked 9 Oct 2026