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CaseDesk

photra.io

From $29/mo Free trial WebiOSAndroidAPI
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Spec score 9.1 #1 of 34 in Legal CRM Software

What it is

CaseDesk combines lead capture, routing, follow-up, and pipeline analytics for law firms. It gathers website and landing-page forms, Google and Meta ad leads, inbound calls, and chat into a deduplicated pool, and supports bulk import of historical leads. Firms can assign leads by practice area, jurisdiction, client location, and workload using round-robin, claim, or team-pool modes. Follow-up playbooks provide staged message templates, automatic reminders, and overdue escalation; call recordings and notes can also be captured automatically. Analytics include a conversion funnel, cost-per-lead and ROI by channel, attorney and team dashboards, and one-click exports. Integrations include website forms, Google and Meta ads, live chat, and popular CRMs; Enterprise adds an open API and custom integrations. Security features include granular permissions, audit logs, and data masking, with SSO, data residency, and private deployment in Enterprise. CaseDesk is available on Android, iOS, and the web. Solo costs $29 a month; Team costs $129 a month and up; Enterprise pricing is custom. Every plan includes a 14-day free trial without a credit card.

Spec sheet

What it does
CaseDesk combines lead capture, attorney routing, follow-up workflows and pipeline analytics for law firms.Read 15 Oct 2026 · photra.io
Purpose
CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms.Read 9 Oct 2026 · photra.io
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.Read 9 Oct 2026 · photra.io
Trial
Every plan includes a 14-day free trial with no credit card required.Read 9 Oct 2026 · photra.io
API
An open API and custom data integrations are advertised only with Enterprise.Read 15 Oct 2026 · photra.io
Integrations
Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs.Read 15 Oct 2026 · photra.io
Security
The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment.Read 9 Oct 2026 · photra.io
Support
Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00.Read 9 Oct 2026 · photra.io
AI positioning
Photra describes smart routing, automatic summaries and next-best-action suggestions as built into its workflows.Read 15 Oct 2026 · photra.io
Analytics
Pipeline analytics include a conversion funnel, cost-per-lead and ROI by channel, attorney and team dashboards, and one-click exports.Read 9 Oct 2026 · photra.io
Call records
CaseDesk states that call recordings and notes can be captured automatically.Read 15 Oct 2026 · photra.io
Documentation and licence
The opened Photra pages provide marketing FAQs and onboarding information but do not state an open-source licence or link to public developer documentation.Read 15 Oct 2026 · photra.io
Exports
Partner-meeting reports can be exported with one click.Read 15 Oct 2026 · photra.io
Follow-up
Intake playbooks include staged message templates, automatic reminders, overdue escalation, and automatic capture of call recordings and notes.Read 9 Oct 2026 · photra.io
Follow-up automation
Playbooks provide staged message flows, templates, reminders and escalation of overdue leads.Read 15 Oct 2026 · photra.io
Historical migration
The product supports bulk importing of historical leads.Read 15 Oct 2026 · photra.io
Lead capture
It collects website and landing-page forms, Google and Meta advertising leads, live-chat contacts, referrals and inbound calls into one deduplicated pool.Read 15 Oct 2026 · photra.io
Lead migration
The product supports bulk importing historical leads.Read 9 Oct 2026 · photra.io
Maker copyright
The footer carries a 2026 Photra, Inc. copyright notice.Read 15 Oct 2026 · photra.io
Maker legal name
The website footer identifies the company as Photra, Inc.Read 15 Oct 2026 · photra.io
Maker performance claim
Photra reports an average 3.2-times lead-to-client lift and an average first response time of eight minutes.Read 15 Oct 2026 · photra.io
Maker scale claim
Photra claims more than 500 professional teams served across legal, healthcare and real estate.Read 15 Oct 2026 · photra.io
Mobile follow-up
The product page says users can follow up from anywhere on mobile.Read 15 Oct 2026 · photra.io
Name collision: Indian pricing
The casedesk.co.in site says its founding-firm tier is custom priced rather than publicly fixed.Read 15 Oct 2026 · casedesk.co.in
Name collision: Indian product
The unrelated casedesk.co.in product is a closed-beta legal-intelligence platform for Indian law firms with a court registry and document-analysis workspace.Read 15 Oct 2026 · casedesk.co.in
Name collision: Indian upload limits
The casedesk.co.in product accepts PDF, DOCX and JPEG/PNG scans up to 20 MB per file.Read 15 Oct 2026 · casedesk.co.in
Name collision: Irish pricing
The casedesk.io product lists Practitioner at €199 monthly, Professional at €499 monthly and Firm at €899 monthly, each with annual alternatives.Read 15 Oct 2026 · casedesk.io
Name collision: Irish product
The unrelated casedesk.io product is positioned for Irish employment-law practices and says it has operated as a working prototype since 2025.Read 15 Oct 2026 · casedesk.io
Name collision: Irish security
That casedesk.io product claims AES-256 encryption, EU hosting, mandatory two-factor authentication, audit trails and no training use of customer data.Read 15 Oct 2026 · casedesk.io
Name collision: separate desktop platforms
That unrelated casedesk.law product lists Windows, Linux and macOS support and a web phone companion.Read 15 Oct 2026 · casedesk.law
Name collision: separate desktop pricing
The casedesk.law product advertises a free beta and a Pro licence at $29 per month or $290 per year per attorney.Read 15 Oct 2026 · casedesk.law
Name collision: separate desktop product
The unrelated CaseDesk at casedesk.law describes a local-first legal practice-management application with optional encrypted sync.Read 15 Oct 2026 · casedesk.law
Name collision: separate desktop requirements
The casedesk.law product lists 8 GB RAM and about 3 GB disk space, with Windows 10/11, Linux packages or macOS support.Read 15 Oct 2026 · casedesk.law
Onboarding
Photra says most teams can be live within a day with guided setup, imports and dedicated support.Read 15 Oct 2026 · photra.io
Pipeline analytics
Analytics cover the funnel from first contact to signed retainer, cost per lead, channel ROI and attorney or team performance.Read 15 Oct 2026 · photra.io
Routing
Leads can be assigned by practice area, jurisdiction, client location and workload, with round-robin, claim and team-pool modes.Read 9 Oct 2026 · photra.io
Routing modes
Routing supports round-robin, claim and team-pool modes, with visual rules and automatic reassignment or escalation after no response.Read 15 Oct 2026 · photra.io
Security controls
Photra lists granular permissions, audit logs and data masking, with Enterprise adding SSO, data residency and private deployment.Read 15 Oct 2026 · photra.io
Smart routing
Leads can be assigned using practice area, jurisdiction, client location and workload.Read 15 Oct 2026 · photra.io
Support hours
Photra lists support at [email protected] on Monday through Friday from 09:00 to 18:00.Read 15 Oct 2026 · photra.io
Target customers
The FAQ says CaseDesk is intended for solo practitioners through firms with hundreds of attorneys.Read 15 Oct 2026 · photra.io
Trial terms
Every advertised plan includes a 14-day trial without requiring a credit card.Read 15 Oct 2026 · photra.io

Plans and prices

Solo $29 a month $29/ mo Single user · omnichannel lead capture · follow-up reminders & templates · core dashboard Read 15 Oct 2026 · photra.io
Team $129 a month $129/ mo+ From 5 seats, scalable · smart routing & claim mode · follow-up playbooks & escalation · funnel & channel ROI analytics · ad platform & CRM integrations Read 15 Oct 2026 · photra.io
Enterprise Priced on request Custom Unlimited seats & multi-office · custom routing & approval flows · open API & data integrations · SSO, audit logs & data residency · dedicated customer success manager Read 15 Oct 2026 · photra.io

Every CaseDesk plan and price →

Strong points and limits

Strong points

  • Captures leads from forms, ads, calls, and chat.
  • Routing can reflect practice area and workload.
  • Follow-up includes reminders and overdue escalation.
  • Analytics include channel ROI and one-click exports.
  • Every plan includes a 14-day trial without a credit card.

Limits

  • Enterprise pricing is custom and not listed.
  • Team pricing starts at $129 a month.
  • Solo is limited to a single user.

Who it suits

CaseDesk is for law firms, with plans presented for solo practitioners, growing teams, smaller firms, and larger or multi-office organizations. The FAQ says it serves firms with hundreds of attorneys.

Verdict

CaseDesk covers lead intake through follow-up and pipeline reporting, with routing and security options that vary by plan. Solo is listed at $29 a month, while Enterprise pricing requires a custom quote.

Where Specifiction places it

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