AgencyAnalytics vs ReferDesk

AgencyAnalytics is a client reporting and marketing analytics platform built for marketing agencies. It automates client reports and brings data from more than 85 marketing integrations into customizable dashboards. Listed connections include Google Analytics, Google Ads, Search Console, Semrush, Ahrefs, Shopify, and HubSpot. Analysis tools include goals, alerts, benchmarks, trend forecasting, anomaly detection, and AgencyAI insights. The core plan includes a white-labeled client portal, custom domain, custom email, and API access. Pricing is per client: the pricing page lists $20 a month per client when billed annually, and a monthly subscription at $25 a month with per-client pricing. The core plan includes unlimited data sources, reports, dashboards, staff accounts, and client users. A 14-day trial is available without a credit card, but there is no free plan. Core support includes email and chat plus a free onboarding call; existing customers can get live chat help 24/5. AgencyAnalytics was founded in 2010 and is headquartered in Toronto, Ontario, Canada. It is available via web and API.

ReferDesk is a free referral and case-management platform for lawyers and law firms. Its dashboard supports sending, accepting, and tracking referrals, with statuses such as Attorney Invited, Under Review, Under Contract, and Case Settled. The network connects attorneys across practice areas and jurisdictions; the homepage reports more than 7,000 attorneys. A user can withdraw an unaccepted referral and pass the case to the next attorney in its sequence. Receiving attorneys can view information and documents shared in the case workroom. ReferDesk can pull case details from connected case management systems to create referrals, and it lists integrations with Filevine, Clio, Rocket Matter, and others. Referred-in and referred-out cases can be exported using an Excel button. The FAQ says there is no limit on referrals. The cloud application is accessible from internet-connected devices, with web, Windows, and macOS access. Users can also connect with attorneys, join groups, and find co-counsel.