CaseDesk vs ClearClient
CaseDesk
photra.io
ClearClient
clearclient.ioSide by side
| Figure | CaseDesk | ClearClient |
|---|---|---|
| Price from | $29/mo | $19/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Client Intake Software | 9.2 (#1) | 8.0 (#13) |
| Exports | Partner-meeting reports can be exported with one click. | The Data Policy says client data can be exported at any time in PDF or CSV formats. |
| 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. | The site names event planners, small businesses, marketing agencies, studios, coaches, and notaries as audiences. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | ClearClient collects client details and documents, tracks onboarding, and keeps client files organized in one system. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The Data Policy says data is stored on US servers and encrypted at rest with AES-256 and in transit with TLS 1.2 or higher. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | The Pro plan includes priority support, and the site lists [email protected] as its contact address. |
Plans
In their own words
CaseDesk
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.
ClearClient
ClearClient has no write-up on Specifiction yet; its figures are above.