CaseDesk vs ClientLoop
CaseDesk
photra.io
ClientLoop
clientloop.digitalSide by side
| Figure | CaseDesk | ClientLoop |
|---|---|---|
| Price from | $29/mo | £35/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 5 |
| Spec score · Client Intake Software | 9.2 (#1) | 8.3 (#9) |
| API | An open API and custom data integrations are advertised only with Enterprise. | The REST API supports creating requests, reading submission statuses and approvals, and webhook events report submissions and workflow changes; API and webhooks are included from Pro. |
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks. |
| 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 product is positioned for client-heavy service work, including accountants, bookkeepers, agencies, law firms, mortgage brokers, financial advisers, recruiters and consultants. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Priority support is listed as part of the Scale plan. |
Plans
ClientLoop
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
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.
ClientLoop
ClientLoop is a branded client portal for collecting documents, forms, and information, with automatic follow-ups and a team dashboard. Clients use a magic link to submit files and complete forms without an account or app installation. Teams can prepare reusable document sets, create forms with tables, file fields, and signatures, and schedule reminders. They can preview submissions, request changes, approve or reject them, and message clients about a specific request. Built-in integrations include Calendly, Asana, and Slack; other connections are available through Zapier, n8n, Make, REST API, and webhooks. The REST API supports creating requests and checking submission statuses and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are stored in the UK. Its free plan is limited to 5 clients and 1 team member, with 1 GB storage and 100 uploads per month. Paid monthly plans start at £35 a month, excluding VAT, and list storage and upload caps.