CaseDesk vs FormsHQ
CaseDesk
photra.ioFormsHQ
formshq.ioSide by side
| Figure | CaseDesk | FormsHQ |
|---|---|---|
| Price from | $29/mo | $29/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 4 |
| Spec score · Client Intake Software | 9.2 (#1) | 8.7 (#3) |
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | The site says data can be sent to email, spreadsheets, CRMs, calendars, payment tools and automation platforms. |
| 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 presents workflows for legal and health intake, agency onboarding, loan prequalification, HR onboarding, and events or bookings. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | FormsHQ turns forms into workflows for lead qualification, submission routing, document packets, payments, signatures, and sending data to other tools. |
| What it does | CaseDesk combines lead capture, attorney routing, follow-up workflows and pipeline analytics for law firms. | FormsHQ turns online forms into workflows covering intake, qualification, approvals, documents, payments, signatures and follow-up. |
Plans
FormsHQ
- Starter FormFree
- Smart Forms$29 a month
- Growth Workflows$99 a month
- Business Portal$249 a month
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.
FormsHQ
FormsHQ turns forms into workflows for collecting information, qualifying leads, routing submissions, and handling documents, payments, and signatures. Its AI-assisted design can produce questions, helper text, validation, conditional pages, and review criteria from a plain-language brief. Teams can score submissions, assign owners, track statuses and deadlines, and route records for review. Submissions can become summaries, PDFs, agreements, disclosures, internal memos, or client-ready packets. Review steps can include role-based paths, consent and signature checkpoints, and human approval before generated packets are sent. The site describes uses including legal and health intake, agency onboarding, loan prequalification, HR onboarding, events, and bookings. FormsHQ runs on the web. The free Starter Form plan costs nothing and allows one published form and 50 responses per month. Smart Forms costs $29 a month, Growth Workflows $99 a month, and Business Portal $249 a month. The company identifies with SETTEROS and gives an Atlanta, Georgia address.