CaseDesk vs Gatherly
CaseDesk
photra.ioGatherly
gatherly.shopSide by side
| Figure | CaseDesk | Gatherly |
|---|---|---|
| Price from | $29/mo | $29/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 4 |
| Spec score · Client Intake Software | 9.2 (#1) | 7.7 (#18) |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | Gatherly says it uses AES-256 encryption at rest and in transit, role-based access control, audit logging, and SHA-256 hashed secure-link tokens. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Starter includes email support, while Professional and Business include priority support. |
| Trial | Every plan includes a 14-day free trial with no credit card required. | All plans have a 14-day free trial with full Professional features, no credit card required, and trial limits of 5 active intakes and 2 GB storage. |
| What it does | CaseDesk combines lead capture, attorney routing, follow-up workflows and pipeline analytics for law firms. | Gatherly is a client intake and document collection platform for professional services firms. |
Plans
Gatherly
- Starter$29 a month
- Professional$79 a month
- Business$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.