CaseDesk vs Intake
CaseDesk
photra.io
Intake
dointake.comSide by side
| Figure | CaseDesk | Intake |
|---|---|---|
| Price from | $29/mo | $19/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 7 |
| Spec score · Client Intake Software | 9.2 (#1) | 8.9 (#2) |
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | Intake collects client forms, signed PDFs, documents, and payments through a single request link. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email. |
| What it does | CaseDesk combines lead capture, attorney routing, follow-up workflows and pipeline analytics for law firms. | Intake is a document-collection platform where businesses send one link for forms, signed PDFs, uploads and payments. |
Plans
Intake
- FreeFree
- FreeFree
- Professional$19 a month
- Professional$19 a month
- Team$49 a month
- Team$49 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.