CaseDesk vs Liteo

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.

Liteo is a CRM for businesses that sell products or services and continue to support customers afterward. It keeps contacts, businesses, deals, customizable pipelines, and follow-up dates together. Teams can save products and services in a catalog, add them to deals, and send PDF quotes. For installed products, they can record the item, its location, service history, and next due date. Tasks, notes, reminders based on natural-language dates, website lead forms, and CSV import and export are also included. Integrations include Meta Lead Ads, Pabbly, and Zapier, with an API for custom connections. Liteo’s MCP server can connect to Claude, ChatGPT, Codex, or Cursor using the user’s Liteo permissions. It does not read or sync Gmail; optional Outlook sync is in beta and starts with new mail from the connection date. Liteo runs on the web and through an API. Annual pricing is $7 per user per month, billed at $84 per user a year, and includes a 14-day trial; monthly pricing is $9 per user per month. A lifetime seat costs $99 once.