CaseDesk vs Onvoy
CaseDesk
photra.io
Onvoy
onvoy.appSide by side
| Figure | CaseDesk | Onvoy |
|---|---|---|
| Price from | $29/mo | $29/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 3 |
| Spec score · Client Intake Software | 9.2 (#1) | 8.4 (#8) |
| Analytics | Pipeline analytics include a conversion funnel, cost-per-lead and ROI by channel, attorney and team dashboards, and one-click exports. | Progress views show completed, stuck and overdue clients and where flows lose people. |
| Integrations | Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. | Official pages name Stripe, Claude, ChatGPT, OAuth and MCP as connected services or connectors. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | Onvoy combines intake questions, file uploads, e-signatures, and deposit payment in one branded client-onboarding flow. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | Onvoy states that it uses encryption in transit, access controls, secure password hashing, and reputable infrastructure providers. |
| Security controls | Photra lists granular permissions, audit logs and data masking, with Enterprise adding SSO, data residency and private deployment. | The DPA states that Onvoy uses TLS encryption, encryption at rest where supported, access controls, strong password hashing, logical data separation, logging and monitoring. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Support is offered through the [email protected] address on a commercially reasonable basis. |
| What it does | CaseDesk combines lead capture, attorney routing, follow-up workflows and pipeline analytics for law firms. | Onvoy combines client intake questions, file uploads, signatures and payment collection in one branded onboarding flow. |
Plans
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.
Onvoy
Onvoy is a web-based client-onboarding service for freelancers and small agencies. It brings intake questions, file uploads, legally binding e-signatures, and deposit collection into a guided client portal. You can add your logo, colors, and copy, use your own domain, and enable automatic SSL. The flow also supports retainers and invoices through Stripe, with automatic reminders for stalled clients or missing details. Progress views identify clients who are complete, stuck, or overdue, and show where people leave a flow. Onvoy can connect a workspace to Claude and ChatGPT through secure OAuth and MCP for building flows, sending portals, and reporting client status. Clients can complete the sequence on a phone without creating accounts. The service is not a CRM, project manager, or invoicing suite. The free plan costs nothing and allows five onboardings per month and one team member. Starter costs $29 a month; Pro costs $79 a month. A free trial is available.