CaseDesk vs SentryFirm
CaseDesk
photra.ioSentryFirm
sentrypointsystems.comSide by side
| Figure | CaseDesk | SentryFirm |
|---|---|---|
| Price from | $29/mo | $250/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Client Intake Software | 9.2 (#1) | 7.0 (#26) |
| Follow-up | Intake playbooks include staged message templates, automatic reminders, overdue escalation, and automatic capture of call recordings and notes. | Staff can assign follow-up owners, log contact attempts, and keep the next action visible. |
| Purpose | CaseDesk combines lead capture, smart routing, follow-up playbooks and pipeline analytics for law firms. | SentryFirm provides secure client intake and document collection for small law firms. |
| Security | The product offers granular permissions, audit logs and data masking; Enterprise adds SSO, data residency and private deployment. | The product describes authenticated staff access, private file storage, server-side validation, secure download links, and audit logs for key actions. |
| Support | Photra lists support by email at [email protected], Monday–Friday, 9:00–18:00. | Guided Setup includes routine support, while Workflow Plus includes priority support. |
Plans
SentryFirm
- Guided Setup$250 a month
- Workflow Plus$400 a month
- Tailored SentryFirm Portal$650 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.
SentryFirm
SentryFirm has no write-up on Specifiction yet; its figures are above.