CasePlus AI vs Zayda
CasePlus AI
caseplus.ai
Zayda
zayda.ioSide by side
| Figure | CasePlus AI | Zayda |
|---|---|---|
| Price from | $99/mo | $24/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 9 | 4 |
| Spec score · Legal Intake Software | 7.9 (#8) | 7.8 (#10) |
| Integrations | Firms can enable integrations that forward lead data to Clio, Slack, Zapier, or a custom webhook; the support page says native Clio integration is live. | The integrations page lists 60 integrations, including lead sources, messaging, telephony, Google and Microsoft productivity tools, accounting products, AI providers, Zapier, REST API and webhooks. |
| Security | The privacy policy says visitor contact information is encrypted at rest with AES-256-GCM, connections use TLS, and detected Social Security numbers, card numbers, and birth dates are scrubbed from transcripts before persistence or LLM transmission. | Zayda says data is encrypted in transit and at rest, account access is controlled, and customer data is not sold or used for advertising. |
Plans
CasePlus AI
- AI Demand Letter Drafting$99 a month
- Client Follow-ups + SMS Updates$99 a month
- AI Document Analysis + Case Value$149 a month
- SEO Content Engine$149 a month
- Starter$299 a month
- Professional$499 a month
- AI Phone Intake Line$699 a month
- Everything Bundle$1,199 a month
- EnterprisePriced on request
In their own words
CasePlus AI
CasePlus AI is web-based client intake software for plaintiff law firms, using a website widget and phone line to gather incident details and assess liability, damages, statute of limitations, jurisdiction, and insurance in real time. Its document-analysis add-on reads accident photos, police reports, and medical records, then estimates a settlement or verdict range with reasoning linked to those documents. A separate add-on drafts demand letters from intake conversations, uploaded files, and case-value analysis; the letters should be reviewed by an attorney. Lead data can be forwarded to Clio, Slack, Zapier, or a custom webhook. Starter costs $299 a month and Professional costs $499 a month; new customers can begin a 30-day trial without a credit card. The widget is installed with a script tag, and instructions cover WordPress, Squarespace, Webflow, Wix, and raw HTML. CasePlus says it does not train AI models on customer data or sell personal information. It also cautions that its AI output may be inaccurate and is not legal advice.
Zayda
Zayda is an AI sales CRM that responds to leads by email, WhatsApp, SMS, and AI follow-up calls, then updates the pipeline. Its pipeline tools include custom stages, multiple team pipelines, task management, and automated workflows across stage changes. Users can import and export spreadsheets, create forms, receive real-time alerts, and capture contacts automatically from Gmail. Communication options include telephony, linked email, mass email, WhatsApp, and virtual meeting integrations. Dashboards report sales and revenue performance. The integrations page lists 60 connections across lead sources, messaging, productivity, accounting, and AI tools, along with Zapier, REST API, and webhooks. Zayda is available on the web and through iOS and Android apps. The Free plan is limited to one user, one pipeline, and 250 records, and excludes AI follow-up calls and team pipelines and roles. Growth costs $24 a month per user and includes unlimited pipelines, 10,000 records, and 25 automations. The Scale plan includes an open API, custom integrations, onboarding specialist, and SLA-backed support.