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CaseDesk
What it is
CaseDesk is software for law firms that brings lead intake, assignment, follow-up and pipeline reporting together. It collects website and landing-page forms, Google and Meta advertising leads, inbound calls and chat into a deduplicated pool, and supports bulk importing historical leads. Firms can route matters by practice area, jurisdiction, client location or workload, using round-robin, claim or team-pool modes. Follow-up playbooks provide staged templates, reminders, overdue escalation, and automatic capture of call recordings and notes. Pipeline tools show conversion funnels, cost per lead and return on investment by channel, plus attorney and team dashboards with one-click exports. CaseDesk connects with website forms, Google and Meta ads, live chat and popular CRMs. Enterprise adds an open API, custom integrations, SSO, data residency and private deployment. It runs on Android, iOS and the web. Pricing starts at $29/mo, with a 14-day trial and no free plan.
For and against
For
- Collects forms, ads, calls and chat in one lead pool
- Routes leads by practice area, jurisdiction, location and workload
- Playbooks include reminders and overdue escalation
- Pipeline reports include funnel and channel ROI views
- Available on Android, iOS and web
Against
- No free plan
- Pricing starts at $29/mo
- Enterprise pricing is custom
The verdict
CaseDesk combines omnichannel legal lead capture with configurable assignment, follow-up automation and pipeline analytics. A 14-day trial is available before choosing a paid plan.
Who it suits
CaseDesk suits solo practitioners, growing teams, small-to-mid firms, and larger or multi-office practices needing structured intake and routing. Its plans are also presented for firms with hundreds of attorneys.
Plans and prices
Solo
Single user · omnichannel lead capture · follow-up reminders & templates · core dashboard
Read 15 Oct 2026 · photra.io
Team
From 5 seats, scalable · smart routing & claim mode · follow-up playbooks & escalation · funnel & channel ROI analytics
Read 15 Oct 2026 · photra.io
Enterprise
Unlimited seats & multi-office · custom routing & approval flows · open API & data integrations · SSO, audit logs & data residency
Read 15 Oct 2026 · photra.io
On the record
- AI positioning
- Photra describes smart routing, automatic summaries and next-best-action suggestions as built into its workflows.photra.io · read 15 Oct 2026
- Analytics
- Pipeline analytics include a conversion funnel, cost-per-lead and ROI by channel, attorney and team dashboards, and one-click exports.photra.io · read 9 Oct 2026
- API
- An open API and custom data integrations are advertised only with Enterprise.photra.io · read 15 Oct 2026
- Call records
- CaseDesk states that call recordings and notes can be captured automatically.photra.io · read 15 Oct 2026
- Documentation and licence
- The opened Photra pages provide marketing FAQs and onboarding information but do not state an open-source licence or link to public developer documentation.photra.io · read 15 Oct 2026
- Exports
- Partner-meeting reports can be exported with one click.photra.io · read 15 Oct 2026
- Follow-up
- Intake playbooks include staged message templates, automatic reminders, overdue escalation, and automatic capture of call recordings and notes.photra.io · read 9 Oct 2026
- Follow-up automation
- Playbooks provide staged message flows, templates, reminders and escalation of overdue leads.photra.io · read 15 Oct 2026
- Historical migration
- The product supports bulk importing of historical leads.photra.io · read 15 Oct 2026
- Integrations
- Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs.photra.io · read 15 Oct 2026
- Intended users
- The plans are presented for solo practitioners, growing teams and small-to-mid firms, and multi-office or large firms; the FAQ says it serves firms with hundreds of attorneys.photra.io · read 9 Oct 2026
- Lead capture
- It collects website and landing-page forms, Google and Meta advertising leads, live-chat contacts, referrals and inbound calls into one deduplicated pool.photra.io · read 15 Oct 2026
- Lead migration
- The product supports bulk importing historical leads.photra.io · read 9 Oct 2026
- Maker copyright
- The footer carries a 2026 Photra, Inc. copyright notice.photra.io · read 15 Oct 2026
- Maker legal name
- The website footer identifies the company as Photra, Inc.photra.io · read 15 Oct 2026
- Maker performance claim
- Photra reports an average 3.2-times lead-to-client lift and an average first response time of eight minutes.photra.io · read 15 Oct 2026
- Maker scale claim
- Photra claims more than 500 professional teams served across legal, healthcare and real estate.photra.io · read 15 Oct 2026
- Mobile follow-up
- The product page says users can follow up from anywhere on mobile.photra.io · read 15 Oct 2026
