Freedom251 › Legal CRM Software
CaseDesk
What CaseDesk is
CaseDesk combines lead intake, assignment, follow-up and pipeline reporting 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 imports of historical leads. Firms can assign leads according to practice area, jurisdiction, client location or workload, with round-robin, claim and team-pool modes.
Follow-up playbooks offer staged message templates, automatic reminders and overdue escalation. Call recordings and notes can also be captured automatically. Pipeline analytics include a conversion funnel, cost-per-lead and ROI by channel, attorney and team dashboards, and one-click exports. CaseDesk supports 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, while Enterprise adds SSO, data residency and private deployment.
The product is available on Android, iOS and the web. Plans are presented for solo practitioners, growing teams, small-to-mid firms and larger or multi-office firms; the FAQ says it serves firms with hundreds of attorneys. Solo costs $29 a month, Team starts at $129 a month, and Enterprise uses custom pricing. Every plan includes a 14-day free trial without a credit card.
Who it suits
CaseDesk suits solo practitioners and firms that want to collect leads across multiple channels, assign them by defined criteria and organize follow-up. Its Team and Enterprise plans also address growing, multi-office and large firms, including firms with hundreds of attorneys.
What it does well
- Combines forms, ads, calls and chat in a deduplicated lead pool.
- Supports bulk importing of historical leads.
- Routes leads by practice area, jurisdiction, location or workload.
- Playbooks include reminders and overdue escalation.
- Reports conversion, channel ROI and cost-per-lead.
What to know first
- Solo is limited to a single user.
- Team pricing starts at $129 a month.
- Enterprise pricing is custom.
Limits
Solo costs $29 a month and includes a single user, omnichannel lead capture, follow-up reminders and templates, and a core dashboard. Team starts at $129 a month with five or more seats; Enterprise pricing is custom.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Team | $129/ mo+ · From 5 seats, scalable · smart routing & claim mode · follow-up playbooks & escalation · funnel & channel ROI analytics · ad platform & CRM integrations | $129 a month |
| Solo | $29/ mo · Single user · omnichannel lead capture · follow-up reminders & templates · core dashboard | $29 a month |
| Enterprise | Custom · Unlimited seats & multi-office · custom routing & approval flows · open API & data integrations · SSO, audit logs & data residency · dedicated customer success manager | On request |
As photra.io lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Open the CaseDesk product website.
- Choose a plan and begin its 14-day free trial; no credit card is required.
- Connect supported website forms, Google or Meta ads, live chat or a popular CRM.
- Import historical leads if needed.
- Use guided setup and configure lead routing and follow-up playbooks.
Verdict
Pick CaseDesk if your firm needs a shared intake pool, configurable routing and follow-up reporting across lead channels. Solo is for one user; firms needing scalable seats, advanced routing or enterprise controls should consider Team or Enterprise pricing.
Questions
How much does CaseDesk cost?
Solo costs $29 a month. Team starts at $129 a month, and Enterprise has custom pricing.
Does CaseDesk have a free plan or trial?
There is no free plan. Every plan includes a 14-day free trial with no credit card required.
Which platforms are supported?
CaseDesk is available on Android, iOS and the web.
What integrations does it support?
It supports website forms, Google and Meta ads, live chat and popular CRMs. Enterprise includes an open API and custom integrations.
Who makes CaseDesk, and what support is offered?
CaseDesk is offered by Photra. Support is available by email at [email protected], Monday–Friday, 9:00–18:00.
What does Enterprise add?
Enterprise includes unlimited seats and multi-office use, custom routing and approval flows, open API and data integrations, SSO, audit logs, data residency and a dedicated customer success manager.
Facts from CaseDesk's own pages
- AI positioning
- Photra describes smart routing, automatic summaries and next-best-action suggestions as built into its workflows. · photra.io, 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, 9 Oct 2026
- API
- An open API and custom data integrations are advertised only with Enterprise. · photra.io, 15 Oct 2026
- Call records
- CaseDesk states that call recordings and notes can be captured automatically. · photra.io, 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, 15 Oct 2026
- Exports
- Partner-meeting reports can be exported with one click. · photra.io, 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, 9 Oct 2026
- Follow-up automation
- Playbooks provide staged message flows, templates, reminders and escalation of overdue leads. · photra.io, 15 Oct 2026
- Historical migration
- The product supports bulk importing of historical leads. · photra.io, 15 Oct 2026
- Integrations
- Supported connections named by Photra include website forms, Google and Meta ads, live chat and popular CRMs. · photra.io, 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, 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, 15 Oct 2026
- Lead migration
- The product supports bulk importing historical leads. · photra.io, 9 Oct 2026
- Maker copyright
- The footer carries a 2026 Photra, Inc. copyright notice. · photra.io, 15 Oct 2026
- Maker legal name
- The website footer identifies the company as Photra, Inc. · photra.io, 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, 15 Oct 2026
- Maker scale claim
- Photra claims more than 500 professional teams served across legal, healthcare and real estate. · photra.io, 15 Oct 2026
- Mobile follow-up
- The product page says users can follow up from anywhere on mobile. · photra.io, 15 Oct 2026
- Name collision: Indian pricing
- The casedesk.co.in site says its founding-firm tier is custom priced rather than publicly fixed. · casedesk.co.in, 15 Oct 2026
- Name collision: Indian product
- The unrelated casedesk.co.in product is a closed-beta legal-intelligence platform for Indian law firms with a court registry and document-analysis workspace. · casedesk.co.in, 15 Oct 2026
- Name collision: Indian upload limits
- The casedesk.co.in product accepts PDF, DOCX and JPEG/PNG scans up to 20 MB per file. · casedesk.co.in, 15 Oct 2026
- Name collision: Irish pricing
- The casedesk.io product lists Practitioner at €199 monthly, Professional at €499 monthly and Firm at €899 monthly, each with annual alternatives. · casedesk.io, 15 Oct 2026
- Name collision: Irish product
- The unrelated casedesk.io product is positioned for Irish employment-law practices and says it has operated as a working prototype since 2025. · casedesk.io, 15 Oct 2026
- Name collision: Irish security
- That casedesk.io product claims AES-256 encryption, EU hosting, mandatory two-factor authentication, audit trails and no training use of customer data. · casedesk.io, 15 Oct 2026
Where CaseDesk stands on Freedom251
- Legal CRM Software#5 of 34
- Client Intake Software#11 of 27