Side by side
CaseDesk vs ClearClient
Both stand on client intake software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial AndroidAPIiPhone+1
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.
Visit CaseDesk
Free trial Web
ClearClient combines client intake, document workflows, and onboarding tracking, with client and team limits that vary by plan. It is a record-keeping platform rather than a licensed compliance service, and terminated accounts have 30 days to export their data.
Visit ClearClientThe facts
| CaseDesk | ClearClient | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | Not published | Not published |
| Runs on | Android, API, iPhone, Web | Web |
| Lowest paid plan | Solo: $29 a month | Starter: $19 a month |
| Plans published | 3 | 3 |
| Maker | Not published | Not published |
| Website | photra.io | clearclient.io |
| On client intake software | #11 of 27 | #15 of 27 |
CaseDesk: 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.
ClearClient: what it does well
- Clients can submit files without creating an account
- Tracks onboarding stages and missing documents
- Supports contract templates and countersigning
- Exports client data in PDF or CSV
- Data encrypted at rest and in transit
What to know first
- No free plan
- Starter limits active clients to 50
- Data is permanently deleted after the 30-day export period
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