CaseDesk

At a glance

• Editor score
  6.6 / 10
• Pricing
  14-day trial
• Best for
  Legal teams focused on lead routing
• Free plan
  No
• Paid from
  $29/mo
• Facts checked
  20 Sep 2026

• Where it wins

  • Centralizes leads from forms, ads, chat, referrals and inbound calls
  • Routes leads by practice area, jurisdiction, location and workload
  • Adds reminders, escalation, call notes and funnel analytics

• Where it doesn't

  • No verified client portals, signatures, document uploads or payments
  • Team pricing starts at $129/month and from 5 seats
  • Solo lacks advanced routing, ROI analytics and CRM integrations

Our verdict on CaseDesk

CaseDesk is lead and intake management software for law firms. It brings inquiries from website forms, landing pages, advertising, chat, referrals and inbound calls into a centralized lead pool. Legal teams can route matters by practice area, jurisdiction, location and workload, then manage assignments through round-robin, claim or team-pool modes. The product is aimed at solo practitioners, growing teams and multi-office firms that need more control over lead distribution and follow-up.

Pricing is organized around firm size and operational complexity. The Solo plan costs $29 per month for one user and includes omnichannel lead capture, follow-up reminders and templates, plus a core dashboard. Team costs $129 per month, starts from 5 seats, and adds smart routing, claim mode, follow-up playbooks, escalation, funnel and channel ROI analytics, and integrations with ad platforms and CRMs. Enterprise provides unlimited seats and multi-office support, custom routing and approval flows, an open API, data integrations, SSO, audit logs, data residency and a dedicated customer success manager. A 14-day free trial is available, and the product is paid rather than free.

The standout focus is lead operations rather than the full client-intake lifecycle. CaseDesk covers staged follow-up, message templates, automatic reminders, overdue escalation, reassignment, call recordings and notes, historical lead import, one-click exports and performance reporting. Integrations include Google Ads, Meta ads, live chat, popular CRMs and website forms. That makes it a strong fit for firms measuring acquisition channels and directing inquiries to the right people. Firms that need verified client portals, signatures, document uploads or payments should choose a broader intake product instead.

Your product? Our editors can test CaseDesk in depth and publish a review, labelled as paid · from $149/mo →

CaseDesk pricing

All 3 CaseDesk plans and prices →

CaseDesk fact sheet

CaseDesk integrations

CaseDesk lists 5 integrations on its own site.

• Google Ads
• Meta ads
• live chat
• popular CRMs
• website forms

Alternatives to CaseDesk

• PorticoA broad client intake workflow with a free plan and paid automation tiers.9.4
• IntakeA low-cost intake platform with AI classification, payments, signatures, and automation access.9.2
• LaunchBayA paid web platform for turning client intake into structured project workflows.9.0

See all CaseDesk alternatives →

Featured on iTechGuides

CaseDesk is listed in our Client Intake Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update