The lead engine for modern law firms
CaseDesk unifies lead capture, smart routing, follow-up playbooks and pipeline analytics — so your firm turns more inquiries into signed retainers.
Every lead, in one place
Whether a prospect arrives from your website form, paid ads, live chat, a referral or an inbound call, CaseDesk pulls them into a single, deduplicated lead pool — no more leads scattered across inboxes and spreadsheets.
- ✓Website forms & landing pages in one click
- ✓Google & Meta ad leads captured automatically
- ✓Inbound calls and chat logged instantly
- ✓Bulk-import historical leads for a clean migration
+42%
capture efficiency
The right case to the right attorney
CaseDesk routes each lead to the best-fit attorney based on practice area, jurisdiction, client location and current workload. Prefer round-robin, cherry-pick or team pools? Configure it visually in minutes.
- ✓Route by practice area, location & workload
- ✓Round-robin, claim or team-pool modes
- ✓Visual rules you can adjust any time
- ✓Auto-reassign and escalate on no-response
8 min
avg. response time
Standardized follow-up, zero dropped leads
Built-in intake playbooks, staged message templates and automatic reminders keep every lead moving. Overdue leads escalate to the owner automatically, so no promising case ever slips through the cracks.
- ✓Staged follow-up flows & message templates
- ✓Automatic reminders with overdue escalation
- ✓Call recordings & notes captured automatically
- ✓Follow up from anywhere on mobile
0
dropped follow-ups
See exactly where your cases come from
A full funnel from first touch to signed retainer, with cost-per-acquisition and ROI broken down by channel — so partners and marketing leads can put budget where the cases actually come from.
- ✓End-to-end conversion funnel
- ✓Cost-per-lead and ROI by channel
- ✓Attorney & team performance dashboards
- ✓One-click exports for partner meetings
3.2x
return on ad spend
Your intake pipeline, running by tomorrow
Connect your lead sources
Hook up website forms, ads and inbound calls in minutes and import your historical leads.
Configure routing rules
Set auto-assignment by practice area, jurisdiction and team workload.
Follow up and sign
Work leads through your playbook and track every one to a signed retainer on a live board.
What attorneys say
Leads used to live in text messages and spreadsheets, so we dropped them constantly. With CaseDesk our response time went from hours to under 10 minutes and quarterly signings nearly doubled.
Sarah Whitman
Family Law Team Lead
Smart routing gets the right matter to the right attorney. Client experience and win rates are both up, and management is far simpler.
Marcus Lee
Partner, Full-service Firm
The channel ROI report let us cut two underperforming campaigns and dropped our cost per client by 30%.
Elena Torres
Head of Marketing, Law Firm
Pick the plan that fits your firm
Every plan includes a 14-day free trial. No credit card required.
Solo
For solo practitioners getting a grip on their pipeline.
$29/ mo
- ✓Single user
- ✓Omnichannel lead capture
- ✓Follow-up reminders & templates
- ✓Core dashboard
Team
For growing teams and small-to-mid firms.
$129/ mo+
- ✓From 5 seats, scalable
- ✓Smart routing & claim mode
- ✓Follow-up playbooks & escalation
- ✓Funnel & channel ROI analytics
- ✓Ad platform & CRM integrations
Enterprise
For multi-office and large firms operating at scale.
Custom
- ✓Unlimited seats & multi-office
- ✓Custom routing & approval flows
- ✓Open API & data integrations
- ✓SSO, audit logs & data residency
- ✓Dedicated customer success manager
Questions, answered
What size of firm is CaseDesk for?+
From solo practitioners to firms with hundreds of attorneys. Solo, Team and Enterprise plans let you scale smoothly as you grow.
How is client data kept secure and compliant?+
CaseDesk offers granular permissions, audit logs and data masking. Enterprise adds SSO, data residency and private deployment to meet your compliance requirements.
Can it connect to our ad platforms and existing tools?+
Yes. CaseDesk supports website forms, Google/Meta ads, live chat and popular CRMs, with an open API and custom integrations on Enterprise.
How long does onboarding take?+
Most teams are live within a day. You get guided setup, a historical-lead import tool and dedicated support.
Start your 14-day free trial
No credit card required. Leave your details and a specialist will get you set up within one business day.
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