Admin Automation Checklist for Independent Lawyers

Client Intake & Case Notes

Reassembling scattered intake notes from legal pads and voice memos
Text or voice-note details after a call; Christine structures them into a clean Google Doc summary right away.
2h 55m/week
Automatable
Drafting engagement letters for new matters
Text the scope and fee; Christine generates a formatted engagement letter draft in Google Docs ready for signature.
1h 30m/week
Automatable
Conducting initial conflict of interest checks
This needs professional judgment and database access we can't automate yet.
45 min/week
Manual

Tracking court filing deadlines buried in email chains
Forward deadline emails; Christine pulls the dates and sets multi-stage reminders in Google Calendar.
2h/week
Automatable
Monitoring statute of limitations expirations
Text the case name and date; Christine schedules alerts 60, 30, and 7 days before expiration.
1h/week
Automatable
Negotiating settlement terms with opposing counsel
Strategic negotiation needs human advocacy and can't be automated.
3h/week
Manual

Drafting post-meeting summary emails for clients
Voice-note key points; Christine drafts the full client email with action items and next steps.
4h/week
Automatable
Logging client expenses from receipt photos
Snap receipt photos; Christine reads the data and logs amounts to the correct client matter in Sheets.
1h 30m/week
Automatable
Reviewing complex discovery documents
Analyzing evidence legally requires attorney expertise and strategic thinking.
5h/week
Manual

Check off automatable tasks above to see how much time and money Christine could save you each month.

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Christine handles your emails, scheduling, documents, and more — so you can focus on independent lawyers.

Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task