How to Automate Lead & Client Tracking as a Independent Lawyer
Solo attorneys waste billable hours piecing together client intakes from scattered voice memos and legal pads. Missing a detail like the April 2025 complaint date in the Gonzalez file can push back case strategy by days.
The Current Reality
The Manual Way
Typing notes from voicemails into Word, entering dates into Google Calendar by hand, and stuffing receipts into physical folders.
- Listen to the 20-minute intake recording while stopping to type summaries.
- Dig through email chains to find the exact court deadline the clerk mentioned.
- Manually build a calendar event with multiple reminders for the filing date.
- Write the engagement letter from scratch using an old template.
- Snap photos of receipts and sort them into Excel rows by client matter.
With Christine AI
The Christine Way
Text or voice-note tasks directly to Christine. She drafts documents, updates calendars, and logs expenses right away.
You
Send a voice note: 'Maria Gonzalez intake, landlord dispute at 415 Oak St, 3 lease violations since Jan, prior complaint April 2025.'
Christine
Creates a case summary doc and adds key dates to your Google Calendar.
You
Text: 'Draft engagement letter for Maria, flat fee $2,500, scope limited to negotiation.'
Christine
Generates a Word doc ready for signature and emails it to Maria.
You
Snap a photo of the $340 filing fee receipt.
Christine
Pulls the amount via OCR and logs it to the Rodriguez matter sheet for reimbursement.
Time Saved Per Week
6 hours per week
Back in your pocket every single week — just for this one task.
See it in iMessage
Just text Christine like you would a friend.
Christine
AI Secretary
Stop doing this manually.
Let Christine handle it.
Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.
7-day money-back guarantee. No credit card to start.