Independent Lawyer Guide

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.

45 minutes per new client
  1. Listen to the 20-minute intake recording while stopping to type summaries.
  2. Dig through email chains to find the exact court deadline the clerk mentioned.
  3. Manually build a calendar event with multiple reminders for the filing date.
  4. Write the engagement letter from scratch using an old template.
  5. 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.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just finished with the Hendersons. Custody motion due Friday March 14 at 5pm. Remind me 48hrs and 4hrs before.
9:41 AM
Added to Google Calendar: Henderson Custody Motion (Due Mar 14, 5pm). Alerts set for Mar 12 @ 5pm and Mar 14 @ 1pm.
9:41 AM
Also, draft an email to the Davis family summarizing the trust amendments we discussed and list the 4 docs they need for April 3.
9:42 AM
Draft saved in Gmail. It summarizes the QPRT changes and lists the deed, insurance policy, beneficiary forms, and ID copies. Ready to send?
9:42 AM
Yes send it. And log this $85 receipt for the Garcia case copies.
9:43 AM
Email sent to the Davis family. Receipt logged: $85.00 added to 'Garia Case Copies' in your expense sheet.
9:43 AM
Get Started Today

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.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support