Christine AITry Christine
Therapist Guide

How to Automate Lead & Client Tracking as a Therapist

You just finished a call with David, who needs CBT for panic attacks. You told him you'd email your rates and availability, but between sessions and charting, that note slipped away. Three days later, he's booked with someone else because you couldn't follow up fast enough.

The Current Reality

The Manual Way

Scratching lead details on sticky notes or lost texts, then typing out emails and hunting for calendar openings later.

45 minutes per week
  1. Write the lead's name and issue on a notepad while on the call
  2. Dig through Google Calendar to find three possible intake slots
  3. Type up an email intro with fees and insurance details
  4. Hit send and set a phone alarm to follow up in 48 hours
  5. Copy contact info into SimplePractice by hand if they book

With Christine AI

The Christine Way

Voice-note the lead details right after hanging up; Christine writes the email, checks real-time availability, and logs the lead.

You

Voice-note: 'New lead David Miller, panic attacks, wants CBT. Send him my rate ($130), say I take Aetna, and offer next Tue 2pm or Wed 10am.'

Christine

Christine drafts a warm email with your specific rates and insurance info, adds the two available slots, and saves David to your Lead Tracking Sheet.

You

Text: 'If David books, add him to my calendar and send the intake forms link.'

Christine

Christine watches for replies; once confirmed, she books the slot in Google Calendar and emails the automated intake packet.

Time Saved Per Week

3.5 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 got off the phone with Sarah Jenkins. She's looking for trauma therapy, EMDR certified. Can you email her my intro packet? Offer her Thursday 3pm or Friday 9am.
9:41 AM
Got it. Those slots are open. I'm drafting an email to Sarah now mentioning your EMDR work and the two times. Should I include your $130/session rate?
9:41 AM
Yes, and tell her I can provide a superbill for out-of-network benefits.
9:42 AM
Added. Email sent to [email protected]. I've also added a row to your 'Q3 Leads' sheet with her info and tagged her 'EMDR Interest'. I'll let you know if she replies.
9:42 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