⚖
Client Tracker
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+ Log Communication
All types
Meetings
Emails
Phone Calls
Texts
Notes
Quick log:
Estimate
Invoice
Subscription
Project
New Client
Name *
Company
Email (used for bookmarklet auto-match)
Phone
Cancel
Save Client
Log Communication
Client *
Type *
Meeting
Email
Phone Call
Text
Note
Date *
Subject
Project Type
— Select project type —
Document Automation
Legal Research
Contract Drafting
Contract Review
Legal Consultation
Estate Planning
Litigation Support
Compliance Review
Land Services
Monthly Subscription
Other
Amount ($)
Estimate Approved Date
Estimate Rejected Date
Payments
+ Add Payment
Notes
✦ Summarize with Claude — copies prompt & opens Claude.ai
Source link (Gmail / Calendar)
Cancel
Save
New Project
Project Name *
Status *
Project Credentials
Building
Test
Meet
Edits
Completed
Client Name
Client Email
SD UID
Date Started
Due Date
Date Finished
Delete
Cancel
Save Project
New Subscription
Contact *
Subscription Type
Begin Date *
End Date
(blank = active)
Amount ($)
Delete
Cancel
Save Subscription
Log Estimate
Client *
Sent Date
Amount ($)
Approved Date
(blank = pending)
Denied Date
Portal Estimate ID
(optional)
Notes
Delete
Cancel
Save Estimate
Log Invoice
Client *
Sent Date *
Due Date
Amount ($) *
Payments
+ Add Payment
Portal Invoice ID
(optional)
Notes
Delete
Cancel
Save Invoice