Legal & compliance support without the billable hour

Attorneys, compliance officers, and business owners spend hours on tasks that don't require a law degree — tracking deadlines, organizing contracts, preparing templates, and chasing signatures. At $35–$95/hr, Trusty Oak gives you US-based support for the administrative and research-heavy side of legal and compliance work, without adding headcount. Across 55 logged time entries in this category, our EAs have helped clients stay organized, audit-ready, and ahead of deadlines.

What your executive assistant handles

Concrete tasks our team takes on — not vague promises.

Contract Tracking & Deadline Management

EAs maintain a centralized contract log — typically in Airtable, Notion, or a shared spreadsheet — tracking renewal dates, expiration windows, and counterparty details so nothing lapses without notice.

E-Signature Coordination via DocuSign or PandaDoc

EAs prepare signature packets, route documents to the correct signatories in DocuSign or PandaDoc, follow up on outstanding signatures, and file completed agreements in the appropriate folder structure.

Regulatory Research & Summarization

EAs research state-specific licensing requirements, industry regulations, or compliance deadlines and deliver structured summaries so decision-makers can act without wading through primary sources themselves.

Policy & Procedure Document Maintenance

EAs update employee handbooks, internal compliance policies, and SOPs in Google Docs or Confluence to reflect regulatory changes or internal decisions, maintaining version history throughout.

Business License & Filing Deadline Tracking

EAs build and maintain a master calendar of state, local, and federal filing deadlines — registered agent renewals, annual reports, permits — with reminders set in advance so filings are never missed.

NDA and Template Management

EAs organize standard legal templates in a structured document library, manage version control, and handle distribution of approved NDAs, MSAs, or other routine agreements to internal teams and vendors.

$Trusty Oak fractional talent services$

How the handoff works

After you sign up, your dedicated Client Success Manager schedules a kickoff call to build your Strategic Delegation Plan — this is where you identify which compliance tasks are consuming the most time and map out exactly how you want them handled. In the first week, your EA typically gets access to your document storage (Google Drive, SharePoint, or Dropbox), your e-signature platform, and your contract tracking system, then works through an initial audit or backlog project to get oriented. From there, work is handed off through your preferred channel — email, Slack, or a project management tool like Asana or ClickUp — with turnaround expectations set upfront. Most clients establish a recurring weekly rhythm within the first two weeks.

Tools our team works with

We adapt to your existing stack — no forced migrations.

PandaDoc

Airtable

Google Workspace

DocuSign

Notion

SharePoint

...and many more!

What legal & compliance support support costs

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants

~$35/hour

15 hours $525

Specialists

~$50/hour

10 hours $500

Fractional Executives

~$95/hour

5 hours $475

Your monthly budget

$1,500

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

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Frequently Asked Questions

Can an EA handle this work without a legal background?

Most legal and compliance administrative work doesn't require a law license — it requires attention to detail, strong organizational systems, and the ability to follow established processes. Trusty Oak EAs handle the tracking, coordination, document management, and research tasks; your attorney or compliance officer handles the judgment calls. If your work requires licensed legal advice, that's outside scope, but the administrative layer around it is exactly what EAs are built for.

How do you handle confidentiality with sensitive legal documents?

All Trusty Oak team members sign NDAs as part of onboarding, and EAs are accustomed to working within client-defined access controls — meaning they only touch the systems and files you explicitly grant access to. We recommend clients use role-based permissions in their document platforms (Google Drive, SharePoint, etc.) to limit EA access to relevant folders rather than granting blanket access.

What if my compliance needs vary month to month?

Trusty Oak's model is built for variable workloads — unused hours roll over each month, so a light month doesn't mean wasted budget. If you have a heavy filing period or an audit coming up, you can lean into your banked hours without changing your plan. After the initial 3-month commitment, the arrangement is month-to-month.

How long does it take to get an EA up to speed on our compliance processes?

Most clients see their EA operating independently on routine tasks within the first two weeks. The onboarding process includes a Strategic Delegation Plan that documents your workflows upfront, which significantly reduces ramp time. Providing your EA with existing SOPs, template libraries, or a brief walkthrough of your systems during week one accelerates this further.

Get compliance tasks off your plate

Starting at $1,000/month with a one-time $300 onboarding fee, you get a dedicated US-based EA and a Strategic Delegation Plan built around your actual workload — not a generic package. Let's figure out what to hand off first.