CRM & project management support for law firms & legal professionals
Between active matters, client intake, deadlines, and business development, most legal professionals are managing more moving parts than any one person should track manually. A Trusty Oak EA can own the administrative layer of your CRM and project management systems — keeping contact records current, matter timelines organized, and nothing falling through the cracks. Whether you're running Clio, Lawmatics, or a general-purpose CRM like HubSpot alongside a project tool like Asana or Monday.com, we've worked in these environments before.
100+ tasks completed in this service category across our client base.
How Trusty Oak handles crm & project management for lawyers and law firms
A Trusty Oak EA assigned to your legal practice will typically work inside your existing CRM and matter management tools to handle the tasks that require consistency and attention to detail but not your billable time. On the CRM side, that means logging client communications, updating contact and matter records after calls or meetings, managing intake pipeline stages, and flagging stale leads or dormant client relationships that need follow-up. On the project management side, your EA can build out matter timelines, create and assign recurring task templates for common matter types, track deadline dependencies, and keep your team's boards current so status is always visible without a check-in meeting. You stay in the loop through brief async updates — you're making decisions, not doing data entry.
What your EA takes off your plate
Before your first session, pull a list of the CRM fields your team actually uses versus the ones that are always blank — this tells your EA where to focus and what to ignore. The most common mistake is handing over access without a brief walkthrough of how your firm names matters or stages contacts; fifteen minutes of context upfront prevents weeks of cleanup later. You don't need a perfect system before you start — your EA can help document the logic as they go.
CRM Contact and Matter Record Maintenance
Updating client profiles, matter status fields, and communication logs in tools like Clio, Lawmatics, or HubSpot after each touchpoint so records reflect current reality.
Client Intake Pipeline Management
Moving prospective clients through intake stages, sending follow-up reminders, and flagging leads that have gone cold or need attorney review before advancing.
Matter Timeline and Deadline Tracking
Building out project boards in Asana, Monday.com, or ClickUp with key milestones, filing deadlines, and task dependencies mapped to each active matter.
Recurring Task Template Setup for Matter Types
Creating standardized task checklists for common matter types — such as estate planning, contract review, or litigation — so nothing is missed when a new matter opens.
Business Development Activity Logging
Recording referral source data, networking contacts, and BD outreach activity in your CRM so you have an accurate picture of where new business is coming from.
Tools our team works with
We adapt to your existing stack — no forced migrations.
Notion 
Monday.com 
Salesforce 
HubSpot 
Asana 
ClickUp Trusted by lawyers and law firms
Trusty Oak supports lawyers and law firms including Advantage Evans, La Firma Inmigrantes Primero, Rupal Law — handling everything from crm & project management to broader operational support.
What crm & project management support costs for lawyers and law firms
Drag the sliders to build a monthly plan that fits your workload.
Executive Assistants
~$35/hourSpecialists
~$50/hourFractional Executives
~$95/hourStarting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a Discovery CallFrequently Asked Questions
Get your CRM and matter tracking off your plate
Trusty Oak's onboarding includes a Strategic Delegation Plan built around your firm's specific tools and workflows — so your EA is productive from day one, not week four. Plans start at $1,000/month with a one-time $300 onboarding fee.