Event planning & coordination support for law firms & legal teams

Law firms run events with real stakes — CLE seminars with accreditation requirements, client appreciation dinners with billing partners in the room, and recruiting receptions where first impressions matter. Managing venue contracts, catering logistics, and RSVP tracking alongside a full caseload isn't sustainable. A Trusty Oak EA handles the coordination so your attorneys and staff stay focused on client work.

Fractional event planning & coordination support for lawyers and law firms

How Trusty Oak handles event planning & coordination for lawyers and law firms

A Trusty Oak Executive Assistant takes ownership of the logistics layer for your firm's events — researching and vetting venues, managing vendor communications, building and tracking RSVP lists, and keeping a master timeline that surfaces action items before they become problems. For CLE events, your EA can coordinate with accreditation bodies to gather required documentation and track attorney attendance for compliance records. They work inside tools your team already uses — whether that's Clio for client-related event tracking, Outlook or Google Workspace for invitations and calendar management, or Eventbrite and Zoom for registration and virtual attendance. Your role is to approve decisions and show up; your EA handles the back-and-forth that would otherwise fill your inbox for weeks.

What your EA takes off your plate

Before your first event handoff, give your EA a clear picture of who your audience is — clients, recruits, referral sources — and any non-negotiables like budget caps or preferred vendors. The most common mistake is waiting until two weeks out to bring someone in; the earlier your EA is looped in, the more leverage they have on venue availability and vendor pricing.

CLE Seminar Logistics Coordination

Manages venue booking, speaker confirmations, materials preparation, and attendance tracking to meet state bar accreditation requirements.

Vendor Sourcing and Contract Review Prep

Researches and compares caterers, AV providers, and event spaces, then compiles quotes and contract summaries for attorney review before signing.

Guest List Management and RSVP Tracking

Builds and maintains attendee lists — including clients, prospects, and referral partners — using tools like Eventbrite, Google Sheets, or your firm's CRM.

Client Appreciation Event Planning

Coordinates all details for client dinners or receptions, including invitations, dietary accommodations, seating logistics, and day-of communication with the venue.

Post-Event Follow-Up and Documentation

Sends thank-you correspondence to attendees, compiles attendance records for CLE reporting, and documents vendor performance notes for future reference.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Asana

Airtable

Google Workspace

Zoom Events

Eventbrite

Typeform

...and many more!

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 event planning & coordination to broader operational support.

What event planning & coordination support costs for lawyers and law firms

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 a Trusty Oak EA handle CLE accreditation requirements for our seminars?

Your EA can coordinate the administrative side of CLE compliance — gathering required documentation, submitting applications to the relevant state bar, and tracking attorney attendance for reporting purposes. They won't provide legal guidance on accreditation rules, but they can manage the process once your team identifies the requirements.

We host confidential client events — how does Trusty Oak handle sensitive guest information?

All Trusty Oak EAs operate under confidentiality expectations standard to professional services work, and you can extend your firm's NDA to cover your EA relationship. Guest lists and client details are handled with the same discretion you'd expect from an in-house employee, and your EA works within whatever access permissions you set.

Our events are infrequent — is it worth having an EA on retainer for this?

Most Trusty Oak legal clients use their EA hours across multiple service areas, not just events — so your monthly budget covers executive assistant work like scheduling, research, and communications in between events. Unused hours roll over each month, so a slow quarter doesn't mean wasted spend.

Let your team focus on billable work

Trusty Oak's onboarding includes a Strategic Delegation Plan built around your firm's actual workload — so your EA is ready to take on event coordination from day one. Start with a $1,000/month budget and a dedicated Client Success Manager.