Phone & communication support for law firms & legal professionals
When a potential client calls your firm, the first voice they hear shapes whether they retain you. Attorneys and paralegals can't always break from depositions, client meetings, or document review to field every call — but missed calls mean missed retainers. A Trusty Oak EA handles your inbound and outbound communication so nothing falls through while you're heads-down on billable work.
How Trusty Oak handles phone & communication for lawyers and law firms
A Trusty Oak EA assigned to a legal client typically manages inbound call screening, routes urgent matters to the right attorney, and follows up with prospective clients who submitted intake forms through your website or Clio Grow. They work inside your existing systems — whether that's Clio, MyCase, Lawmatics, or a Google Voice line — and operate from a script or intake protocol you define during onboarding. Your Client Success Manager helps you build that protocol as part of your Strategic Delegation Plan, so the EA knows exactly what to ask a new personal injury lead versus a returning estate planning client. Your role is to review flagged messages, take escalated calls, and occasionally update the intake criteria — the day-to-day call handling runs without you.
What your EA takes off your plate
Before your EA takes a single call, write down the three or four questions that determine whether a prospect is actually a fit for your practice — practice area, jurisdiction, case type, and ability to pay a retainer. The most common mistake is handing off call handling before that filter exists, which results in your EA scheduling consultations with people you'd never take on. A one-page intake script takes about 30 minutes to draft and saves you hours of wasted consultation time.
New Client Intake Call Screening
EA conducts initial intake calls using your firm's questionnaire, captures conflict-check information, and logs the prospect in Clio Grow or your CRM before routing to the attorney.
Appointment Scheduling and Confirmation
EA books consultations and follow-up meetings via Calendly or your practice management calendar, sends confirmation emails, and makes reminder calls to reduce no-shows.
Inbound Call Routing and Message Taking
EA answers calls on your Google Voice, Grasshopper, or RingCentral line, triages urgency, and delivers structured messages so attorneys can prioritize callbacks efficiently.
Outbound Follow-Up with Prospective Clients
EA places follow-up calls or sends templated emails to leads who haven't responded to an initial consultation offer, using cadences you approve in advance.
Referral Source Communication
EA handles routine outbound calls and emails to referral partners — other attorneys, financial advisors, or medical providers — to acknowledge referrals and provide status updates within ethical guidelines.
Tools our team works with
We adapt to your existing stack — no forced migrations.
Zoom Phone 
HubSpot 
OpenPhone 
Google Voice 
Acuity Scheduling 
Calendly 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 phone & communication to broader operational support.
What phone & communication 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
Stop missing calls between client meetings
Trusty Oak matches you with a US-based EA who understands legal intake and professional communication standards. Monthly plans start at $1,000 with a one-time $300 onboarding fee that includes your Strategic Delegation Plan.