Legal sales & lead generation support — so attorneys stay billable

Most law firms don't have a dedicated business development person, which means rainmaking falls on the attorneys themselves — the most expensive people in the building. A Trusty Oak EA can own the prospecting and follow-up work that keeps your pipeline moving without requiring a full-time hire. Whether you're a solo practitioner growing a referral network or a mid-size firm targeting a new practice area, this is work that can be delegated.

100+ tasks completed in this service category across our client base.

Fractional sales & lead generation support for lawyers and law firms

How Trusty Oak handles sales & lead generation for lawyers and law firms

A Trusty Oak EA handling sales and lead generation for a legal client typically works inside tools like Clio Grow, Lawmatics, or a CRM like HubSpot to track prospects and manage follow-up sequences. Day-to-day, they're researching potential referral sources — other attorneys, CPAs, financial advisors, or industry contacts depending on your practice area — logging outreach activity, and drafting personalized follow-up emails for attorney review before they go out. They'll also monitor intake forms, flag warm leads, and make sure no prospective client falls through the cracks between initial contact and consultation. Your role is to review and approve outreach messaging, take the calls and consultations, and provide context when a lead needs a personal touch. The EA handles the infrastructure and consistency; you handle the relationship.

What your EA takes off your plate

Before your first session, document the profile of your ideal client or referral source as specifically as you can — practice area, geography, firm size, or industry vertical. The most common mistake legal professionals make when delegating business development is handing over a vague mandate like 'find us more clients' without defining what a qualified lead actually looks like for their firm. The more clearly you define the target, the faster your EA can produce work you'll actually use.

Referral Source Research & List Building

Identifies and compiles targeted lists of potential referral partners — such as estate planners for a probate practice or HR consultants for an employment law firm — using LinkedIn, bar association directories, and industry databases.

CRM Data Entry & Pipeline Management

Keeps your Clio Grow, Lawmatics, or HubSpot pipeline current by logging contacts, updating lead statuses, and flagging prospects that need follow-up before they go cold.

Prospecting Outreach & Follow-Up Sequences

Drafts and schedules personalized outreach emails and LinkedIn messages for attorney review, then manages the follow-up cadence so no warm contact is left waiting.

Intake Form Monitoring & Lead Qualification

Reviews incoming leads from your website contact forms or legal intake tools, applies basic qualification criteria you define, and routes high-priority prospects for prompt attorney response.

Business Development Activity Reporting

Compiles weekly or monthly summaries of outreach volume, response rates, and pipeline movement so you can see what's working and adjust your BD strategy accordingly.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Salesforce

ZoomInfo

Apollo.io

HubSpot

Outreach

LinkedIn Sales Navigator

...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 sales & lead generation to broader operational support.

What sales & lead generation 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.

Book a Discovery Call

Frequently Asked Questions

Can an EA do business development outreach on behalf of our firm without creating ethics issues?

Yes — with the right setup. Your EA handles research, list building, and drafting outreach for your review; attorneys approve and send communications that require professional judgment or create a client relationship. This keeps you compliant with your state bar's rules on attorney advertising and solicitation while still getting the administrative lift off your plate.

We use Lawmatics for intake — can a Trusty Oak EA work inside that platform?

Trusty Oak EAs are experienced with legal-specific CRM and intake tools including Lawmatics, Clio Grow, and MyCase, as well as general CRMs like HubSpot and Salesforce. During onboarding, your Client Success Manager will confirm tool familiarity and get your EA access configured before work begins.

How many hours per month does sales and lead generation realistically take for a law firm?

For a firm actively trying to grow a referral network or fill a new practice area, most clients see meaningful traction starting around 10–15 hours per month — enough to cover consistent outreach, CRM maintenance, and weekly reporting. Trusty Oak's monthly budget starts at $1,000, and unused hours roll over, so you're not penalized if a month is slower than expected.

Start building your legal pipeline

Trusty Oak's onboarding includes a Strategic Delegation Plan built around your firm's specific BD goals — so your EA starts with context, not guesswork. The one-time onboarding fee is $300, and monthly talent budgets start at $1,000.