AI strategy and implementation for professional services firms $3M–$50M. 30+ years in tech.
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You know AI is important. But your team is scattered—IT, operations, finance, each trying different tools. No strategy. No ROI. No one accountable.
Compliance, security, hallucinations—how do you trust it with client data?
You don't have time to evaluate tools. Your staff doesn't know where to start.
Savings and revenue impact aren't obvious. Budgets disappear into tools no one uses.
Professional services firms that need to keep pace with AI—but in operations, not labs.
Medical practices, clinics, rehabilitation centers. Intake, scheduling, coding automation.
80% phone call reductionLaw firms, accountancies, tax practices. Contract review, document generation, client management.
45min → 8min intakeAEC firms, consulting engineers. Proposal automation, specs, RFP responses.
3 days → 3 hours proposalsStrategy firms, creative agencies, boutique consultancies. Research, client delivery, operations.
40% faster deliveryThree approaches. Pick what fits your stage.
3–5 days close look into your operations. Where do you have the most waste? What's the regulation risk? What's realistic in 90 days vs. 18 months?
$25,000–$35,000
I become your part-time AI lead. Strategy, vendor selection, implementation oversight, team coaching, roadmap. Available for calls, Slack, and reviews.
$5K–$15K/month
Train your team on AI fundamentals, governance, tools evaluation, or specific use cases (intake, document automation, etc.).
$6,000–$10,000
Real impact from client engagements.
Feedback from partners and firm leaders I've worked with.
Raymond cut through our AI confusion in two weeks. We went from 'we should probably do something' to a clear 90-day plan that's already saving us 30 hours a month on intake alone.
We tried three AI tools before hiring Raymond. He showed us we were solving the wrong problem. Six months in, our billing accuracy is up 22% and the team actually uses the system.
Having a vCAIO on retainer means I don't waste time on vendor pitches anymore. Raymond handles evaluation, negotiation, and implementation oversight. Worth every dollar.
I work closely with leading AI implementation firms to deliver end-to-end solutions.
The framework I use with every vCAIO client. This is where the methodology starts. Read it first, then let's talk about your firm.
Available on Amazon. Used by firm leaders across 12 countries as their AI strategy foundation.
Learn More About the BookGet the free AI Readiness Assessment — a 10-minute self-evaluation that shows where your firm stands on automation readiness, your biggest quick-win opportunities, and what a realistic 90-day plan looks like.
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Let's start with a 30-minute conversation about your biggest operational bottleneck and what's realistic to fix in 90 days.
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