AI Services Tailored to Your Firm

Whether you need a strategic roadmap, ongoing AI leadership, or team training—I help you move past experimentation into deployment.

Choose Your Path

Start with discovery, then scale into ongoing leadership or specific training.

AI Strategy Assessment

For firms that need a clear roadmap before they invest.

What's Included

  • ✓ Operations audit. 3–5 days embedded in your firm. I watch intake, approvals, delivery, billing.
  • ✓ Regulation and risk review. Compliance, security, data residency. What can you do? What can't you?
  • ✓ 3–5 use cases ranked by impact. Revenue, cost, speed. Which ones are realistic in 90 days? Which ones need 18 months?
  • ✓ Vendor and tool recommendations. What to build vs. buy. Open source vs. SaaS.
  • ✓ 6-month implementation roadmap. Milestones, dependencies, resource needs, expected ROI.
  • ✓ Presentation and executive brief. Take this to your leadership team and board.
$25,000–$35,000 USD
One-time engagement. Delivered virtually in 2–3 weeks.
On-site available—travel and expenses additional.

Timeline

  • Week 1: Intake calls, deep dives
  • Week 2: Analysis, vendor research
  • Week 3: Final roadmap, presentation
Schedule Assessment

Virtual Chief AI Officer

I become your part-time AI leader. Strategy, vendor selection, implementation oversight, team coaching, roadmap evolution.

Foundation

$5,000
USD per month
  • 2 hours monthly strategy calls
  • Slack access (async)
  • Vendor evaluation guidance
  • Tool selection advice
  • Monthly roadmap review
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Most Popular

Growth

$10,000
USD per month
  • 4 hours monthly calls
  • Slack + email support
  • Implementation oversight
  • Team training & coaching
  • Bi-weekly sync meetings
  • Quarterly business review
Start Growth

Transformation

$15,000
USD per month
  • 8 hours monthly strategy calls
  • Daily Slack access
  • Full implementation lead
  • Vendor negotiation
  • Weekly check-ins
  • Board-level reporting
Enterprise Scale

What You Get in Every Tier

Strategy

  • ✓ Roadmap development
  • ✓ Use case prioritization
  • ✓ Risk assessment
  • ✓ ROI modeling

Execution

  • ✓ Vendor selection & negotiation
  • ✓ Integration planning
  • ✓ Change management
  • ✓ Team enablement

Minimum commitment: 3 months. Can scale up or down with 30 days' notice.

Workshops & Team Training

Upskill your team on AI fundamentals, governance, tool evaluation, or domain-specific automation.

Half-Day Workshop

$6,000 USD

Example Topics:

  • ✓ AI fundamentals for professional services
  • ✓ Evaluating and selecting tools
  • ✓ Governance, risk, compliance basics
  • ✓ Getting started with generative AI

4 hours, virtual delivery. Up to 40 participants. Includes slides and reference materials.

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Full-Day Workshop

$10,000 USD

Example Topics:

  • ✓ Close look: AI for intake automation
  • ✓ Document automation and contract review
  • ✓ Building your AI governance framework
  • ✓ Hands-on tool evaluation and demos

6–8 hours, virtual delivery. Up to 50 participants. Includes workbook, templates, and 30-day email support.

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Custom workshops available. Need something specific to your firm—intake processes, specific tools, executive bootcamp? Let's discuss. Schedule a call to design it.

On-site delivery available. Subject to a facility surcharge plus travel and accommodation expenses.

How to Choose

All prices in USD.

Service Best For Timeline Investment
Assessment Firms starting their AI process. Need a roadmap. 2–3 weeks $25K–$35K
vCAIO (Foundation) Testing pilots. Light ongoing guidance. 3+ months $5K/mo
vCAIO (Growth) Most firms. Active implementation. Multi-use case. 3+ months $10K/mo
vCAIO (Transformation) Firm-wide deployment. Daily leadership needed. 6+ months $15K/mo
Workshops Team upskilling. Can pair with any engagement. 1 day $6K–$10K

Let's Find the Right Fit for Your Firm

Not sure which service to start with? Book a 30-minute conversation. No sales pitch—just honesty about what's realistic.

Schedule a Call