Technology roadmap
A 12-month plan and budget tied to how the firm works.
- Current systems and costs mapped
- Priorities ranked with leadership
- Reviewed every quarter
Salesforce for Legal
Fractional CTO
A senior technology lead for your firm, without the full-time hire. We own the systems, the vendors and the plan, so your partners and administrators don't have to.
When it fits
- Nobody in-house owns technology, or one person owns all of it
- Every vendor sees their own piece and nobody sees the whole
- A big change is coming: a new case management system, an accounting move, or AI
- Leadership wants straight answers on cost, risk and what to do next
One person who knows your systems, your vendors and how your firm actually works.
My background is legal, so the plan fits the practice: intake, matters, billing, trust and the people who use them every day.
What I take on
The parts of a CTO's job a firm actually needs, sized to the firm.
Vendor management
Selection, contracts and renewals, with one person vendors answer to.
- Software selection and demos
- Contract and renewal reviews
- Implementation partners held to scope
Salesforce ownership
Your org run like a product, not a pile of requests.
- Backlog and priorities
- Releases tested before production
- Litify, CaseCloud or a custom build
AI policy and rollout
What is allowed, where it helps, and how case data stays protected.
- Firm AI policy
- Claude and Agentforce rollouts
- Read-only access to case data
Security and access
The right people in the right systems, and out when they leave.
- Single sign-on and MFA
- User provisioning and offboarding
- Backup and recovery checks
Leadership reporting
Plain answers for partners on what changed, what it cost and what is next.
- Monthly summary for leadership
- Firm-wide dashboards
- Budget against plan
Finance systems
Accounting, trust and billing systems that agree with the practice.
- Accounting system selection
- Trust and settlement workflows
- Billing and fee reporting
Staff and in-house team
Your people trained, and a clean handoff when you hire.
- Role-based training
- Help hiring an in-house admin
- Written notes on everything
How it runs
Start with an assessment, then a monthly retainer.
1
Assessment
The first month: systems, vendors, costs and risks reviewed. You get written findings and a first roadmap.
2
Monthly retainer
Set hours each month, a standing meeting with leadership, and one person to call when something breaks.
3
Quarterly review
The roadmap and budget revisited with leadership, and the next quarter's priorities set.
Need someone to own your firm's technology?
Book a consultation and we'll talk through where things stand and what a fractional engagement would cover.