An Agentic Firm. Airtight Security.
AI Your Team Actually Uses.
Embed a white-glove fractional CTO in your firm to put AI to work across your practice, powered by AI Workforce Pro.
Right now, you’re the firm’s AI department
You know AI could change how your firm runs. So it all lands on you. You test the tools. You read the fine print on where client data goes. You wire up the one app that seemed useful, then spend a month trying to get a wary team to open it. The tools that could save real hours sit untouched, and the security questions keep you up at night.
“I bought AI tools. Nobody on my team touches them.”
“I’m not sure our client data is safe in these apps.”
“I don’t have time to figure out which AI actually helps.”
“Every tech decision somehow ends up back on me.”
Give that work an owner
Your Fractional CTO learns how your firm operates, identifies where AI can make a meaningful difference, and leads the implementation. They help connect your systems, turn your processes into usable workflows, address security and client confidentiality questions, and bring your team along.
It’s the fastest way to become an agentic firm without becoming an AI expert yourself. You get hands-on technology leadership without hiring a full-time CTO or managing another implementation project yourself.
What your Fractional CTO takes on
A plan built around your firm
Start with the work your team does every day. Your Fractional CTO examines your processes and tools, identifies opportunities, and helps you choose what to implement first.
Workflows that reflect how you practice
Turn your SOPs and firm-specific knowledge into AI workflows. Your Fractional CTO helps define what the system should do, what your team should review, and how the finished workflow fits into your practice.
Connections between your tools
A useful workflow may need information from more than one place. Your Fractional CTO evaluates your existing systems, sets up appropriate integrations, and helps reduce the manual handoffs between them.
Security and confidentiality oversight
Get help evaluating where client information goes, who can access it, and what safeguards a workflow requires. Your Fractional CTO works through these questions with your firm as part of implementation.
Team training and adoption
A workflow only delivers value when people use it. Your Fractional CTO shows the people affected how it works, answers their questions, and adjusts the process based on what happens in practice.
A foundation for more capable automation
As your firm’s needs grow, your Fractional CTO can help organize the connections, data, and processes needed to support more advanced workflows. The scope starts with what your systems and priorities make possible.
The platform is ready. The CTO makes it yours.
The platform
AI Workforce Pro gives your firm access to AI models, pre-built skills, and a place to build workflows around your own processes. If your team wants to use it independently, it can.
The person
Your Fractional CTO brings the expertise and hands-on work to make those capabilities useful across your firm. If you want someone to lead the decisions, build the workflows, and help your people adopt them, that is where a Fractional CTO comes in.
How we get to work
Understand your firm
We look at your goals, current tools, recurring work, and security concerns.
Choose a starting point
Your Fractional CTO identifies practical opportunities and agrees on priorities with you.
Build and connect
We configure workflows, establish appropriate system connections, and define where human review belongs.
Roll out and refine
Your Fractional CTO works with your team to put the workflow into use and improve it as you learn.
Stop carrying every AI decision yourself
Tell us what you want to improve, even if you have no idea which tools or workflows you need yet. We’ll discuss where a Fractional CTO could help your firm move forward.
Frequently asked questions
Do we need to know what we want to build?
No. Your Fractional CTO can help identify opportunities, assess what is feasible, and choose a first project.
Will our team get help using the workflows?
Yes. The work includes introducing affected team members to new workflows, explaining how to use them, and gathering feedback after rollout.
Can you work with the software we already use?
Your Fractional CTO starts by reviewing your current tools. Available connections and the work required depend on your systems and the workflow you want to build.
Does a Fractional CTO replace our IT or security providers?
A Fractional CTO leads AI strategy and implementation and helps your firm address security and confidentiality considerations. The responsibilities of your existing IT and security providers should be defined alongside that work.