Fractional Chief of AI Automation

AI automation needs ongoing ownership, not a collection of disconnected experiments. Fractional Chief of AI Automation support gives your business a senior partner for prioritization, operating design, and implementation governance without the commitment of a full-time executive hire.

What we provide:

  • Regular reviews of operational bottlenecks and automation opportunities
  • A prioritized roadmap based on value, effort, risk, and readiness
  • Guidance on build-versus-buy decisions, vendors, and data access
  • Oversight of implementation quality, testing, ownership, and handover
  • Support for leaders adopting AI safely across their teams

What you receive: A decision-making rhythm, clear priorities, and accountable support for building AI automation into the way your business operates.

Relevant implementation proof

See broker-adjacent valuation and lead-capture work first, followed by a transferable example of documented financial-services automation.

Legal Services / M&A

The Law Practice Exchange

The Law Practice Exchange's core AI-powered valuation product took 30+ minutes to run and failed frequently. We rebuilt the system with parallel processing, vector stores, background execution, and the OpenAI Responses API. It now runs in 5–6 minutes with near-zero failures.

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Legal Services / M&A

The Law Practice Exchange — Match Engine

A proposed AI match engine that turns a plain-language buyer or seller brief into ranked matches from HubSpot contacts and live Marketplace.law listings, with a user-approved Apollo prospect search when no quality match is found.

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Financial Services

Financial Services Agency

A financial services agency's agents were spending 2–3 hours per lead on KYC paperwork and suitability reports. We automated the entire process with a custom AI agent trained on their knowledge base. Capacity doubled. Revenue increased 30% in 60 days.

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