A senior IT advisor on call, sized to your firm
Most clients work with me on a monthly advisory retainer. Larger projects are scoped and quoted separately, so you always know what you are paying for.
Ongoing guidance, every month
A retainer reserves a block of my time each month. Hours reset monthly, and after a short initial term it continues month to month with 30 days' notice to change or stop.
It is built for the steady stream of questions, small fixes, and decisions that every firm has but no one has time to own.
Included in every retainer
- Strategic guidance on Microsoft 365, Clio, and SharePoint
- Clio ↔ Microsoft 365 integration oversight
- Vendor and licensing reviews
- Security check-ins
- Minor workflow tuning
- Priority access when something breaks
- A standing monthly call
Start small, grow when it makes sense
We pick the level that fits on the discovery call. You can move up or down as your needs change.
Starter
12 hours
per month
The right fit for most solo and small firms. Steady guidance, integration oversight, and a monthly check-in.
Growth
15 to 20 hours
per month
For firms adding staff, rolling out new tools, or working through a backlog of improvements.
Fractional CTO
20 to 25+ hours
per month
A senior technology leader for your firm: roadmap ownership, vendor management, and hands-on direction.
Bigger jobs, scoped up front
Some work is too large for a monthly retainer. These projects get their own statement of work, billed hourly or as a fixed fee, agreed before anything starts.
Typical projects
- Clio Grow intake builds
- SharePoint migrations and repository builds
- Firm-wide Microsoft 365 or Copilot rollouts
- Large template and data cleanup
Your client data stays protected
Law firms handle privileged information, and I treat it that way. Every engagement starts with a signed NDA and a data handling addendum that spells out exactly how I access, use, and protect your firm's information.
Find the right fit for your firm
A discovery call is the easiest way to see whether a retainer, a project, or both makes sense for you.