Fractional CTO Services for Legal

Strategic technology leadership and hands-on expertise for law firms and legal departments. Sovereign AI, confidentiality-aligned governance, and secure infrastructure — built so privileged material stays inside your four walls.

Talk to Craig

Engagement Models

Three ways to engage, structured around the level of involvement your firm needs.

Fractional CTO Retainer

  • Ongoing strategic technology leadership integrated with firm or department leadership
  • AI roadmap and architecture oversight aligned to confidentiality obligations
  • Cross-functional alignment across IT, security, records, risk, and practice groups
  • Mentorship and capability development for your existing team
  • Vendor and procurement guidance for legal technology
  • Regular reporting for partners, GC, or the risk committee

Consultative Strategy Sessions

  • Half-day or full-day deep-dive workshops
  • Sovereign AI readiness assessment for the firm
  • Confidentiality and privilege exposure review of current AI use
  • Architecture review and risk evaluation
  • Vendor evaluation and RFP support
  • Firm-wide AI governance and acceptable-use design

Project-Based Engagements

  • Sovereign AI pilot deployment on firm-controlled infrastructure
  • Privileged-inbox / intake triage build-out
  • Document and matter system AI integration
  • Secure infrastructure and access-control initiatives
  • Defined scope, deliverables, and timeline
Headline Service

Sovereign AI Strategy & Implementation

Adopt AI without creating a new external holder of your clients' confidences.

Sovereign AI is the differentiated capability I bring to legal practices. Two distinct offerings under one umbrella: strategy work that gets you a defensible plan, and implementation work that turns the plan into a working AI capability your attorneys can use — entirely on infrastructure the firm controls.

Sovereign AI Strategy

  • Audit where AI already touches privileged material — shadow use, vendor dependencies, data exposure
  • Map exposure against confidentiality, privilege, work-product, and outside-counsel-guideline considerations
  • Build/buy/host recommendation aligned to your firm's obligations, not the vendor's terms
  • Vendor neutrality assessment — open-weight in-house models vs licensed vs SaaS, with clear trade-offs
  • Briefing for partners, GC, or the risk committee on options, costs, and timeline
  • Governance that ties AI use into your existing conflicts and records programs, not a new silo

Sovereign AI Implementation

  • On-premises or firm-controlled private-cloud AI infrastructure design and deployment
  • Open-weight model selection, in-house hosting, and evaluation against your real workflows
  • AI governance program: model registry, versioning, prompt/response logging, human-in-the-loop review
  • Audit trail kept inside the firm — a record you hold, not a vendor's to produce
  • Integration with document management, matter management, and identity/ethical-wall systems
  • Hands-on coordination across IT, security, records, and practice leadership
Most legal AI initiatives stall at one question: "where does the client's data go?" Sovereign AI answers it by keeping the data inside the firm — so there is no vendor to subpoena and no outside disclosure to build a waiver argument on.
Scope note: These engagements deliver technology strategy and architecture, not legal advice. I help you build AI that keeps privileged material in-house; the privilege, ethics, and discovery judgments about your matters remain with you and your counsel.

Read the Sovereign AI Deep Dive   See Email Triage (Sovereign AI in Production) →

Other Core Service Areas

Confidentiality-Aligned AI Governance

  • Firm-wide acceptable-use policy for AI, made enforceable by architecture
  • Shadow-AI inventory and remediation
  • Prompt/response logging and model lineage kept inside the firm
  • Governance aligned to your confidentiality and records obligations

Secure Infrastructure & Access

  • Ethical-wall and matter-level access control for AI tooling
  • Identity, SSO, and least-privilege design
  • Encryption, logging, and retention aligned to firm policy
  • Disaster recovery for the systems your practice depends on

Document & Matter System Integration

  • AI over your DMS and matter management without exporting the data
  • Retrieval over firm knowledge and precedent, hosted in-house
  • Intake, triage, and drafting assist that respects matter boundaries
  • Integration that fits existing workflows rather than replacing them

AI Roadmap & Board Briefings

  • Partner-, GC-, and risk-committee-ready briefings
  • Build-vs-buy-vs-host decisions per capability
  • Phased roadmap paced to the firm's capacity and appetite
  • Client- and OCG-ready documentation of where data lives

Workflows I Build — Sovereignly

The automations firms actually want are well understood. The differentiator is where they run. Each of these is the kind of workflow I build for a firm, on infrastructure it controls — so the matter data never leaves the firm to get the leverage.

Matter Intake & Filing

New-matter data extracted from a source document, entered into your case or matter system, the standard form generated, and the file routed — on firm infrastructure, with a human confirmation step before anything is committed.

Privileged-Inbox Triage

Incoming mail classified, prioritized, routed, and drafted — the email never leaving the network. This one exists today as my working reference implementation. See Email Triage →

Client Call Summaries

Call transcripts turned into structured summaries and action items, appended to the client file — with transcription run in-house, not shipped to a cloud recording service that becomes another holder of privileged conversation.

Firm Analytics & Reporting

Recurring executive summaries over your own matter and pipeline data — new intakes, matter aging, realization, capacity — generated in-house rather than by exporting firm data to an outside analytics tool.

Document Generation

Standard templates — engagement letters, demand letters, status updates, discovery requests — filled from matter data and saved to the client folder, correctly named, designed to flag missing fields rather than guess them.

Scope note: Of these, the privileged-inbox triage runs today as a working reference implementation; the rest are patterns I build to a firm's systems and obligations — not an off-the-shelf product, and not legal advice. Output is reviewed by an attorney; the AI is a drafting and triage aid, not a decision-maker.

Reference Implementation

Rather than point to law-firm client names, I point to working software. The sovereign-AI patterns I recommend are the ones I have already built and run.

Privileged-Inbox Triage (Email Triage)

A privacy-first email automation system that classifies, prioritizes, routes, and drafts replies — running entirely on infrastructure the operator controls. The default model is local; email never leaves the network. It is a working reference implementation of sovereign AI at the application layer: exactly the pattern a firm would use to let AI touch a privileged inbox without a vendor ever holding the messages.

Sovereign-by-design controls: local-by-default LLM, a hard-locked local-only embedding allowlist, and a full in-house audit trail. Any cloud option is opt-in and gated — not the default. HIPAA-style handling is aligned to, not certified against, published standards.

Explore the Email Triage system →

Transferable Track Record

The engineering credibility behind these patterns comes from 25+ years in mission-critical, highly regulated environments — 99.99%+ uptime, 95% downtime reduction, and a 100% audit pass rate under strict compliance frameworks. The same discipline that keeps regulated data inside its perimeter is what keeps privileged legal material inside the firm.

Scope: Sovereign AI architecture, governance program design, secure infrastructure, and hands-on cross-functional leadership.

Ready to talk?

A 30-minute call helps identify where AI is already touching privileged material in your firm and where a sovereign, four-walls approach delivers the most leverage.

Talk to Craig