My Approach

(Why I'm Different)

In today's legal landscape, technology is your firm's central nervous system. Yet, navigating the endless maze of vendors, compliance demands, and future-proofing decisions can be overwhelming. Too often, you're sold a product, not a strategy. My approach is different. I act as the quarterback for your firm's IT strategy, serving as a single, accountable partner who coordinates every element—from vendor management to stakeholder alignment—to drive you toward your business goals.

My perspective was forged by experience on both sides of the table. After years architecting enterprise solutions for clients, I took on an operational leadership role where I was the one managing the vendors and the projects. I learned firsthand the challenges clients face and hardened my resolve to be the strategic, client-centric advocate I knew they deserved. This is why my work is built on a simple, non-negotiable philosophy: I provide "white glove," strategic guidance because building a long-term, trusted partnership is the goal.

Not Sure Where to Start?
Let's Solve an Immediate Problem.

These fixed-fee services are designed to deliver immediate, high-impact results with a minimal commitment. They are the perfect way to experience my client-centric approach and gain significant value right away.

🡪 Strategic Sounding Board Session
A 90-minute, intensive one-on-one session designed to tackle a single, pressing technology or operational challenge. Whether you're wrestling with a vendor issue, a software decision, or a security concern, this session is built to deliver immediate clarity and an actionable path forward.
Deliverable: Following our session, you will receive my Clarity & Action Memo—a concise summary of our discussion, my unbiased recommendations, and a prioritized list of 3-5 immediate next steps your firm can implement.
Price: $750 CAD (Fixed Fee)
Why It's a Smart First Step: This is the ideal way to "test drive" my strategic thinking. You gain immediate, actionable value on a critical issue with a minimal financial commitment, and experience the value of my client-centric philosophy firsthand.

🡪 Vendor Contract Review
Before you sign a high-stakes agreement for a new MSP, cloud provider, or software platform, let me review it. I will analyze the fine print, terms of service, and service level agreements (SLAs) to identify red flags, hidden risks, and opportunities for negotiation.
Deliverable: A clear, concise report detailing hidden risks, opportunities for cost savings, and specific, actionable negotiation points to strengthen your legal and financial position.
Price: $1,500 CAD (Fixed Fee)
Why It's a Smart First Step: The ROI on this service is immediate and substantial. A single sentence clarified or a hidden auto-renewal clause removed can save your firm thousands of dollars and countless hours of future frustration. It's a small investment to prevent a multi-thousand-dollar mistake.

Ready for a Strategic Transformation?

For firms committed to moving beyond reactive fixes and ready to build a technology foundation that proactively drives efficiency, profitability, and client value.These project-based and retainer services align your technology with your long-term business goals.

🡪 The "Clarity First" Strategic Tech Audit
A comprehensive, 360-degree assessment of your firm's entire technology ecosystem. We evaluate your current technology stack, cybersecurity posture, vendor contracts, and internal workflows against industry best practices and your specific business objectives. The process culminates in a clear, prioritized, and actionable technology roadmap.
Price: $8,000 - $15,000 CAD (Fixed-Fee Project)
The Strategic Value: This is the essential due diligence that prevents six-figure mistakes. It stops you from investing in the wrong practice management software, overspending on duplicative systems, or underestimating a catastrophic cybersecurity vulnerability. It provides your leadership team with the unambiguous, data-driven plan needed to invest with total confidence.

🡪 Vendor Selection & Accountability Service
Finding the right technology partner is a critical and incredibly time-consuming process. Acting as your firm’s unbiased representative, I manage the entire technology selection and procurement process. This white-glove service includes defining business requirements, vetting potential vendors, creating scorecards for your objective comparison, managing demos, and leading the final contract and price negotiations on your behalf.
Price: $10,000 - $20,000 CAD (Fixed-Fee Project)
The Strategic Value: This service saves your partners from significant non-billable hours spent in vendor meetings and technical evaluations. More importantly, my insider knowledge of vendor pricing and negotiation tactics provides powerful leverage. My fee is frequently covered by the direct savings I secure in the final contract.

🡪 Strategic Advisor Retainer
I serve as your firm’s ongoing, fractional Chief Information Officer (CIO) and strategic advisor. This retainer provides you with continuous executive-level guidance to ensure your technology strategy is not only implemented but evolves with your firm. Services include proactive vendor management, oversight of your technology roadmap, and serving as your go-to expert for any strategic challenges that arise.
Price: $5,000 - $10,000+ CAD (No Contract, Monthly Retainer)
The Strategic Value: This is the ultimate competitive advantage. You gain C-suite strategic leadership for a fraction of the cost of a full-time hire. We move your firm from a reactive, break-fix technology culture to a proactive, strategic one where technology consistently and predictably drives efficiency, profitability, and client value.

Get in Touch: Let's Start the Conversation

If you're seeking a trusted partner to bring clarity and confidence to your technology strategy, I invite you to connect. Let’s schedule a brief conversation to discuss your firm's goals and how I can help you achieve them.