Vantara's principals have served as CIO, CTO, and CDO inside law and accounting firms. We step into that seat part-time for firms that need senior technology, data, or AI leadership but don't need, or aren't ready for, a full-time hire.
Which AI tools to allow. Whether to renew a seven-figure system. How to answer a client's security questionnaire. What to tell the partners, the board, or the insurer after an incident. These land on a managing partner, an office manager, or an IT manager who was never meant to own them.
A full-time CIO or Chief AI Officer is hard to justify for most middle-market firms, and a months-long search is time the firm doesn't have while AI moves this fast.
A fractional executive gives you the judgment and accountability of that seat now, sized to what the firm actually needs.
Many firms start with one role and combine two as needs grow, such as CIO and Chief AI Officer.
Select a phase to see what we do and what leadership gets.
We meet partners, staff, your IT provider, and key vendors, review systems, contracts, and security, and deal with anything that can't wait.
We turn findings into a 12-month roadmap and budget, set up governance and decision rights, and agree how we'll report progress.
We deliver the first priorities, often a governance policy, a vendor renegotiation, a security fix, or a first AI use case, and report results to leadership.
We continue in the seat for as long as it's useful. When the firm is ready, we help define, recruit, and onboard a permanent leader, and hand over everything we've built.
Whatever the cadence, leadership always knows what we did, what's next, and what needs a decision.
We attend leadership or partner meetings and own our area's agenda.
Progress, risks, spend, and decisions needed, on one or two pages.
We manage vendors and your IT provider, and keep spending on plan.
Board updates, client security and AI questionnaires, and insurer requests handled.
Reviewed quarterly as the business, the market, and AI change.
Our founder has served as CIO, CTO, and CDO in law and accounting firms, including as CTO of Jackson Lewis, Chief Digital Officer of Citrin Cooperman, and CIO of Berdon, with more than 20 years in enterprise technology leadership.
Partnership economics, practice group dynamics, and client confidentiality shape every decision. We work inside those realities.
Your fractional executive is backed by Vantara's governance, data, and implementation practices, and our delivery partners when work needs doing.
We document decisions, systems, and vendors as we go, so the firm never depends on us to know how it runs.
A senior advisor to leadership for key decisions, vendor negotiations, board updates, and a monthly check-in. Right for firms with a capable IT lead who needs executive backing.
Discuss advisoryA named executive in the seat, owning the roadmap, vendors, budget, and reporting. Our most common engagement.
Discuss a fractional roleFull coverage during a transition, an acquisition, a major system change, or while you search for a permanent leader.
Discuss an interim roleTell us which decisions are landing on the wrong desk. We'll recommend the right role and time commitment, and introduce you to the principal who would take the seat.