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Experienced Consulting and Automation Strategy
for Professional Service Firms

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Who I work with

I partner with small & midsize professional service firms that want to stay competitive in an AI-driven marketplace.

  • Firms with brilliant expertise, but workflows still weighed down by manual processes.

  • Partners and principals who see the potential of AI but lack the time or clarity to act.

  • Teams who need a trusted Fractional Chief AI Officer to guide adoption without disrupting client service.

  • Organizations ready to modernize operations, elevate client experience, and scale without adding headcount.

If you are ready to move past the noise consider AI with confidence and strategy, I can help you get there.

The Structure Of Our Work Together

Step 1:  The Opportunity Audit

Clarity begins by describing and naming the truth in a 2-week audit of value & processes in place.

Where you are. What’s at stake. What can be improved or automated with AI.

Result:  To understand where your business is today, the value you provide, and what’s holding it back.

Step 2:  Map the Landscape

Map the highest-leverage opportunities for AI and automation.

You see a roadmap and schedule from the early and quick wins through to the bigger projects with bigger impact.

Result:  You make intelligent and informed choices about the next right steps for your firm.

Step 3:  Deliver

Build, implement, & train your people on new systems that are efficient, ethical, and built to last.

We cover attitude and education, culture and integration of the new into your existing business.

Result:  You have a partner helping you adopt and gain the value imagined and promised.

I'm Rex Anderson

Retired lawyer after 30 years, including 15 running my own law firm, and 15 as Attorney and Managing Partner of a mid-size boutique firm.

Now an AI Consultant, with 45 years of building automated workflows, document generation systems, and bulletproof software systems for myself and my staff.

This isn’t about the tools or the AI-powered app of the week.

It’s about judgment.

I don’t promise shortcuts or sell hype.

I work alongside you to see what’s real, what’s wise, and what’s ready.

So that six months after we start, you’ll look around and realize:

→ Your team is clearer.
→ Your operations are sharper.
→ And you made the right call.

Not because it was trendy, but because it fit.

Let’s Talk.

If you’re ready for a deeper clarity than strategy calls usually offer, we’ll have a short conversation.

No pitch. Just presence.

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