AI Advisor, Client Facing Role

SMB Team

AI Advisor assisting law firms with AI readiness assessments and ongoing CTO services. Helping small law firms adopt AI tools and strengthen their technology infrastructure.

Posted 5/21/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 - $160,000 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Conduct Phase 1 AI Readiness Assessments for small law firms (technology audit, data infrastructure mapping, compliance review, readiness scoring, opportunity analysis, tool demos, workflow implementation, and final report delivery)
Deliver AI coaching sessions (2 per Phase 1 engagement) and serve as on-call AI advisor for Phase 2 retainer clients
Maintain ongoing Phase 2 retainer relationships: monthly check-ins, dashboard maintenance, AI tool adoption oversight, and light IT/security tasks
Manage client pipeline in coordination with SMB Team sales; contribute to pre-sales scoping calls and proposal support
Stay current on legal AI tooling (Harvey, Clio Duo, Copilot for M365, Casetext, etc.) and update SMB Team’s recommended stack as the landscape evolves
Document all client-facing work in SMB Team’s systems; contribute reusable templates and playbooks to the practice library
Flag blockers, scope changes, or delivery risks to the CTO in a timely manner

Requirements

What you’ll need

5+ years in a technology leadership role (CTO, VP Engineering, Director of IT, or equivalent); experience in a client-facing or consulting capacity strongly preferred
Demonstrated hands-on experience with AI tools and workflows, including generative AI applications in professional services contexts (legal, finance, or healthcare a plus)
Ability to conduct a credible technology and data infrastructure audit independently; comfortable with cloud platforms (M365/Google Workspace), practice management software, and integration tooling
Clear, confident communicator. Able to explain AI concepts to non-technical law firm leadership without condescension
Familiarity with legal technology landscape preferred (Clio, NetDocuments, Harvey, Casetext, etc.); deep legal knowledge not required
Experience writing structured deliverables
Must be able to independently execute all Phase 1 deliverables without hand-holding—this role owns the full engagement from kickoff to report delivery
Must be comfortable as the face of SMB Team with law firm clients; professional presence and clear communication are non-negotiable
No legal background required, but must have genuine intellectual curiosity about the legal industry and willingness to learn the landscape quickly
Must be current on generative AI tools and able to demonstrate them credibly to non-technical audiences
Must be willing to work within SMB Team’s systems and contribute to shared playbooks (i.e. this is not a solo practice)
Must be available for client-facing work during standard business hours; travel to client sites may occasionally be required

Benefits

Comp & perks

We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.
Team member education and learning budget on courses, events and books.
Company activities, outings, and retreats.
401(k) with a 3% Match.
WFH or come to the office. The choice is yours!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

AI toolsdata infrastructure auditgenerative AI applicationscloud platformspractice management softwareintegration toolingtechnology auditworkflow implementationcompliance reviewreport delivery

Soft Skills

clear communicationclient-facingprofessional presenceindependent executionintellectual curiosityability to explain AI conceptscollaborationproblem-solvingrelationship managementadaptability