DeMayo Law Offices For Michael

Mass Tort Lawyer: A 90-Day CTO Plan

Michael, here’s your new IT Director’s first 90 days. What to fix first, where AI pays off soonest, and what the hire should own.

If the IT Director seat can stay open another quarter, ignore this. If it can’t, the next two minutes are worth it.

What we noticed

A personal injury firm founded in 1992 that has grown to over 140 legal professionals across three offices, with 24-hour intake and a web page written for AI assistants.

Your IT Director posting went up on October 28, and it asks one person to run operations, Salesforce, security, vendors and AI adoption across the firm.

Your own work Mass torts, truck and auto accidents and catastrophic injury cases, each with a different intake and records load. FAQs page
Your intake 24-hour intake by phone and a web form that sorts by case type. That path is where technology meets new cases. About us page
Your team Over 140 legal professionals in three offices, all needing the same Salesforce and support. About us page
Your tech Salesforce and Microsoft in the posting, a WordPress site with Gravity Forms, and an official page written for AI assistants. Official information page for AI systems

Seen in your stack: Salesforce · Microsoft 365 · WordPress · Gravity Forms · WP Rocket

What your posting asks for

“Administer and maintain Salesforce, including user management, permissions, workflows, reports, dashboards, and system integrations.”
“Identify, evaluate, and implement AI solutions that improve productivity, automate workflows, and streamline business operations.”
“Partner with business teams to identify opportunities for automation, AI adoption, and process improvement.”
“Oversee daily IT operations, infrastructure, networks, cloud services, and end-user support.”
“Maintain IT security, data protection, system reliability, and disaster recovery procedures.”

From your IT Director posting, posted October 28, 2026.

What changes for your new IT Director

Your new IT Director starts with a plan: what to clean up in Salesforce and intake first, where AI saves your staff time soonest without exposing client files, and a clear line between what they own and what a fractional lead can carry while they settle in.

Your new IT Director’s first 90 days

Three phases, each item with the reason it’s there and where that came from.

Days 1 to 30

Learn Salesforce, intake and the offices

1
Read Salesforce as it stands: users, permissions, workflows and integrations
Salesforce is the posting’s most specific skill. Reading what is there shows what the firm already depends on.
Source: IT Director posting
2
Trace the intake path from phone and web form into a case record
New-case intake runs 24 hours a day, so each handoff is a place a case can be lost.
Source: About us page
3
Visit the three offices and see how staff are supported
Daily operations, networks and end-user support are the first duty listed.
Source: IT Director posting
4
Review security and recovery for client files
Client data is privileged, and the posting names data protection and disaster recovery.
Source: IT Director posting

Days 31 to 60

Clean up, then pick the pilots

5
Tidy Salesforce permissions and reports
A named measure of success is Salesforce that supports processes and reporting. Clean permissions come first.
Source: IT Director posting
6
List licenses, vendors and projects with costs
Budgets, licenses and vendors sit with the Director and are the base for any new spend.
Source: IT Director posting
7
Pick two teams for the first automation and AI pilots
The posting asks the Director to partner with business teams on automation and AI. Two pilots keep it small and measurable.
Source: IT Director posting
8
Write the AI-use rules for client data
Privacy, access controls and risk management are a required skill, and a law firm needs the rules before staff start experimenting.
Source: IT Director posting

Days 61 to 90

Ship the first wins and set the plan

9
Ship the first AI workflow and measure the time saved
Your posting’s own measure is AI that delivers productivity gains you can see.
Source: IT Director posting
10
Set support response targets with staff
Better support and employee satisfaction are a stated success measure.
Source: IT Director posting
11
Write the roadmap and the cost of each item
Evaluating new technology to support growth closes the first quarter.
Source: IT Director posting

Where AI pays off soonest

Workflows from your own business, in the order they save your team time.

1 Mass tort intake screened against case criteria
You take cases such as Roundup and others, each with its own criteria. AI can compare an intake against them and hand a paralegal a ranked list to confirm.
Source: FAQs page
2 Intake calls and forms summarized into the Salesforce record
Intake runs around the clock. AI can draft the summary and fill the fields so staff review instead of retype.
Source: About us page
3 Medical and injury records summarized for attorneys
Your practice includes catastrophic and brain injuries, where records are long. An AI summary with page references lets attorneys start from the facts, run inside a private setup.
Source: Official information page for AI systems
4 The page for AI assistants kept current from firm data
You already publish an official page for AI systems. Refreshing it from attorney and office data keeps what assistants say about the firm accurate.
Source: Official information page for AI systems

What the hire owns, and what a fractional lead covers

Your IT Director owns

Daily IT operations and end-user support across the offices
Salesforce administration and reporting
Security, privacy and disaster recovery
Software licenses, vendors and the technology budget
Managing the IT staff

A fractional lead covers

Where AI pays off, and how to use it without exposing client files
Choosing and measuring the first two AI pilots
Salesforce integration and data choices
This 90-day plan, run alongside the hire until it’s theirs

Your first 90 days of tech leadership, planned

The plan above is yours either way.

Email Kash

We build a handful of these a month, for founders hiring now.

90 days

from the first day to a written roadmap

What to fix first, with the reason
Where AI pays off soonest
What the hire owns and what a fractional lead covers
A roadmap your team can run

Who’s building it

Kash Badami was Chief Architect of a national health information network and closed the CMS deal behind Healthcare.gov’s data infrastructure. He runs his own company on AI today.

Chief Architectof a national health information network for HHS, aligning 23 federal agencies

$27MCMS deal that became core Healthcare.gov data infrastructure

“he was singularly responsible for the company’s single largest customer by revenue - the Center for Medicare & Medicaid within the US Department of Health and Human Services.”

RLRobert Liebowitz, worked with Kash on MarkLogic’s Public Sector team; now First Ascent VenturesLinkedIn recommendation, April 2026
“Kash and I built ERT Credit together in 2021. He took my MVP and turned it into a SaaS that hit $10M ARR in twelve months.”

Jordan Anderson, CEO, PayStreetgobridgehead.ai/about

DeMayo Law Offices sales playbook, in brief

DeMayo Law Offices is a personal injury firm founded in 1992, with over 140 legal professionals in three offices and 24-hour intake.About us page

Its IT Director posting asks one leader to run operations, Salesforce, security, vendors and AI adoption.IT Director posting

The first 90 days: read Salesforce, trace intake, secure client files, then pilot two AI workflows with rules for client data.IT Director posting, About us page

AI pays off soonest in mass tort intake screening, intake summaries, records summaries and keeping the AI-facing firm page current.FAQs page, About us page, Official information page for AI systems

Prepared by Kash Badami at Bridgehead · November 9, 2026 · Every source

Questions

Why a fractional lead instead of waiting for the full-time IT Director?

You don’t have to choose. The hire owns the product and the team; a fractional lead covers the AI and software side and runs this plan until it’s theirs, so nothing waits on the search.

What does it cost?

The first engagement is a fixed price, quoted on a call once we’ve seen what you need. After that there’s an optional monthly retainer, and you can stop at any point.

Will it get in the way of the IT Director we hire?

No. The line between what they own and what a fractional lead covers is on this page, and the plan is handed to them to run.

Where does our data live, and is it secure?

In your own accounts. Nothing runs on our side, and every tool or vendor we suggest is reviewed with you before anyone connects it.

Is this only about AI?

No. AI is one part. Most of the first 90 days is the work your posting describes, and the AI items are the ones that save your team time soonest.