Fractional Chief AI Officer · Healthcare, Legal, Insurance, Finance

AI for businesses where mistakes have consequences.

I’m a fractional Chief AI Officer who has built HIPAA and SOC 2 Type II systems from scratch. I don’t hand you a roadmap and leave — I ship AI your auditors will sign off on.

  • SOC 2 Type II builder
  • HL7/FHIR & Epic integrations
  • 3M+ telehealth minutes/month at scale
  • Fixed-fee, proof-or-pause pricing

The Problem

Your board wants AI. Your compliance officer wants proof it won’t end up in a breach report.

Most AI consultants resolve that tension by ignoring half of it.

  • The strategy firms deliver a deck, bill six figures, and never touch a keyboard. Eighteen months later, nothing is deployed.

  • The dev shops ship fast and treat compliance as someone else’s problem. In your industry, that’s not a shortcut — it’s a liability.

  • The AI tools your staff already use in secret are the worst of both: unsanctioned, unaudited, and moving your data somewhere you can’t see.

If you handle PHI, privileged documents, claims data, or client financials, you don’t need an AI evangelist. You need an executive who has shipped inside your constraints before.

Jason Lee, Fractional Chief AI Officer
Jason Lee · Raleigh–Durham, NC

The Differentiator

A Fractional Chief AI Officer who builds.

Most fractional Chief AI Officers advise. I’ve spent 15+ years as the person who ships:

  • Built SOC 2 Type II compliant systems from zero — policies, architecture, audit, all of it
  • Integrated with Epic-based health systems via HL7/FHIR and OAuth2 — the hardest integration environment in American business
  • Scaled a telehealth platform to 3M+ minutes of care per month as VP of Engineering
  • Architected multi-agent AI systems in production, not in slideware
  • Converted skeptical end users into champions by cutting their administrative burden by 2+ hours per day — because AI that isn’t adopted is AI that failed

Strategy firms can’t do this. Dev shops won’t own it. That’s the gap this practice exists to fill.

How It Works — The S.A.F.E.™ Cycle

A 90-day operating system for AI in regulated environments.

Every engagement runs the same disciplined cycle. At day 90, you decide: scale, continue, or stop. That’s in the contract.

S DAYS 1–30 A 31–60 F 61–75 E 76–90 DAY 90 scale · continue · stop
  1. Scope

    Days 1–30

    Governance baseline, data-risk map (PHI, privilege, PII), AI usage policy your counsel can approve, and use cases ranked by ROI — not by novelty.

  2. Automate

    Days 31–60

    I build. One to two live workflow automations deployed in a controlled environment, inside your compliance boundary, measured against defined KPIs.

  3. Fortify

    Days 61–75

    Audit trails, SOPs, access controls, and documentation. The difference between “we use AI” and “we can prove how we use AI.”

  4. Evaluate

    Days 76–90

    CFO-ready ROI report: hours recovered, dollars saved, risks retired. Then the proof-or-pause decision — yours, not mine.

Engagements

Fixed fees. No hourly billing. Limited to two concurrent clients to keep an executive, not an agency, on your account.

AI Readiness Assessment

2–3 weeks · The entry point

Every other consultant’s assessment ends with a report. Mine ends with a report and one live automation already running in your business. You get:

  • AI usage policy (PHI/privilege-safe, counsel-reviewable)
  • Vendor and model risk review of the tools you’re already using
  • Prioritized automation roadmap with ROI estimates
  • One working automation, deployed — proof before commitment

$12,000

Embedded fCAIO

The flagship · S.A.F.E.™ Cycle

I operate as your Chief AI Officer: governance ownership, executive reporting cadence, and 2–3 deployed workflow automations per cycle. Includes the proof-or-pause clause — at day 90, leadership reviews the ROI report and decides whether to continue. You only keep paying when the numbers justify it.

$24,000

per 90-day cycle

Advisory Retainer

For teams with internal builders

Your team executes; I provide the operating cadence, governance guardrails, architecture review, and a senior voice in vendor and security decisions. Monthly executive session + async access.

$4,500

/month

Proof

Anonymized by agreement. Verifiable by career.

Telehealth platform, built from scratch 3M+ minutes/month.

As VP of Engineering, took a telemedicine platform from zero to serving over three million minutes of care monthly — architecture, team, compliance posture, and uptime included.

Virtual care platform 2+ clinician hours recovered daily.

Led development and enterprise onboarding for an AI-assisted medication-adherence platform. Personally converted skeptical clinicians at Epic-based health systems and specialty pharmacies by proving the time savings in their own workflow.

SOC 2 Type II, from nothing.

Designed and built compliant systems from scratch — controls, evidence, audit — while shipping product on early-stage timelines. Compliance and velocity are not opposites when the architecture is right.

Company names withheld under confidentiality.

What clients say about working with me

From long-term client relationships across a 15+ year career building for businesses.

“The biggest benefit Jason brings is I can always count on him to find a solution for any problem I throw at him. He considers the needs of the client... he thinks beyond the task at hand.”

Darin Coin, Creative Director, Xenn Creative

“Other developers I have worked with have been ‘order takers.’ Jason brings a collaborative approach — he is a true extension of our team.”

Lori Tyler, VP of Marketing, AccessData

“If you’re looking to invest with somebody as a partner, and not a vendor, get off the fence and dive in with Jason Lee.”

Jeremy Mansfield, Creative Director, Brand Aid

“Before hiring Jason, our company was with a big-name firm for over a year — long delays, untrackable astronomical billing. Jason saved our company thousands and improved our product presence three-fold. Honest and simple billing, unmatched speed and quality.”

Josh Botbol, President

Who this is for

Right fit

Organizations in healthcare (specialty pharmacy, MSOs, home health, digital health), legal, insurance, and financial services. You have real workflow pain, real data sensitivity, and an executive who owns the decision.

Wrong fit

You want a chatbot on your website by Friday. You want AI strategy with no intention to deploy. You want the cheapest option — there are 10,000 of those on LinkedIn.

FAQ

Can we use LLMs with PHI / privileged data at all?

Yes — with the right architecture, BAAs, and controls. Getting this wrong is the most expensive AI mistake in regulated industries; designing it correctly is the first thing I do in every engagement.

Why fractional instead of hiring a Chief AI Officer?

A full-time CAIO runs $300K+ before equity, and at 50–250 employees you don’t need one full-time. You need the function: governance, prioritization, and deployment discipline. That’s what this is.

What happens at day 90?

You get a CFO-ready ROI report and a decision: scale, continue, or stop. No auto-renewal, no sunk-cost creep. If the numbers don’t justify continuing, we stop — and you keep everything built.

Who owns what you build?

You do. Code, documentation, policies, and prompts transfer to your team. The engagement is designed to make you capable, not dependent.

Do you work remotely?

Yes, and I’m based in the Raleigh–Durham area — for Triangle-area organizations, I’ll be in your office, not on your screen.

AI is coming to your industry either way. The only question is whether it arrives governed.

Not ready for a call? Get your AI Risk & Readiness Score in 3 minutes →

No pitch deck. Thirty minutes on your workflows, your risk surface, and whether this is a fit. If it isn’t, I’ll tell you who to call instead.