We drive growth, constant improvement, and excellence for your business.

Outlook Advisory Group (OAG) consults to advise law firms, legal, tech, and small businesses by providing strategic and financial planning and execution, along with operational oversight to optimize efficiency, procedures and automation, project implementation and management, scale revenue, and lead growth.

At OAG, we provide tailored solutions, customized to your particular business needs. We take the time to listen and design a framework that will be a seamless fit with your organization.

E X P E R T I S E
• Major software suites: Google, Microsoft, Apple, Adobe
• Legal Case Management Systems 
• IP Docketing Databases 
• Document Management & Assembly Systems
• SQL, Java, HTML 
• Project Management Systems
• Government Sponsorship & Bayh-Dole 
• Law Practice Administration
• Digital Marketing & LSA, PPC, SEO, GMB 
• Accounting, HRIS, Payroll Systems 
• PEO and MSP Management

O F F E R I N G S
Business Advisory Guidance • Fractional C-Suite Services • Consulting for Legal & Tech
• Business process improvement & efficiency; Lean Six Sigma Certified
• Technical & legal project management; Project Management Certified
• LegalTech integration planning and implementation
• Strategic planning and execution; business strategy consulting
• Lead audit and discovery process for business processes and tech suite gaps
• Translator between business operations and technology units
• Operations direction and management; EOS Integrator
• Employee learning and career development, facilitation, coaching; executive leadership
• Merger & acquisition integration; team/business unit restructuring
• Budget and revenue planning and management; profitability; growth strategy
• Commitment to collaboration; solutions aligned with connected cultures
• Business development, marketing strategy, client experience journey optimization
• Establish and document best practices/SOPs
• Cross-cultural operations

Outlook Advisory Group

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Teams

Offices

Outlook Advisory Group

Org chart

Teams

Offices

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