We Bridge:
Strategy, Operations, and Tech.
Outlook Advisory Group (OAG) is a trusted fractional and consulting partner to organizations across the legal, legaltech, technology, and small business sectors. We deliver high-level advisory services that drive performance, support sustainable growth, and elevate operational integrity.
Tailored Solutions. Trusted Partnership.
We Bring Deep Expertise In:
Project Management
Legal Project Management Certified; Platforms: Monday, Asana, Slack, ClickUp, MS Project, Gantt Charts exercitation
Legal Case / Practice Management Systems
Clio (Certified Partner Consultant), Centerbase, MyCase, Filevine, RocketMatter, CampLegal, PracticePanther, LawLogix/ICM Equifax
Areas of Law
Litigation, Intellectual Property, Family Law, Estates, Elder Law, Immigration Law, Personal Injury, Bankruptcy, Real Estate, Creditors' Rights, Fiduciary and Trustee Practices, Business/Corporate
Accounting Systems
Aderant, QuickBooks Online, SAP, Centerbase, LawPay
HRIS / ATS /
Payroll Systems
Ceridian, Workday, ADP Run, ADP Totalsource, ADP Retirement Services, 401(k) Compliance, Wizehire, Paychex, Trinet, BambooHR, Deel, Paylocity, Gusto
Fractional Point of Contact / Oversight
PEO, MSP Oversight/Point of Contact; Coordination of fractional / vendors across organization / functions
Document Assembly Systems
Adobe Suite, IPDAS, HotDocs, CampLegal, Settlyd, WealthCounsel
Document Management
Enterprise: NetDocuments, iManage, FileTrail, Clio, Centerbase; Professional: Box, Dropbox, SharePoint, Adobe, PowerPDF, Drive, CampLegal
Docketing Databases
CPI, IP Master/Manager, Anaqua/PATSSY, CPA Global/Clarivate FoundationIP, Inprotech, Memotech, Inteum, Westlaw
Programming Language / AI /
Web Content
SQL, Java, HTML, WordPress maintenance, agentic AI basic design, prompt engineering for generative and limited memory AI
Government / Legal / Filing
Westlaw, LexisNexis, Globalius, La Ley Digital, USPTO (PatentCenter, TEAS, TSDR, TESS, MPEP, TMEP, PTAB, TTAB), USCIS, NC & MA eCourts, Government Sponsorship (Bayh-Dole, iEdison, Coeus)
Languages
English, Spanish
Microsoft Suite
O365 & Admin, Teams, Exchange, PowerApps, PowerBI, CoPilot, PowerAutomate, Project, SharePoint, Forms
Google Suite
Mail, Drive & related apps, Forms, Tasks, Keep, Gemini
Operating Systems
iOS, Windows, Google
Business of Law
Accounting, budgeting, profit, revenue, margins optimization, growth strategy, HR, talent acquisition, talent development, succession planning, compensation design, leadership coaching, Partner/Owner practice, business planning, advisory and strategy, facilities management, crisis and disaster planning and recovery, build-outs and lease negotiation, vendor management and negotiation, translator between IT and law firm decisionmakers (applications, servers, data migrations, hardware, networks), strategic/project planning, strategic calendaring, business development, marketing, intake, client experience, legal process design and improvement
Legal Marketing / Sales / Intake
Branding B2B and B2C, Digital Marketing – paid and organic, LSA, PPC, SEO, GMB/GBP, anonymous search tool and Analytics; law firm sales training, coaching, implementation, glidepaths; legal intake process optimization and automation, quality assurance
What Our Clients Are Saying
I had the pleasure of working with Melissa when she joined my firm as COO. Melissa impressed me right off the bat. She is extremely smart and immediately identified the main issues (structural and cultural) inhibiting my firm’s growth. Melissa exhibited great sensitivity in working with staff and management to refocus our efforts toward resolving the firm’s issues. Her project management skills are impressive, and she was the driver of great gains in efficiency. Melissa is perceptive, effective and the consummate problem solver.
Marshall Cohen
Working with Melissa Hansel as COO is an absolute privilege. She is a phenomenal leader – dedicated, loyal, and hardworking are just a few words that come to mind. Her approachable demeanor, even in high-pressure situations, paired with her ability to navigate conflict with grace and fairness, truly sets her apart. I deeply admire her leadership style and strive to emulate the steady, supportive presence she brought to our entire firm.
Sarah Sykes Kearns
Melissa was COO of our Law firm for several years. She worked hand in hand with firm management. As a lawyer at the firm, I had the opportunity to work with Melissa. She was always accessible (even on the weekends for important matters), helped us organize team projects, and helped us develop methods to become more efficient. I could contact Melissa, and she always figured it out and helped me solve it promptly. And importantly, she was a pleasant and a good person to work with.
Kathryn C. DeAngelo
Melissa is fantastic. She can take complexity and chaos and distill into an understandable, actionable plan. She is organized, smart and solutions oriented, with an expansive law (firm related) technical, operational, sales, and HR background. Melissa is also a pleasure to work with and adept at alleviating the many burdens law firm owners face.
Nisha Karnani
Ready to Move Your Business Forward with Purpose?
Outlook Advisory Group is here when you need us.