Improving Business Perfomance
What We Do

Our mission is to help solve business problems through process improvement
and technology solutions. 
CAL Advisory will work with you to design and implement workflow automation solutions
to improve business performance.

  • Information governance and data risk management strategies
  • M&A risk assessment process automation
  • Automated data analytics and data classification solutions
  • Law department operations workflow
  • Technology solutions evaluation and selection process
  • Investigation and discovery workflow assessment, design and implementation 
  • Outsource service procurement process improvement 
  • Public affairs and governmental relations
Technology Service Providers and Consultancy:
  • Business development strategies and models
  • Service delivery program assessment and gap analysis
  • Outsource, managed services scoping and economic model development
  • Go-to-market and sales process improvement

Investment and Acquisitions:
  • Due diligence process improvement
Who We Are
Craig Alan Lee
Craig Lee delivers a diverse range of career experience in solving business problems. Craig is a connective collaborator who has distinguished himself by confronting business challenges and positioning high performance teams for success. Craig is a student and practitioner of the management principles of continuous learning and process improvement. 
Subject Area Expertise:
  • Business development and sales process improvement
  • Information governance and data risk mitigation
  • Law department operations process improvement
  • Automated data analytics for litigation avoidance and document classification
  • Investigation and litigation technology and workflow best practices
  • Cloud data storage, software and infrastructure as a service
  • Supply chain alignment and managed services economic models
  • Technology and outsourced service procurement best practice strategies
  • Public affairs and governmental relations 
​Certifications and Education:
  • IG Advanced Concepts - Institute for Information Governance
  • Discovery & Practice Management -17-Course Program - E-Discovery Institute 
  • Masters Degree - Administration and Finance
Contact Us
(661) 481-0717

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