Erik Montaña
Chief Strategy Officer
When you’re uncomfortable, that’s when you learn something new about yourself.
— Arca
Biography
Erik serves the firm as the Chief Strategy Officer, where he leads initiatives across data analytics, information technology, marketing, and legal operations. He oversees firmwide systems—including Salesforce administration, Microsoft infrastructure, cybersecurity, and reporting tools—and works closely with the executive team to align strategic goals with operational performance. Erik also manages AI implementation, business process optimization, and employee onboarding to ensure seamless workflow and sustainable growth.
With a strong background in both education and legal operations, Erik brings a forward-thinking, tech-driven mindset to every project. He is certified in Tableau and will be a certified Salesforce Admin as well. Erik continually enhances his knowledge through hands-on work in automation, CRM integrations, and emerging technologies. As a passionate advocate for innovation in the legal field, he remains focused on improving client experience, increasing operational efficiency, and developing a high-performing, agile workplace culture.
Credentials
Education
M.S. Data Analytics, Butler University
B.A. Mathematics, Texas Tech University
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