Case Status CX Summit 2026 – Track II (Presented by Case Status)

Brian Page, Chief Legal Officer | Trust Guss Injury Lawyers

Brian Page serves as Chief Legal Officer of Trust Guss Injury Lawyers. A graduate of Loyola University New Orleans College of Law, he has practiced in New Orleans since law school, dedicating his career to helping the city’s residents recover from life-changing accidents.

• Education & Credentials

Brian earned his J.D. from Loyola University New Orleans College of Law and holds a B.S. in Political Science from Northern Illinois University. He is licensed to practice in all Louisiana state courts and in federal court for the Eastern District of Louisiana.

• Recognition & Leadership

Brian is a Super Lawyers nominee and holds executive-level responsibility at the firm as Chief Legal Officer.

• Professional Involvement

Brian is a member of the Louisiana Association for Justice

• Experience

Brian grew up in Yorkville, Illinois, and built his practice entirely in New Orleans, focusing exclusively on personal injury cases tried before both judges and juries. His prior experience as a private investigator, and his practice of handling cases from intake all the way through trial, shape how he serves injury victims across the city.

Travis Howard, Partner and Chief Operating Officer | CGH Injury Lawyers

Travis Lee Howard is a Partner and the Chief Operating Officer of CGH Injury Lawyers, a Denver-based trial firm serving clients across Colorado, and an entrepreneur, author, and leadership advisor who works with founders on building organizations where both people and performance thrive.

• Education & Credentials

Travis earned his J.D. from the University of Colorado School of Law, where he was a Sustainable Development Scholarship awardee and recognized on the Dean’s List, following undergraduate studies at Colorado State University.

• Recognition & Leadership

Travis advises founders on building thriving organizations through conscious leadership and practical business strategy, and holds firm-level leadership responsibility as Partner and Chief Operating Officer.

• Experience

Travis’s approach is grounded in lived entrepreneurial experience scaling his own firm. He brings a background spanning technology, community housing, and legal cannabis regulation to his injury and accident practice. He holds that sustainable organizations are built in a deliberate order — self, customer, machine, and then team — and that leaders must grow themselves first for people and performance to thrive.

Jeff Robbins, MS, CPXP, Client Experience Officer | Poulin Willey Anastopoulo

Jeff Robbins, MS, CPXP, is the Client Experience Officer at Poulin Willey Anastopoulo. He came to legal client experience from a background in patient and client experience leadership, and now leads the firm’s initiatives to elevate the client journey and strengthen relationships across the firm.

• Education & Credentials

Jeff holds a master’s degree (MS) and the CPXP credential.

• Recognition & Leadership

As Client Experience Officer, Jeff directs the programs that shape how clients experience the firm, working closely with attorneys and staff so every client feels informed and supported throughout their case.

• Professional Involvement

Jeff presented at the 2025 Legal Client Experience Summit, sharing a playbook for turning reviews, surveys, and engagement data into client loyalty.

• Experience

Jeff’s expertise was built in patient and client experience leadership. He builds feedback-driven experience programs and develops cultures centered on trust, communication, and empathy, applying experience-driven strategies that improve outcomes for both clients and firms. Before joining Poulin Willey Anastopoulo, he served as Director of Client Experience at DM Injury Law.

Erik Montaña, Chief Strategy Officer | Smith Clinesmith LLP

Erik Montaña is the Chief Strategy Officer of Smith Clinesmith LLP and a member of the firm’s executive leadership team. He spearheads the firm’s AI implementation and business process optimization, driving its vision across marketing, information technology, data analytics, and strategic business growth.

• Education & Credentials

Erik holds an M.S. in Data Analytics from Butler University and a B.A. in Mathematics from Texas Tech University. He is pursuing a Doctor of Engineering in AI/ML at George Washington University’s School of Engineering and Applied Science, continually deepening his expertise in machine learning, automation, CRM integrations, and emerging technologies. He is certified in Tableau, is a Certified Litify Practice Management Administrator, and brings a background in both education and legal operations.

• Recognition & Leadership

As Chief Strategy Officer, Erik sets the strategic direction that aligns the firm’s operational performance with its long-term goals, with responsibility spanning digital marketing strategy and talent onboarding as core pillars of the firm’s growth engine.

• Professional Involvement

Erik is a passionate advocate for innovation in the legal field. He has been a featured speaker on law firm AI adoption, including the webinar “How 2 Top Plaintiff Firms Went AI-Native in 90 Days,” and speaks at the Case Status CX Summit 2026.

• Experience

Erik leads 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. His initiatives focus on improving client experience, increasing operational efficiency, and building a high-performing, agile workplace culture.

Patrick Iyampillai, Co-Managing Partner | Hale Law

Patrick Iyampillai is a Co-Managing Partner of Hale Law who has devoted his entire legal career to representing injury victims — and only injury victims.

• Education & Credentials

Patrick earned his Bachelor of Science from Florida State University and his Juris Doctor from Stetson University College of Law, where he was a member of Stetson’s nationally recognized Trial Team, was published by a law review, earned awards for trial advocacy, professionalism, and student service, served as a research and teaching assistant, and completed an advanced Trial Advocacy program at the University of Oxford. After law school, he completed Harvard Law School’s Executive Education Program on Negotiation. He has been licensed in Florida since 2017.

• Recognition & Leadership

Patrick received The Florida Bar Young Lawyers Division’s 36 Under Thirty-Six Professionalism Award and has earned Martindale-Hubbell’s AV Preeminent Rating for 2023 and 2025. He has been selected to the Super Lawyers Rising Stars list every year from 2021 through 2026.

• Professional Involvement

Patrick is an active member of the Sarasota, Manatee, and Hillsborough County Bar Associations, the Judge John M. Scheb American Inn of Court, the Florida Justice Association, the American Association for Justice, and the Manasota Trial Lawyers Board.

• Experience

Patrick has successfully handled hundreds of personal injury cases across negotiation, litigation, mediation, and trial, recovering millions of dollars for individuals and families harmed by negligence, including in wrongful death matters, while ensuring every client receives personal attention, respect, and advocacy at the highest level.

SESSION 1 – Your Team Won’t Adopt What They Don’t Trust: Fix That First | 10:00am – 10:30am

Tools do not fail because they are bad; they fail because teams do not trust or adopt them. This session focuses on the change management side of client experience, showing how to move a firm from a handful of power users to genuine firm wide adoption of its CX tools. Attendees leave with practical steps to build trust, drive adoption, and make new processes stick.

Speakers: Brian Page

BREAK | 10:30am – 10:35am

SESSION 2 – Gift Givers & Firefighters: Why Culture Is the Outcome, Not the Recipe| 10:35am – 11:05am

The biggest hidden tax on a firm is a firefighting culture. When every day is reactive, efficiency suffers, good people leave, and clients feel the strain. This session reframes culture as an outcome rather than a recipe: build the proactive habits and systems, and an elite client first culture follows. Attendees leave with practical ways to reset team habits, reduce turnover, and make gift giving proactivity the default.

Speakers: Travis Howard

LUNCH | 11:05am – 1:15pm

SESSION 3 – What Hospitals Get Right That Law Firms Get Wrong | 1:15pm – 1:45pm

Most firms do not track or measure client experience with any real discipline, while healthcare has built entire systems around the patient experience. This session brings those lessons across, showing how to design the client journey intentionally, measure it, and improve it. Attendees leave with concrete techniques, borrowed from healthcare, for building an experience around the client.

Speakers: Jeff Robbins

BREAK | 1:45pm – 1:50pm

SESSION 4 – Human in the Loop: The Augmentation Playbook That Works | 1:50pm – 2:20pm

Client Intelligence and AI automation are powerful, yet most firms only scratch the surface at the individual level rather than the organizational one. This session lays out a real augmentation playbook: the policies, procedures, and habits that let a firm use Case Status automations and AI to engage clients consistently while keeping people in control. Attendees leave with a framework they can operationalize across teams.

Speakers: Erik Montaña

BREAK | 2:20pm – 3:20pm

SESSION 5 – Cut the Noise: Build a Tech Stack that Actually Delivers | 3:20pm – 3:50pm

With so many legal tech vendors and so much overlap, it is genuinely hard to know how to build a stack. This session helps operators cut the noise and avoid the two common traps: the overpromising super provider and the cheap knock off. Attendees leave with a clear approach to evaluating vendors and assembling a stack that serves the firm and its clients.

Speakers: Patrick Iyampillai