Turn Client Relationships
Into Your Competitive Advantage

Patrick Fuller is the Chief Strategy Officer at Client Insight Ventures and a partner at CIV Strategy, where he works with law firms, legal departments, and legal service providers to sharpen competitive strategy, deepen client relationships, and translate behavioral insights into measurable growth. He brings more than twenty-five years of experience at the intersection of law firm and legal department strategy, financial performance analytics, and behavioral economics. Throughout his career, Patrick has advised law firms and legal departments on the operational and strategic dynamics of organizational growth, performance, and change. A frequent speaker and advisor, he has delivered keynote addresses and led strategic engagements at more than two hundred events worldwide.

Before joining CIV, Patrick served as Chief Strategist at ALM, where he was part of the executive leadership team and a regular voice at the industry's most significant forums, including Legalweek, managing partner roundtables, and law firm retreats. His earlier career includes senior leadership and strategic roles at LexisNexis Martindale-Hubbell, Thomson Reuters, Wolters Kluwer ELM Solutions, LawVision Group, and Neota Logic. This background in analytics, technology, consulting, and market intelligence gives him a unique perspective spanning the operational realities of law firms, corporate legal departments, and legal service providers.

Patrick is the co-author of two books on the sector, Measuring and Managing Performance for Law Firms and Strategic Intelligence for Law Firms. His contributions to mentoring, advocacy, strategy, innovation, and industry leadership have earned him various accolades, including being named to the 2021 Fastcase 50, which honors the most innovative and influential voices in the legal profession.

Patrick is active in advancing operational practices across the profession, serving as a Fellow, Trustee, and President-Elect of the College of Law Practice Management. He holds an undergraduate degree in Kinesiology and Exercise Science from the College of the Ozarks and did his graduate studies in Behavioral Economics at the University of Chicago Booth School of Business.

Julie is responsible for leading operations strategy, client delivery, and execution as the company scales its relationship intelligence platform. With over 16 years of experience across law, corporate strategy, and business operations, Julie has a keen understanding of how organizations make decisions, adopt new solutions and manage change.

At RGP, Julie held leadership roles spanning corporate development, investor relations, go-to-market strategy, and executive operations. As Senior Vice President of Corporate Development and Investor Relations, and earlier as Chief of Staff to the Chief Executive Officer, Julie advised executive leadership, led acquisitions and strategic partnerships, supported enterprise initiatives, and helped shape communications with the board, investors, employees, and clients.

She has also held senior operating and strategy roles at early- and growth-stage companies across legal technology and healthcare, leading fundraising, partnerships, go-to-market initiatives, new offerings, and board engagement.

Julie began her career as a corporate attorney at Latham & Watkins, advising companies and investors on mergers and acquisitions and capital markets transactions.

Julie holds a J.D. from Stanford Law School and a B.A., summa cum laude, from Pomona College. She serves on the Orange County Board of the American Cancer Society.

With more than two decades of experience as a chief marketing and business development officer, Lisa has spent her career at the intersection of data, strategy, and client experience. She has been successful in building systems and programs that help firms understand what their clients truly value and turning that insight into revenue.

Most recently, Lisa served as Chief Marketing and Business Development Officer at Holland & Hart, and before that spent seven years as CMBDO at Lewis Roca (now part of Womble Bond), where she developed the client experience program 'Experience Amplified,' as well as led the firm's rebrand, and developed data analytics dashboards that measured client loyalty resulting in more profitable practices.

Her earlier leadership roles at Brownstein Hyatt Farber Schreck, Lathrop GPM, and Prescient Communications gave her a front-row seat to firms of every size and structure, from AmLaw 200 firms navigating mergers and geographic expansion to boutique practices differentiating themselves in crowded markets. Across every role, Lisa built strategic client feedback programs grounded in real client data rather than instinct, an approach she was championing long before most firms saw its value.

A Fellow in the College of Law Practice Management and Hall of Fame Member of the Legal Marketing Association, Lisa is a frequent speaker and author on client experience, data analytics, and law firm strategy. She holds a B.A. in Communications from the University of Denver.

For more than three decades Nat Slavin has been the trusted advisor law firms turn to when they want to truly understand their clients.

As founder of one of the legal industry's leading client feedback practices, Nat has conducted thousands of confidential conversations with corporate counsel, general counsel, and C-suite executives uncovering what clients really think about their law firms, what drives loyalty, competitive intelligence and what puts relationships at risk. He has lead the creation of client experience and service programs and regularly advises firm leaders on client team strategy.

Through Client Insight Ventures, and its consulting arm, Nat will continue to bring this unparalleled insight directly to firms. Through its technology solutions Nat enables firm's to harness market insights and client sentiment across the legal ecosystem.

Nat is an elected fellow in the College of Law Practice Management and a Legal Marketing Association (LMA) Hall of Fame Inductee. He served as President of International Board of Directors LMA in 2007 and as a Board Member from 2003-2007 and as the President of the West Region.

He served as Publisher of InsideCounsel (Corporate Legal Times), the management monthly for corporate legal executives, and held various editorial and management positions at InsideCounsel as well as a series of specialty publications (1992-2006). He led the sale of Corporate Legal Times LLC to a private equity firm in New York. Nat has also served in leadership roles on several for-profit and non-profit boards.