Roberta Montafia

Legal Mocktail
Organization Type: Consulting Firm (professional services)
Position/Title: Consultant
Functional Area: Consultant
Year of Induction: 2003

2149 Jasper Way
The Villages, FL 32162-3355

Mobile Phone: 617.852.3191
Business Phone: 617.852.3191

Roberta Montafia is Principal with Roberta Montafia Consulting and Chief Visionary Officer at The Legal Mocktail.

Roberta has over 25 years experience in the legal industry, including 13 years as an in-house lmarketer. Roberta’s experience covers a wide range of geographies including several Europe, which allowed her to add an understanding of the international legal marketplace to her law firm marketing background. This experience, coupled with her former position as Global Director of Marketing for Baker & McKenzie, has given her an advanced understanding of legal developments and opportunities globally. She is well versed in branding, communications and marketing for promotion of client facing initiatives, as well as for key internal programs such as client service and major client management.

Most recently Roberta held the position of Chief Marketing Officer for Day, Berry & Howard LLP where she was relied on for her expertise in client service, branding, business development education and training. Under her leadership the firm was named one of The Top 50 Law Firms in Marketing and Communications, by LJN, Marketing the Law Firm 2 years in a row. She also has had several marketing initiatives recognized by the Legal Marketing Association’s Your Honor Awards.

Roberta gained her knowledge of the offshore world when she was the first Marketing Director for Appleby Spurling & Kempe, one of Bermuda’s largest law firms. She was responsible for the strategic business development of the law firm and its business subsidiaries, and was instrumental in the creation of the firm’s first web-based product. Over her tenure her strategic marketing leadership resulted in the firm becoming well known for its innovations on many fronts; for its web-based legal tools, as well as for original insurance products.

Roberta is a graduate of the University of Massachusetts and earned her Juris Doctor from Suffolk University Law School.

She is a member of the advisory board of the Legal Sales and Services Organization and a Fellow of the College of Law Practice Management.


Roberta Montafia has had and continues to have a strong impact within the legal profession. Specific highlights of her significant leadership roles include: 2002 President of the Legal Marketing Association; Member of the IBA and Country Representative for Committee 10; and founding member of the Bermuda Association of Marketing.

Roberta is a frequent author and lecturer on the topics evolving around effective marketing and management strategies that affect the legal profession, and in particular, the success factors critical to long-term effective support of clients.

Roberta’s tireless energy is devoted to helping the profession’s leaders, be they vendors, bar associations, senior firm management, noteworthy professional associations, or thought leadership groups, by providing insight and support for driving the profession forward in turbulent, competitive times. She is an opinion leader who is sought by top-notch vendors for her insights to support their companies’ product development and strategic initiatives.
— Nominated by Silvia Coulter and Diane Kempe, 2003