Proven Strategies Measurable Results

Budgeting (Exactly What Does That Mean?)

August 09, 2017
Budgeting (Exactly What Does That Mean?) - blog post image Most firm (business) owners begin to think about how their business has performed for the year and also begin thinking about how to improve upon that performance for the next calendar year around November. Without a target to measure against, performance is usually simply measured against how the firm did last year. Although better than no measuring stick at all, “better than last year” is not the optimum standard for which to gauge financial performance. Ok…what is the optimum? Answer: a well prepared budget of expenses and a projection of expected revenue compared to actual pe ..

TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE: #1 THE SILENT KILLER

August 07, 2017
TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE: #1 THE SILENT KILLER - blog post image At Vista we have audited the intake processes, systems, and personnel of firms all over the country. Intake is one of the few things at your firm where you can fix something today and see big results tomorrow. We enjoy analyzing the process step by step and finding inefficiencies that increase our clients’ signups without increasing their spend. There are several common things that we see firms struggle with, but there is one that very few pay attention to, yet it costs them thousands of dollars (sometimes hundreds of thousands) a year in lost revenue. What is it? The mistake many fir ..

Apply Sam Walton’s Customer Service Commandments To Your Firm

July 31, 2017
Say what you want about Wal-Mart today, when Sam Walton was building this multi-national company, he was fanatical about client service. He was adamant that his leadership team was not only familiar with, but followed 11 Customer Service Commandments. We could all do well by adapting these concepts to our firms. Here they are (replaced “customers” with “clients” and “business” with “firm”): Our clients are the most important people in our firm. Clients are not dependent upon us; we are dependent upon them. Clients are not interruptions of our work; they are the purpose of our wor ..

LEADERS ARE READERS...MY READING LIST

July 21, 2017
LEADERS ARE READERS...MY READING LIST - blog post image Leaders are readers. The best leaders we know are readers. They are always looking for new concepts, ideas, and practices to bring to their team. Create your reading list and get started. Take 15 minutes a day and dive in! Micki...I don’t have the time to read! If you are like many owners, you are probably thinking you don’t have time each week, let alone each day, to read a book. I get it. I remember the days when I was running a multi-state law firm with 150+ employees and trying to juggle all of the demands being put on me, personally and professionally. Life can be crazy. However, ..
Richard Harris
"After founding and managing one of Nevada’s largest personal injury law firms for over 30 years, and teaching law practice management, I didn’t think there was much a consultant could do for me. I initially asked Vista, “Why would I pay you to tell me what’s wrong with my firm – when I already know it?” Their response was, “We’ll help you fix it.” That had actually never occurred to me, which showed how much I needed them. Beginning with the onsite visit and comprehensive Needs Assessment, the Vista team not only helped fix what I already knew needed attention, I’m pleased to admit they revealed and helped us resolve several problem areas I previously didn’t know about. Not only that, through consistent coaching conferences and initiation of dynamic reporting of key performance indicators, Vista trained and transitioned a new management team to take our firm to the next level. I’m completely satisfied with Vista and recommend their services to any firm, large or small."
- Richard Harris
Paul B. Harding
"As our firm grew, it became difficult to track the progress of cases through the various units, along with the customer service provided to our clients. VISTA developed dashboards for all this and more! When viewing our dashboard, I now have all the important data at my fingertips: client contact, file review, the number of demands filed, files placed in suit, and so much more! Our unit managers also use these tools to ensure that attorneys and staff are staying on-track. As Managing Partner, I am pulled in many directions at once and am often out of the office — the dashboard allows me to zero in on issues as they develop, regardless of my location or the time of day. Great solution for us!"
- Paul B. Harding / Managing Partner
Kenny Harrell
“The Joye Law Firm would whole-heartedly recommend Vista Consulting’s services. It’s been nearly two years since Vista did the initial needs assessment at our firm, followed by several weeks of ‘boots on the ground’ work. With the benefit of hindsight, I can easily say that improvements we’ve made as the result of their services have easily more than paid for the costs of the same (and that was probably true a few months in.) This is true based on improvements in our case management efficiency and especially in regard to better intake procedures. Our average new cases per month have increased 50%, and this is due in large part on our doing a better job of following up on potential new clients.”
- Kenny Harrell / Managing Partner