Proven Strategies Measurable Results

TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE #3: NO ATTRIBUTION RULES

TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE #3: NO ATTRIBUTION RULES - blog post image What is attribution? Attribution is simply how you give credit to the marketing or non-marketing source for each lead that you receive. Marketing sources are those that you pay for, such as TV, yellow pages, internet, billboards, and so forth. Non-marketing sources are those that you do not pay for, such as word of mouth, repeat clients, and client referrals. At Vista, we see a lot of firms that don’t have a detailed plan in place about how attribution should be handled. It is hard at times, because there can be multiple sources of a lead. A person can see your ad on TV, then think ab ..

TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE #2: NOT AUDITING INTAKE CALLS

TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE #2: NOT AUDITING INTAKE CALLS - blog post image Auditing how your firm handles new calls from potential clients is extremely important. Vista recommends that every firm audit a batch of intake calls on a weekly basis. The good news is that it is easier than ever to make this happen. Years ago, firms used to do “ghost calls” to test their intake procedures. They would get someone to call their law firm, pretending to have a potential claim, and then monitor the call to see how it was handled. It was extremely cumbersome. The process worked, but it was difficult to implement on a frequent and regular basis. Today, many firms hav ..

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

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 ..

Intakes - How Are They Handled In Your Firm?

Intakes - How Are They Handled In Your Firm? - blog post image Every law firm receives new client calls from some form of advertising. It could be word of mouth, yellow pages, referrals or television. The big question is: How are Intakes Handled in Your Firm? The Initial Call – Could be the MOST important call your firm receives From the moment the phone in your office is answered your prospective client is forming an opinion about your ability to represent him or her. This is the one chance that your firm has to make an impression on the perspective caller. Often, some of the least paid and least trained employees in a law firm are task ..

Bill Berg
“… They have also worked with us in ways to improve how many new cases we sign-up – they constantly are coaching us in ways we can do things better in that regard. In our weekly meetings we go over our new case sign-ups, our demand times and various other statistics and topics. They hold us accountable to ourselves… I could go on & on – our accounting department was also restructured based much on their recommendations. And, Vista also researched and found a new CPA firm for me which actually keeps up on telling me what needs to be done instead of just keeping things as the status quo.”
- Bill Berg
Wendy and David Share
“We met with Vista for a strategic planning session as our firm is at the crossroads and we wanted some outside perspective to help us with our planning. Vista provided a very focused environment so that we could develop our “Painted Picture” or 5-year plan. As we were very involved in the process, the conclusions we arrived at were not surprising to us, but having a road map to help us take the next step has been very beneficial to us. We have been working on the required steps and are making progress, and we do always come back to the Painted Picture and the principles we discussed in realizing our objectives. It is very much an ongoing process, and we know Vista is there for us, if and when we need their further input and objective perspective. Vista’s knowledge of the inner working of Plaintiff Personal Injury law firms allowed them to offer their insight and perspective to our unique circumstances. The fact that we are in Canada proved to be no barrier to understanding what our firm is all about.”
- Wendy and David Share
Michael McCready
"I have been working with Tim McKey and the folks at Vista Consulting Team for many years. From attending their conferences to hiring them for a comprehensive firm review, I attribute much of the success of the firm to the techniques they share. As they have grown, the advice they provide goes to a higher level. What started with a focus on metrics and KPI's (which are still the building blocks) has risen to a focus on team building, firm culture and improved means of delivering legal services. It's been my privilege to work with them and I can't recommend them highly enough."
- Michael McCready / Managing Partner