Proven Strategies Measurable Results

November 2018 Events

November 7-9
Aria Resort & Casino
Las Vegas, NV


EVENT PRICING

Single day pricing per firm:
1st attendee — $1,250
2nd attendee — $1,000
Each additional attendee — $850/each

Up to an additional 10% discount will apply for multi-day attendance.
For additional questions, please email us.


Highlighted Topics


Defining & Cultivating Leadership, Management, & Culture

Wednesday, November 7, 2018

  • Setting the Journey – Leadership vs. Management
  • Communication Breakdown and Collaboration
  • Different Personalities Getting on the Same Page
  • Building Thriving Teams from On-Board to Daily Culture
  • Roundtable Q & A

The COO – Role & Responsibilities


Thursday, November 8, 2018

  • Getting Clarity with Your Role
  • How Successful Firms Utilize the COO
  • Getting to Know Your Team
  • Holding Teams Accountable
  • Building Teams from On-Board to Culture
  • Monthly Management Meetings
  • Roundtable Q & A

Intake Bootcamp



Friday, November 9, 2018

  • Intake Terminology
  • Intake Questionnaire
  • Quality Control for Your Intake Team
  • Chase Calls Protocol
  • Intake Forms, Reports, & Dashboards
  • Intake Director Role & Responsibilities
  • Chats, Walk-ins, & Other Types of Intakes
  • Recording & Auditing Calls
  • Techniques to Convert Potentials into Clients
  • Roundtable Q & A
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
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
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