Proven Strategies Measurable Results

November 2018 Events

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


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
Jerry Parker
"Vista has been a consultant to our firm for almost 2 years. One of the best business decisions I made was to retain Vista. They know plaintiff personal injury firms A-Z. And that's how they analyze your firm, its efficiencies (or lack thereof or worse), office design/flow, reception procedures, telephone procedures, equipment of all types, etc. If you think your office is running at the top of its game and you don't need them, you're probably wrong. I can't imagine Vista not being able to improve even the best run firms. The payback from what they do is likely to be realized within the 1st 3-6 months."
- Jerry Parker
David Miller
Vista's core team is a tripod of experts helping to shape me into a better Managing Attorney. They do it without fear and with so much grace, humility, and patience! And they throw a great party after the hard work all day! #OurConsultantsAreBetterThanYours #Guaranteed
- David Miller / Managing Attorney
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