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
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
Jim Reed
"I have to confess, I was initially skeptical that Vista could significantly improve my firm. Heck, we are a small firm (4 lawyers) in a small city and have been in business for 60+ years. Frankly, we were already doing well and had managed to carve out a successful business handling personal injury and malpractice cases. But I met (and liked) Tim McKey and we were having a good year, so I thought, let’s give them a try to see if they can offer any meaningful improvement. I am happily surprised to say that hiring Vista is one of the best business decisions I ever made. Vista analyzed and made recommendations in a few key areas and helped us implement changes in those areas. In less that one year, we are already reaping substantial dividends from those simple changes. As lawyers, we think we are pretty smart and know our business pretty well, but I can tell you that inviting an outside set of experienced eyes to take a close look at the way your firm operates WILL reveal many things you never saw and many areas for improvement. If you want to REALLY learn about your firm and how to improve it, I HIGHLY recommend a consultation with Vista."
- Jim Reed / Owner
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