Proven Strategies Measurable Results

November 2019 Events

November 6-8
Hilton Nashville Green Hills
Nashville, Tennessee


Single day pricing per firm:
1st attendee — $1,250
2nd attendee — $1,125
Each additional attendee — $1,000/each

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

Highlighted Topics

Intake Bootcamp

Wednesday, November 6, 2019

  • Intake Terminology
  • Intake Flow Chart
  • Intake Screening
  • Chase Leads, No Decision Leads, Referred Out Leads & Rejecting Leads
  • Sign-up Process
  • Intake to Case Management Team Transition Training
  • Roundtable Q & A

Case Management Bootcamp

Thursday, November 7, 2019

  • Initial Client Call and Setting Client Expectations
  • Data Integrity and Reporting
  • Framing Your Case: Police Report, Recorded Statements, Property Damage and Injury Photos
  • Client Contact and File Review Cycles
  • Best Practices for Medical Record Request & Retrieval
  • Action Steps for Each Case Phase
  • Settlement Disbursement Opportunities: Think Firm Swag, Referrals, Reviews and Testimonials
  • Pre-Litigation to Litigation Hand-Off
  • Roundtable Q & A

Leadership | Management | Human Resources Academy

Friday, November 8, 2019

  • 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
  • Keeping Team Members Longer - Expectations
  • Policies & Best Practices - Tools
  • Professionalism & Retaining Employees - Training
  • Laying The Foundation - The Process
  • 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
John Michael Bailey
"From operations to accounting, from marketing to income production, the team at Vista has done it all and seen it all. They bring all of the experience and commitment to excellence to bear and work with you to achieve the results that you have dreamed of, but been unable to reach. I know it works, I am living it."
- John Michael Bailey
 Gary O. Bruce
"Within a short time of working with the Vista team, the main accomplishment – one that I did not anticipate – was to find a way to ensure the things I valued were actually being done by my team. We have become a firm driven by client service, and the Vista dashboard reports and other tools merely help us achieve those goals. It’s hard to do all of the above without a plan, and Vista has worked directly with my internal team to not only come up with a right-fit plan, but also helped us implement that plan successfully."
- Gary O. Bruce