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
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
 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
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