Proven Strategies Measurable Results

TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE #2: NOT AUDITING INTAKE CALLS

August 14, 2017
TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE #2: NOT AUDITING INTAKE CALLS - blog post image Auditing how your firm handles new calls from potential clients is extremely important. Vista recommends that every firm audit a batch of intake calls on a weekly basis. The good news is that it is easier than ever to make this happen. Years ago, firms used to do “ghost calls” to test their intake procedures. They would get someone to call their law firm, pretending to have a potential claim, and then monitor the call to see how it was handled. It was extremely cumbersome. The process worked, but it was difficult to implement on a frequent and regular basis. Today, many firms hav ..

TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE: #1 THE SILENT KILLER

August 07, 2017
TOP 7 MISTAKES LAW FIRMS MAKE DURING INTAKE: #1 THE SILENT KILLER - blog post image At Vista we have audited the intake processes, systems, and personnel of firms all over the country. Intake is one of the few things at your firm where you can fix something today and see big results tomorrow. We enjoy analyzing the process step by step and finding inefficiencies that increase our clients’ signups without increasing their spend. There are several common things that we see firms struggle with, but there is one that very few pay attention to, yet it costs them thousands of dollars (sometimes hundreds of thousands) a year in lost revenue. What is it? The mistake many fir ..

Intakes - How Are They Handled In Your Firm?

December 27, 2013
Intakes - How Are They Handled In Your Firm? - blog post image Every law firm receives new client calls from some form of advertising. It could be word of mouth, yellow pages, referrals or television. The big question is: How are Intakes Handled in Your Firm? The Initial Call – Could be the MOST important call your firm receives From the moment the phone in your office is answered your prospective client is forming an opinion about your ability to represent him or her. This is the one chance that your firm has to make an impression on the perspective caller. Often, some of the least paid and least trained employees in a law firm are task ..

Wendy and David Share
“We met with Vista for a strategic planning session as our firm is at the crossroads and we wanted some outside perspective to help us with our planning. Vista provided a very focused environment so that we could develop our “Painted Picture” or 5-year plan. As we were very involved in the process, the conclusions we arrived at were not surprising to us, but having a road map to help us take the next step has been very beneficial to us. We have been working on the required steps and are making progress, and we do always come back to the Painted Picture and the principles we discussed in realizing our objectives. It is very much an ongoing process, and we know Vista is there for us, if and when we need their further input and objective perspective. Vista’s knowledge of the inner working of Plaintiff Personal Injury law firms allowed them to offer their insight and perspective to our unique circumstances. The fact that we are in Canada proved to be no barrier to understanding what our firm is all about.”
- Wendy and David Share
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
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