Proven Strategies Measurable Results

Intake 2.0 School

Friday, October 27, 2017

Naples, FL – LaPlaya Beach & Golf Resort

Event Fee(s)
1st Attendee: $1,250
2nd Attendee: $1,000
Each Additional Attendee: $850
Registration Deadline: Friday, October 20, 2017
Intake 2.0 School
Event Description:

Intake 2.0 School – You asked for it and it is here! Advanced Intake training. Beyond the basics of terminology and core reports, looking at how to audit your intake department, how to analyze intake data and spot inefficiencies, and more!

Event Agenda - Day 1
Time Title Description
8:30 AM Breakfast  
9:00 AM Introduction What is Intake 2.0
9:30 AM How to Audit Your Intake Department Systems Learn Vista’s systems for identifying holes in your intake systems and processes.
How to fix them.
10:30 AM Break  
10:45 AM Key Reports You know the terminology, what are the key reports that you should be reviewing on a daily, weekly, monthly, or quarterly basis?
Analysis of Reports: Participants will be given sample reports to analyze and coached on how to look for inefficiencies.
11:30 AM Auditing Calls How to set up a process to audit your intake calls.
Participants will listen to calls and audit them during this session.
12:00 PM Lunch  
1:30 PM Qualifying Leads How do you know you are signing up the right cases?
How do you know your team is applying the same criteria to potential signups?
2:30 PM Converting Calls into Cases Processes for getting cases that meet your criteria.
How to effectively track method of signup.
3:30 PM Break  
3:45 PM Intake Manual Overview Cases you handle.
How to track the source of the call.
How to track each stage of the intake process
4:30 PM Q&A  
5:00 PM Conclude  

Event Accommodations

Lodging Details

LaPlaya Beach & Golf Resort
Link to hotel
Event Code: 10T12I (Note the code is: one, zero, T, one, two, I)

LaPlaya Beach & Golf Resort

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
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