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
Register
Intake 2.0 School
Event Description:

Due to popular demand, accommodations at the La Playa Beach & Golf Resort have been completely booked. We have made arrangements at the Inn at Pelican Bay. Please call (800) 597-8770 and mention Vista Consulting Team to receive a discounted room rate. If you have any questions, please call Amanda Hankins at (270)784-0379.

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
8:15 AM Breakfast  
9:00 AM Introduction What is Intake 2.0?
9:30 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.
10:15 AM Law Ruler How to increase conversion of potential clients by 30% or more.
How to track and ensure a healthy return on investement in every case.
10:30 AM Break  
10:45 AM How to Audit Your Intake Department Systems Learn Vista’s systems for identifying holes in your intake systems and processes.
Reorganize and clean up your department for maximum intake effectiveness.
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 – On Your Own  
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: Due to popular demand, accommodations at the La Playa Beach & Golf Resort have been completely booked. We have made arrangements at the Inn at Pelican Bay. Please call (800) 597-8770 and mention Vista Consulting Team to receive a discounted room rate. If you have any questions, please call Amanda Hankins at (270)784-0379.

LaPlaya Beach & Golf Resort

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
David Miller
Vista's core team is a tripod of experts helping to shape me into a better Managing Attorney. They do it without fear and with so much grace, humility, and patience! And they throw a great party after the hard work all day! #OurConsultantsAreBetterThanYours #Guaranteed
- David Miller / Managing Attorney
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