Proven Strategies Measurable Results

Apply Sam Walton’s Customer Service Commandments To Your Firm

July 31, 2017
Say what you want about Wal-Mart today, when Sam Walton was building this multi-national company, he was fanatical about client service. He was adamant that his leadership team was not only familiar with, but followed 11 Customer Service Commandments. We could all do well by adapting these concepts to our firms. Here they are (replaced “customers” with “clients” and “business” with “firm”): Our clients are the most important people in our firm. Clients are not dependent upon us; we are dependent upon them. Clients are not interruptions of our work; they are the purpose of our wor ..

LEADERS ARE READERS...MY READING LIST

July 21, 2017
LEADERS ARE READERS...MY READING LIST - blog post image Leaders are readers. The best leaders we know are readers. They are always looking for new concepts, ideas, and practices to bring to their team. Create your reading list and get started. Take 15 minutes a day and dive in! Micki...I don’t have the time to read! If you are like many owners, you are probably thinking you don’t have time each week, let alone each day, to read a book. I get it. I remember the days when I was running a multi-state law firm with 150+ employees and trying to juggle all of the demands being put on me, personally and professionally. Life can be crazy. However, ..

HOW DO I GET MY TEAM ON THE SAME PAGE?

June 30, 2017
HOW DO I GET MY TEAM ON THE SAME PAGE?  - blog post image To paraphrase Verne Harnish, the author of “Mastering the Rockefeller Habits” and “Scaling Up,” if you want everyone to be on the same page, first there must be a page. Sounds simplistic, but you would be surprised how much impact this small discipline can have at your firm. As leaders (and everyone at the firm is a leader in some capacity), we often expect those around us to read our minds and know exactly what we are trying to accomplish. We are shocked that those around us don't know exactly what we mean. "I told you in that meeting"…"I sent you that email"…"We talked ..

Team Huddles--Making them Work for Your Firm

January 20, 2017
Team Huddles--Making them Work for Your Firm - blog post image Nearly everyone is familiar with a “huddle.” It is the quick meeting that the quarterback holds with his offense before they run a play. It keeps everyone on the same page and communicates vital information before things get crazy. In Verne Harnish’s book, “The Rockefeller Habits”, he talks about the importance of having huddles with your team at your company. I also believe that they are a very important tool in running your firm and when you get them right, they can be powerful. However, I have also seen firms get them wrong and they can be tedious, boring and sap energy from the off ..

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
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