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Top 7 Mistakes Law Firms Make During Intake #7: No One Is In Charge

The final mistake that we see firms make in their intake department is that they don't put anyone in charge of intake. No one has a day-to-day ownership of the intake process and is responsible for quality control. Is there a non-partner point…

Top 7 Mistakes Law Firms Make During Intake #6: Belief That It Is All Under Control

The good news about intake is that if you fix it today, you will see benefits tomorrow. The bad news about intake is that you can't ever let your guard down. It is not one of those things that you can get right and forget about it. You have…

Top 7 Mistakes Law Firms Make During Intake #5: Firms Don’t Enter All Leads Into Their Case Management System

Every call matters. Every person who reaches out to your firm to discuss a new case is important. They may be calling for something that you consider trivial, for something that you think is not worth pursuing, or about an area of law that you…

Top 7 Mistakes Law Firms Make During Intake #4: Firms Don’t Teach Their Intake Team The Numbers

Everyone needs to know how to keep score. I have yet to come across a team that doesn’t enjoy knowing the score. People engage at a higher level when they understand how to score points and have control over winning or losing. It is the same…

Top 7 Mistakes Law Firms Make During Intake #3: No Attribution Rules

What is attribution? Attribution is simply how you give credit to the marketing or non-marketing source for each lead that you receive. Marketing sources are those that you pay for, such as TV, yellow pages, internet, billboards, and so…

Top 7 Mistakes Law Firms Make During Intake #2: Not Auditing Intake Calls

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…

Budgeting (Exactly What Does That Mean?)

Most firm (business) owners begin to think about how their business has performed for the year and also begin thinking about how to improve upon that performance for the next calendar year around November. Without a target to measure against,…

Top 7 Mistakes Law Firms Make During Intake: #1 The Silent Killer

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…

Apply Sam Walton's Customer Service Commandments To Your Firm

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.…

Leaders Are Readers... My Reading List

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…

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