ONGOING consulting WORK

This is where the Vista team REALLY shines. Based on the findings at the Needs Assessment, your Vista Consultant will work closely with you and your team to provide a variety of services. We take that prioritized list at the end of our report and hold you accountable to getting it done! Our ongoing services run the gamut, and we can help in a huge variety of areas. The goal is to focus on what your firm needs and to help you obtain it. Think of this as the firm’s ongoing treatment. That takes many forms:


Vista develops comprehensive dashboards or helps identify needed reports. Once we identify what you should be tracking, we provide regular report analysis, such as the generation and review of key monthly reports. We break needed reports into two categories: scoreboard reports for firm leaders and deep dive reports for department heads. Scoreboard reports let the firm owners know if the firm is winning or losing. They are 30,000-foot view reports that tell us how things are looking. We then dive deep into analyzing intake, case load, marketing, attorney production, and so much more. You may be thinking, “but my case management software already has reports.” You’re absolutely right. But most case management companies provide a list of reports and move on. They don’t help you identify what you SHOULD be tracking. They don’t manage your PRACTICE, just your cases. And, they certainly don’t review the information with you, helping to identify holes, bottlenecks, or team members who need some coaching to succeed.


Vista consultants feel passionate about solid intake practices, and we have experience in taking an intake department and turning it into a well-oiled machine with dedicated, caring team members. We know the job of an intake specialist is critical at the firm, and we also know the work can take its toll. We work closely with your intake manager and team members to coach, develop procedures, stop the potential client from shopping your competition, and analyze referrals.

Human Resources:

Every firm should work toward creating a culture by intention, not one by default. Enter your Vista consultant, who becomes part of the fabric of your team, championing culture and, at times, wearing the black hat to communicate expectations. Your Vista consultant will work with you to develop good human resources practices. We can provide performance and attitude analysis, organizational structure planning and development, training procedures, hiring/firing procedures, and scorecard/job performance analysis.


Your Vista Consultant is well versed on law firm accounting and can review your accounting procedures, analyze P&L statements and attorney compensation plans, and recommend best practices for budgeting and spending analysis. We can also help determine your firm’s Pareto point (the 20% of your cases likely generating 80% of revenue). We also provide recommendations for typical spending in key areas, like compensation and marketing.


Many attorneys excelled in law school and are true artists at working up and litigating cases. Those same attorneys weren’t taught in law school how to RUN a law firm. Your Vista consultant works with you to help you with the business of law, not the practice of law. We take a look at all your operations and work with you to streamline them, including case management/case flow, procedures for closing cases, office procedures, and the development of comprehensive SOP manuals. We help with internal marketing by working with you to develop a stellar client experience cycle, help your team to institute surveys and effective client feedback systems, and regularly market to your base. Vista consultants also work with your firm strategic leaders on high-level planning such as succession/merger & acquisition planning, strategic planning, and vision and mission development.

Vista Consulting team members have been told more than once that we are like a firm’s therapist, so don’t ever be shy about venting, asking, or bouncing ideas off your Vista consultant. 

The Vista team can help your firm to thrive, but we don’t bring magic pixie dust to our assignments. Many of our recommendations require your team to roll up their sleeves, open their minds, and put in the work. In an already busy atmosphere, implementing process improvements can seem insurmountable. In fact, efficiency and effectiveness may seem to go down some prior to going up as new systems are put in place. We call this, “the dip”, and it is normal – and sometimes necessary – to soar to the next level. Recognizing the dip for what it truly is, your investment period prior to payoff, is imperative in maintaining the proper focus on the process. Think of this way: You can’t change a tire on the car as it speeds down the road. It has to be done, because if you don’t fix it, you’ll never complete your journey. Sure, stopping the car and changing the tire slows the trip…for a short time. But once you hit the road, you’ll be cruisin’! We ask you to keep this in mind and never quit while you’re in the dip!

“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

“Within a short time of working with the Vista team, the main accomplishment – one that I did not anticipate – was to find a way to ensure the things I valued were actually being done by my team. We have become a firm driven by client service, and the Vista dashboard reports and other tools merely help us achieve those goals. It’s hard to do all of the above without a plan, and Vista has worked directly with my internal team to not only come up with a right-fit plan, but also helped us implement that plan successfully.”

“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!”

“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.”

OUR services