NEEDS assessments

Before our team can work alongside yours to get your firm to its best and highest performance, we need to know where you are NOW. Enter the Vista Needs Assessment!

The Vista team acts as a doctor providing a comprehensive exam in order to assign a proper diagnosis. Our team spends up to two full days onsite at your firm. We get to know your team, your culture, your workspace, and your workflow. We meet with key team members and dig into current processes and procedures. These days are invaluable in helping us identify next steps. Our Needs Assessments are incredibly thorough. They provide you with a ‘soup to nuts’ analysis of your firm. We focus on ten key areas: vision, infrastructure/culture, building, intake, case management, accounting, human resources, client relations, reporting, and accountability.

Before our team even steps foot in your office, we gather as much information about your firm as we can. This starts with confidential questionnaires to your team members and firm owner(s). Those surveys provide you and your team with a sounding board to provide candid information without concern. The surveys also allow the Vista team to become intimately familiar with your culture, team, and dynamics and know before we go which areas may be hot button issues we need to investigate further. Think of it as the paperwork you complete before your medical exam!

Once we’ve met your team and gotten to know the “now,” we provide you with a comprehensive report for the future, in other words: the diagnosis and treatment plan! Our findings and report might sting a little. In fact, they should. Our work is inherently critical. We are looking for the holes and areas for improvement. It is our mission to give our clients honest, direct, and practical advice that will enable them to reach the firm’s goals. We will tell you the things you’re doing right, of course, but you brought us on board to communicate what we think you can do better and to work with you to initiate an improvement process. We often find ourselves in established, respected law firms with thriving case loads and dedicated team members. However, we are confident that our suggestions and recommendations, if implemented, will put your firm in an even better position to achieve its full potential. Real talk – you don’t know what you don’t know! And we won’t be shy about telling you.


The report you receive after a Needs Assessment will be custom to your firm, will dig into the areas we investigated on site, and will conclude with a prioritized list of action items to address and alleviate the firm’s pain points. Essentially, now that you know what’s wrong, we’ll give you the prescription to fix it! We focus on no-nonsense, attainable goals like standardization of processes. We strongly believe that standardization enables scalability. Part of Vista Consulting Team’s charge is to help you build a foundation that can withstand employee turnover, long vacations or illnesses, and other disruptors. The key is that your firm be run in a standardized manner with tried and true systems at the core of workflow. When firms are people dependent and rely on any one individual’s knowledge, they are simply too vulnerable. 

The report is yours, and what you do with it is entirely up to you. Our aim is to cultivate meaningful relationships with our clients. If you choose to have us work with you on the implementation of our recommendations, you’ll find that we are truly your accountability partner helping to initiate and further your law firm’s progress and growth. Your consultant becomes a part of your firm, acting as coach and mentor. We help your team take the next steps into growth and accountability.

“… They have also worked with us in ways to improve how many new cases we sign-up – they constantly are coaching us in ways we can do things better in that regard. In our weekly meetings we go over our new case sign-ups, our demand times and various other statistics and topics. They hold us accountable to ourselves… I could go on & on – our accounting department was also restructured based much on their recommendations. And, Vista also researched and found a new CPA firm for me which actually keeps up on telling me what needs to be done instead of just keeping things as the status quo.”

“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.”

“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.”

“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.”

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