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Intake Services

Intake is truly the lifeblood of your plaintiff law firm. Our objective is to help your intake department operate efficiently and effectively. Vista’s intake assessment and improvement service adds great value to your firm and provides peace of mind knowing that leads are being monitored and a constant search for quality improvement is in place. We’ve developed a proprietary process that helps intake departments attain unparalleled levels of excellence.

REVIEW THE CLIENT EXPERIENCE CYCLE.

First impressions happen the moment your intake team answers the phone. Whether you take the case or not, every caller should feel heard and supported. Providing world-class client service on every call helps increase brand value and positions your firm to be their first call if a legal need ever arises.
Intake workflow analysis

INTAKE WORKFLOW ANALYSIS.

Intake is a deceptively complex process with many moving parts and many opportunities for it to go wrong. We help you identify and counter pain points by applying industry best practices. This, coupled with establishing written systems and processes, will aid in operational consistency.

CALL AUDITING.

Listening to call recordings is a great tool for improving call quality. By providing feedback to your team on their performance and offering training and coaching techniques, they will feel confident on every call.
Man viewing Vista's metric reporting on an iPad

KEY METRICS AND REPORTS.

Collecting data about leads, conversions, chasing, and sign-ups is vital. Once collected, we will interpret the data with you, then identify ways to bridge the gap of where you are and where you want to be. We’ll also take a high-level look with you to foster a strategic understanding of your data and its impact on your firm.

Our Services

Needs
Assessments
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Ongoing
Consulting Work
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Intake
Services
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Strategic
Planning
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Fractional
CFO
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Talent
Acquisition
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Succession
Planning
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Mergers &
Acquisitions
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