The Cost of Getting Intake Wrong

Price: FREE

Duration: 45 minutes

Wednesday, October 14, 2020 at 11 AM CST


Maximum Knowledge Delivered by the Personal Injury Experts

The education you need.  Delivered by the team you trust.

Deadline to register for in-person attendance is

October 16th!

November 18, 19, 20

In-person in Las Vegas or...

Live stream to your entire firm



Registration for in-person attendance ends on OCTOBER 16th.

Seating is limited. Don’t delay!




The next TEN firms who register for in-person attendance will receive:

A FREE, one on one, 30-minute consultation

for your Managing Partner or COO with Tim McKey, CEO of Vista, to discuss anything you need to help your firm move in the right direction.

* This session will take place in December 2020 or January 2021.

3 intense days of powerful content to give your firm the edge over your competition. Leave armed with the skills and knowledge to land every lead you want, effectively manage and maximize value on your cases, and work more cohesively as a team.

Attend in-person OR stream it live to your entire firm.

Registration for in-person attendance ends on October 16th!

Year after year, your goals stay the same. You’re always looking to:


  • Convert more wanted intakes

  • Move cases efficiently through the system 

  • Maximize the value of your cases

  • Ensure consistent success for new hires

  • Break through firm bottlenecks and misalignment

  • Achieve next level success


But you still feel like you’re missing the mark. You’ve tried different programs and techniques, but your goals remain out of reach.

Hear Vista CEO Tim McKey explain how the most successful firms achieve their business goals year after year.


Vista has seen talented lawyers, caring case managers, and well-intentioned firms fail to reach their growth goals. Successful law firms know the secret to growth: 

  • Airtight Intake Procedures

  • Exceptional Case Management

  • Thoughtful Leadership

Judge's Table

Gain the skills and knowledge to land every lead you want, effectively manage and maximize value on your cases, and work more cohesively as a team.


Attend in-person or watch from anywhere!

Three Days Full of Unmatched Education from the People You Trust

Day 1



Wednesday, November 18, 2020

Intake is where success starts, or where it all falls apart. We believe it is truly the lifeblood of a firm. Learn what really matters most, how to capture the cases you want and need, how to pass on cases the right way, and how to increase your caseload with higher-value, right-fit cases. 

Day 2

Case Management Bootcamp

Thursday, November 19, 2020

Learn the secrets of ultra-effective Case Managers. With the focus on efficiently managing tasks, you’ll build a case management roadmap to drive results and elevate the client experience. We will teach you how to reduce delays, increase accountability, and ultimately build a lifelong referral source!

Day 3

Leadership | Human Resources Academy

Friday, November 20, 2020

Learn how much ground HumanResources covers as we dive into everything from compliance issues to establishing trust with your team. Our Leadership section will uncover powerful and practical “how-to” techniques and strategies to increase each team member's performance and make managers more effective. 

See what these 3 days are about

For nearly a decade, Vista schools have addressed a variety of top plaintiff law firm pain points and focused on specific aspects of running your law firm, like:​

Protecting and mining good data

Onboarding new team members

Crafting intake scripts that convert

Stellar internal marketing processes

Dealing with difficult or needy clients

Creating high-performance teams

... and so much more!

Each session is followed by a spirited round table discussion where both in-person and streaming attendees leave with plenty of actionable items and best practices. Join Vista and your plaintiff personal injury law firm peers from around the country. You’ll leave with powerful resources, actionable tools, and new friends and colleagues.

The more team members you register, the deeper the discount!

Attend live in-person OR stream it live to your entire firm!

What's the Payoff?


and Expertise

Gain the collective knowledge and expertise of the Vista team and its vast client base.

Key Metrics

Learn the key metrics you should be tracking but probably aren’t.

Trends and Strategies

Stay current on the latest law firm trends and strategies.

Conquered Obstacles

Hear how other firms have conquered the same obstacles you’re facing now.


The Industry Raves about Vista Schools

“If someone was on the fence about Vista, I would say, give it one conference, and you'll be convinced.”

Kelly Powers

Uvalle Law Firm

Dallas, TX

I have been working with Tim McKey and the folks at Vista Consulting Team for many years. From attending their conferences to hiring them for a comprehensive firm review, I attribute much of the success of the firm to the techniques they share.”

Michael McCready

McCready, Garcia & Leet

Chicago, IL

“You should definitely attend. From the information we obtained from the intake boot camp and case management boot camp, we realized that we need to have written procedures, we need to train on those written procedures, and we need to track those written procedures.” 

Shirley Kelly

William Mattar Law Offices

Williamsville, NY

We’re going to be able to get more cases, we are going to be able to flow through the process more, and we're going to have more money that ultimately is going to surpass what we paid for boot camp.” 

Madison Metro

Commonwealth Law Group

Richmond, VA

The more team members you register, the deeper the discount!

Attend live in-person OR stream it live to your entire firm!

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Special Bonus

Register before September 11th and

receive an exclusive invitation

to a one-hour webinar where the entire Vista team will answer all of your burning questions LIVE. This event is for executive team members, partners, and team managers only with an eye towards high-level operations issues. You don’t want to miss this opportunity!

The Vista Schools Iron-Clad Guarantee

We believe the Vista schools experience will exceed your expectations. To show you how serious we are, our schools are backed by a 100% guarantee. If you are not delighted with the Vista schools, rest assured we will refund the price.*

*This refund is for your event registration cost. It does not include travel or hotel accommodations.

The more team members you register, the deeper the discount!

Attend live in-person OR stream it live to your entire firm!

Clapping Audience

The strongest personal injury instructor lineup

Vista has more than a century’s worth of combined experience in the legal field. We are comprised of attorneys, CPAs, former company presidents, and generally tough and experienced businesspeople.


Vista Operations Consultant Amanda Hankins brings a rich depth of “boots on the ground” large law firm experience and a true passion for driving results by using client-focused techniques.


Vista Operations Consultant Terri Houchin provides real-world experience in personal injury law firms both large and small and has a true passion for helping firms meet growth goals.


Vista Management Consultant, Leadership Coach, Radio Host, and author Maurice Velasquez boasts decades of experience realigning and strengthening organizations and teams.


Vista Consultant and Programmer Ryan LaRoque has more than a decade of experience working in various finance and accounting roles, and his strong background in IT uniquely qualifies him to build sophisticated client dashboards.


Vista Operations Consultant Stephanie Demont Mastroni, an attorney and former law firm COO, delivers a no-nonsense, data driven approach to law firm challenges and brings sophisticated, effective coaching techniques to managers and leadership.

Mary Ellen

Vista Operations Consultant Mary Ellen Murrah brings a wealth of legal industry knowledge, practical experience running a successful business, and a deep Human Resources and Operations background.


Vista Operations Consultant Pam Travis has an in-depth understanding of data integrity from her years working in and with countless law firms to establish best practices for their case management.


Day 1



Wednesday, November 18, 2020

Morning Sessions (8:30-10:30 AM)

  • Intake Terminology

  • Intake Flow Chart

  • Intake Screening

  • Chase Leads - Drip Campaign

Mid-Day & Lunch Sessions (11-1:30PM)

  • Sign-up Process

  • Referred Out and Projecting Leads

  • Training and Coaching

Afternoon Sessions (2-4:30 PM)

  • Collecting and Measuring Data

  • Intake and Case Management Team Transition

Day 2

Case Management 


Thursday, November 19, 2020

  • Setting Client Expectations

  • Data Integrity and Reporting

  • Medical Treatment Coordination and Client Journaling

  • Client Contact and File Review Cycles

  • Record Requests, Reductions and Lien Resolution

  • Workflow Efficiencies for Each Case Phase

  • Internal Marketing Referrals

  • PRe-Litigation to Litigation Transition

Day 3

Leadership | HR Academy

Friday, November 20, 2020

  • Managing High Performance Remote/Hybrid Teams

  • Building and Effective Recruiting Process to Attract and Hire the Ideal Candidates

  • Stellar Onboarding

Mid-Day & Lunch Sessions (11-1:30PM)

  • The Anatomy of a Background Check

  • The 5 Characteristics of Ideal Candidates

Afternoon Sessions (2-4:30 PM)

  • HR in the News

  • Vista HR Online Resources

  • (Management in the Movies Series)

All times are Pacific Standard Time

Morning Sessions (8:30-10:30 AM)

Mid-Day & Lunch Sessions (11-1:30PM)

Afternoon Sessions (2-4:30 PM)

Morning Sessions (8:30-10:30 AM)

The more team members you register, the deeper the discount!

Attend live in-person OR stream it live to your entire firm!

2 Ways to Attend

Option 1

Attend in-person in Las Vegas

The Beautiful Waldorf Astoria Hotel

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  • Amazing networking opportunities

  • Face time with industry experts

  • Uninterrupted, distraction-free time for focused learning

  • Unwind with your peers

  • Experience fabulous Las Vegas

Option 2

Attend by live-streaming

Access for your entire firm

  • Flexible viewing options

  • Access to recordings 30 days post-event for additional self-paced learning

  • Participate in round table sessions remotely

  • Avoid travel days

  • Learn in complete comfort

  • One low price for your entire firm

The more team members you register, the deeper the discount!

Attend live in-person OR stream it live to your entire firm!

Frequently Asked Questions

Who from my firm should attend the Vista schools?

The Vista schools provide such a wealth of content and action steps that there is value in any team member attending! We highly recommend that your Director of Operations (or COO) attends along with any team leads who oversee intake, case management, and HR. Your “boots on the ground” team members will find value in many of our presentations. We also recommend at least one partner attend.

If I’ve attended Vista schools in the past, is there benefit to me attending again?

Most definitely! The Vista Team is constantly improving, tracking industry trends, and keeping up with best practices. We add relevant and timely content year after year, and we continuously dive deeper into subjects with new insight, strategies, and industry changes. 2020 has been, to say the least, a little different. We’ve seen management styles pivot as firms deal with remote workers, we’ve seen intakes take a dive in some cases, and we’ve seen case management needs increase as clients have more time to check on their case. Our schools change and adapt to ensure you receive the most up to date content. They truly get better and better every year!

If I’m a current or previous Vista client, should I still come to the schools?

Absolutely! As a Vista client, you already know the incredible value and insight our team brings to your firm. The Vista schools add another layer of perspective, as we address the plaintiff law industry as a whole. We dig deeper into the issues every firm faces. The knowledge you gain at the schools will help us with any current, firm-specific projects. Too, you get access to the collective knowledge in the room. You’ll be able to learn from the experiences of other firms in the room and online, many of whom have also worked with Vista in the past in some capacity. Being among like-minded firms who see the value in constantly growing and learning is always a plus.

What qualifications does the Vista instructor team have?

Every Vista team member has significant years of experience and mastery in their respective fields. Some are attorneys. Others are former intake managers. Some have run their own firms and companies. ALL of them are consummate business professionals who feel passionately about self improvement and lifelong learning. Each works closely with firms across the country and is able to spot trends, concerns, and best practices. We feel we have the ultimate lineup of industry professionals.

Will you address firm specific questions during the event from both in-person and live streaming attendees?

Yes. Each session is highly interactive and engaging, and we foster participation from everyone attending. We take and answer questions throughout the sessions and we end each session with “open mic” Q&A time. Our streaming attendees will be able to submit questions online. We will answer as many questions as possible during each session, but we also attempt to adhere to our agenda. If there are questions we don’t get to during our sessions, we will make time to answer them directly with the participant after the event. For our in-person attendees, you are welcome to ask firm-specific questions of our Vista team members during breaks as well.

Has Vista ever hosted streaming events in the past?

Yes. In June 2020, Vista presented our Annual Conference virtually. We hosted more than 350 people from all over the country across two separate online platforms simultaneously. For our Vista schools, we have doubled our investment in technology to ensure your streaming experience is seamless. You can expect the same caliber of content whether you attend in-person or streaming.

Do I have to attend or can I just get the slides for my team?

If you can not attend in-person, we encourage you to attend via streaming so you can also have a “front-seat” experience. Much of the value comes in the presentation by our experienced team and the interaction of our in-person and streaming attendees.

If I have questions about content after the schools are over, can I reach out to Vista?

Yes, Vista is truly your one-stop-shop for all law firm business related questions and resources. We offer quality content and frequent opportunities to expand your knowledge.

Will you be providing the recording of the schools?

Yes. Every firm that registers to the live streaming will be given access to the recordings for 30 days after the end of the schools. Shortly after the end of the schools, we will send the access information to the person who registered the firm. The recordings will be available to everyone in your firm to watch and use for self-paced learning and focused team development.

How quickly does registration fill up for the schools?

Vista schools are a historically popular event. Many firms return year after year, and our registration fills up quickly. We recommend you register soon. That’s why we are offering an Early Bird Special to encourage you to secure your spots as soon as possible (5% off your total if you register by September 11). Please note that only 1 discount offering can be redeemed.

How will Vista be addressing COVID-19 concerns?

Vista puts the health of our team members and attendees above everything else. Our in-person attendance seating is limited, and we will be following the CDC guidelines for social distancing throughout all our sessions and activities. Registration for in-person attendance will close on October 16th to allow us ample time to prepare. If guidelines change and we are unable to host the event in-person, we will contact you immediately to discuss your options. Please note that Vista is not responsible for expenses such as travel or lodging cancellations or similar expenses.

Does this event qualify for CLE credits?

Many past attendees have submitted our detailed agendas to their state bar and received CLE credit. We encourage all attendees to do the same.

The more team members you register, the deeper the discount!

Attend live in-person OR stream it live to your entire firm!

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Our History

Tim Mckey has worked with many partners and business owners, assisting them with defining and attaining success in their firms and personal lives. Developing a management philosophy with partners and delivering outstanding management to Vista’s clients by shoring up systems and processes is Tim’s forté. With the aim of helping more personal injury law firms optimize their operations with a data driven approach, Tim co-founded the Vista Consulting Team.


Vista has more than a century’s worth of combined experience in the legal field. We’ve worked with hundreds of law firms across the country. Our passion drives us, and we continuously set the bar for law firm consulting excellence. Occasionally we’re asked about our competition. Honestly, we don’t have any. No consulting firm knows this industry better than we do. Why? Because we focus exclusively on the unique and evolving personal injury legal industry.

The more team members you register, the deeper the discount!

Attend live in-person OR stream it live to your entire firm!


Waldorf Astoria Las Vegas

November 18, 2020 – November 20, 2020

Waldorf Astoria Las Vegas
3752 Las Vegas Boulevard South
Las Vegas, NV 89158, US

Reservations by Phone: (702) 590-8888
Group Code: GVISTA

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We know you have other choices when it comes to gaining knowledge and insight for operations optimization, law firm processes, and intake best practices. We’re confident that the Vista schools experience is simply unparalleled. We’ve been inside hundreds of personal injury law firms across the USA and Canada. We understand what you’re up against, and our schools have been developed with a keen focus on delivering the actionable education you need. Register today to commit to your firm’s transformation!

The more team members you register, the deeper the discount!

Attend live in-person OR stream it live to your entire firm!

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