


Smarter Intake, Clearer Financials, and Operational Discipline for Sustainable Growth
Your law firm’s growth is only as strong as the systems behind it.
Marketing might drive leads. Legal talent might win cases.
But if your intake process is leaking leads, your case management systems are inefficient, and your accounting lacks clarity…your growth is capped
In this exclusive behind-the-scenes session, we’ll be joined by the Vista Consulting Team, where they’ll reveal how plaintiff law firms can unlock performance gains by optimizing their operations from the inside out.
Join Us for a Candid Conversation About What’s Really Holding Law Firm’s Back:
LegalFenix Founder Ron Latz will be joined by two of Vista’s most experienced leaders:
Mary Ellen Murrah, Chief Strategy and Marketing Officer and Tim McKey, Owner, Shareholder, and veteran consultant to some of the country’s fastest-growing firms.
This is not a theory-driven webinar. You’ll hear real talk from experts who’ve been inside hundreds of firms, know where the breakdowns occur, and, most importantly, how to fix them.
What We’ll Cover:
Why most firms struggle with intake and how to fix it
- The hidden costs of disorganized intake
- What ‘good’ intake really looks like
- The systems and training that separate top-performing firms
Optimizing case management for efficiency and better outcomes
- How client communication directly affects case value
- Creating scalable workflows across pre-lit and litigation teams
- Building accountability into every case handoff
Understanding plaintiff-side law firm accounting
- The accounting principles that most PI firms get wrong
- What metrics matter (and which ones don’t)
- Using financial clarity to drive smarter decisions
What growth-ready firms do differently
- How Vista evaluates law firms across 10 key areas
- The accountability structure that drives real change
- Why templates and best practices aren’t enough and why you need buy-in and execution
Who Should Attend?
- Law firm owners looking to scale operations
- COOs, firm admins, and intake directors tasked with improving internal systems
- Firms experiencing growth challenges despite strong marketing or talent
- Anyone looking to transform intake, improve financial clarity, or enhance the client experience
Why Attend?
This isn’t about theory or fluff. This is about the practice systems that drive real growth. If you’ve ever said, “we know what to do, we just haven’t done it,” this conversation is for you.
Come learn what these professionals see everyday in their engagements and what you can start doing differently the moment the session ends
Register Here
Don’t Wait—Reserve Your Spot Now!
"*" indicates required fields

Subscribe to Our Newsletter
Weekly actionable legal marketing insights, curated to help your law firm grow
and safeguard its marketing investments.