Characteristics of Top Performing Plaintiff Law Firms: Enhancing Client Experience and Case Management

Tim Mckey | Vista Consulting Team

Tim co-founded Vista Consulting in 2009, along with his partner Chad Dudley. Vista’s aim was to help plaintiff law firms reach their full potential. In December 2017, Tim acquired Chad’s interest in Vista. Tim and Chad remain very close friends to this day! Tim has decades of CPA experience with local, regional, and national CPA firms. However, it is through Tim’s prior consulting practice that he found his passion. He has worked with many business owners, assisting them with defining and attaining success in their business and personal lives. Developing a management philosophy with business owners along with the associated systems and processes that assist in delivering outstanding management to Vista’s client teams is Tim’s forté.

Tim’s experience and interest allow him to assist Vista clients with developing a realistic vision of their firm into the future, creating a strategic plan to achieve that vision while working with firm owners in designing their desired lifestyle. From a technical standpoint, Tim assists Vista clients in reviewing firm tax entity structure, accounting systems analysis, and financial reporting.

Additionally, Tim is the managing partner of The McKey Business Group (MBG) CPAs. MBG is a small consulting CPA firm located in Baton Rouge, Louisiana. The firm only works for select businesses, providing consulting services (building the roadmap for the future), as well as traditional CPA products and services.

When working with Tim, there usually are “light bulb” moments…he calls them BFOs (a Blinding Flash of the Obvious). Sometimes, he says, business is just not that complicated. Tim’s ability to mentor successful businesspersons gently push them to new levels of thinking, while providing creative perspectives, contributes to Vista clients’ success, as well as Vista’s success.

Tim’s strategic vision for Vista has made a great contribution toward developing a team of consultants who take a comprehensive approach to working with their clients. Identifying and solving operational issues is not the only goal…enhanced profitability and having fun doing it is real success. Personally, Tim has 2 daughters, Sarah and Caroline, 4 granddaughters, Mary Grayson (MG), Ryleigh, Kate and Kenzie, 1 grandson, Timothy, and 1 wife, Jodi. A self-proclaimed business nerd, Tim enjoys reading, pondering and discussing future business trends, models, and disruptive change, tennis, exercise, and the pursuit of the “abundant life.”

Stephanie Demont | Vista Consulting Team

Stephanie, a seasoned Operations Consultant, became an integral part of the Vista Team in 2009. Her joining marked a significant milestone in our history, as she was the first consultant we ever hired. With her, Stephanie brought a wealth of knowledge and experience in management and operational excellence, honed from an impressive career spanning multiple industries and roles.

Admitted to practice law in Connecticut, New York, and Tennessee, Stephanie combines her legal expertise with her operational acumen to provide holistic solutions to our clients. She is an innovative thinker, able to tailor tried-and true solutions to specific circumstances faced by clients. It’s this ability to customize strategies that sets Stephanie apart.

Before joining Vista, Stephanie spent twelve productive years working in and managing remote teams in insurance claims departments, where she honed leadership skills and developed a keen understanding of the intricacies of legal processes and procedures. This was followed by five pivotal years serving as the Chief Operations Officer at a large, multi-office, northeast personal injury firm. These experiences equipped Stephanie with a unique perspective and invaluable insights into the workings of law firms, making her an asset to our team and our clients.

Stephanie has a particular talent for supporting COOs and Office Managers in challenging situations. Her polished coaching techniques and decision-making guidance have proven invaluable to clients navigating complex operational issues. She not only identifies problems but also empowers clients with the tools and knowledge to solve them.

Her meticulous nature, coupled with her strong communication skills, make her an effective partner for key client personnel. Stephanie excels in delivering systems and accountability measures that drive results. She works alongside clients, fostering partnerships based on mutual respect and shared goals. Clients frequently commend Stephanie’s thorough approach, her ability to simplify complicated processes, and her commitment to achieving operational excellence.

Stephanie is a true strategic partner, guiding clients on their journey toward operational efficiency and success. With Stephanie on your team, you’re not just getting an expert consultant; you’re gaining a dedicated ally committed to your firm’s growth and prosperity.

When she’s not busy consulting, you can find Stephanie working in the garden alongside her beloved golden doodle, Lacey. She enjoys spending time with friends and family as well as taking on home improvement projects and outdoor sports / activities.

I. 4 ways to grow a plaintiff law firm | 1:00pm – 2:00pm

• What the top-performing firms in the country are doing to serve their clients more efficiently and effectively
• From vision/firm direction to wowing clients… a step-by-step guide
•  The (not so) secret of assuring performance… ACCOUNTABILITY!
• Always analyzing, measuring, and observing results

Break | 2:00pm – 2:10pm

II. Effective use of a case management system | 2:10pm – 2:40pm

• Accountability for team members
• Tools, training, and expectations
• A system to attain macro data and how to use the data collected to coach your team

III. Client experience system to optimize case management | 2:40pm – 3:10pm

• How to wow your clients
• Evaluating systems and processes to enhance the client experience