Most law firms think growth is about more cases, but Rob Levine proves it’s about smarter systems, stronger teams, and the right technology. Listen as we discuss Rob’s incredible path from police officer and EMT to running one of the largest PI firms in the country. You’ll hear how masterminds keep him accountable, why a training academy changed his hiring, and how partnering with Faster Outcomes is reshaping AI in the legal space. Rob also reveals how automating medical record retrieval and building systems around intake can unlock profitability most lawyers miss.

This episode is packed with practical ideas for building a law firm that scales with discipline. Whether you want better intake, stronger case values, or the confidence to step into real leadership, Rob’s insights will help you rethink what’s possible.

Key Topics

00:56 – Why masterminds accelerate growth and how surrounding yourself with the right peers shortens the learning curve.

06:07 – The two foundations every firm owner needs—running lean and creating a written plan that guides real decisions.

10:20 – How to structure masterminds with hot seats, peer accountability, and breakout groups so you solve the right problems faster.

13:01 – The surprising ways to test your intake, chase leads, and recover cases that would otherwise slip away.

16:12 – How building a training academy and certification program transformed hiring, reduced turnover, and raised the talent bar.

21:56 – A new approach to medical record retrieval that saves hours of staff time and feeds directly into your CMS.

24:20 – Where AI tools for intake fall short today, and how Rob is shifting focus toward AI that improves cases at the earliest stage.

29:08 – Why improving case value through better investigation and medical workups matters more than chasing volume.

34:12 – The balance between brand and performance marketing, and how short-form video fits into a modern strategy.

37:33 – The personal habits that keep leadership energy high—fitness, nutrition, and staying in your lane.

38:50 – What Rob took from Good to Great and how the “flywheel” concept guides his leadership decisions.

44:56 – A look at the newest tech Rob is testing, including billboard creative preview tools, and how he experiments before rolling them out.

Resources Mentioned

Books

• Good to Great by Jim Collins - https://a.co/d/6mtcjB1
• 
  

Technology / Apps

• Faster Outcomes - https://fasteroutcomes.com/ 
• Whisper Speech-to-Text (iOS/macOS) - https://apps.apple.com/us/app/whisper-speech-to-text/id6445964986 
• Drive Your Art- https://driveyourart.com/
• 
  

Podcasts / Masterminds / Blogs

• Seven Figure Agency - https://sevenfigureagency.com/ 
• Legal Keys Podcast - https://podcasts.apple.com/us/podcast/legal-keys-unlocking-time-revenue-and-results/id1791766239 

About our Guest:

Rob Levine is a distinguished attorney, entrepreneur, and philanthropist best known as the founder of Rob Levine & Associates, a firm with over 25 years of experience advocating for personal injury, social security disability, and veterans’ disability clients. Known as “The Heavy Hitter®,” he has built a trusted reputation for delivering results and pursuing justice for the injured and disabled across Rhode Island, Massachusetts, and Connecticut, while handling disability cases nationwide. Beyond his law practice, Rob launched Rob Levine Legal Solutions, a support company that helps personal injury firms scale through services like medical record retrieval, international staffing and training, and growth-focused mastermind consulting.

A retired police officer, military police veteran, and paramedic, Rob’s impact extends far beyond the courtroom. Through the Rob Levine Gives Back program, he donates hundreds of Thanksgiving dinners, provides thousands of backpacks to children during his Family Fun Fest, and offers free Uber rides on holidays. In every pursuit—legal, entrepreneurial, and charitable—Rob brings relentless energy and commitment, helping clients, law firms, and communities thrive.

https://roblevinelegalsolutions.com/

info@roblevinelegalsolutions.com 

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules,  a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon.  He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

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What's some advice that you would give

folks, maybe in your position when you graduated law school,

like, what are some of the things that are the building

blocks of success?

So if I had to give two pieces of advice, the first

would be, live, lean, right? People tend to spend a lot of

money. They become lawyers. They buy expensive cars, they have

expensive habits, they buy expensive houses. And then you

don't have the cash to really grow your business. You want to

grow a business, it takes cash. There's no question, right? And

the second is, have a plan, having the mastermind group, and

having talked to a lot of different law firms, people come

to us for consulting and members in the mastermind group. There's

so many lawyers that just don't have a written plan, and if you

don't have a plan, it's very hard to succeed.

Well, good morning, good afternoon, good

evening. Welcome to the 10 golden rules of internet

marketing for law firms. Podcast got an awesome guest today, Rob

Levine. We'll get to rob in two seconds for our regular

listeners. You know, I always throw a quick ad in at the

start, and today it's for tgr live or live event. We just had

a great meeting this morning planning the cocktail party and

the welcome party. And we do this event every year, and it's

going to be at the opal grand again, in Delray Beach, Florida.

It's awesome. It's right in on the Ave. It's called Atlantic

Avenue, right at Atlantic Ave in the beach. Great location,

awesome event. Awesome speakers, Rob, hopefully you can be a part

of tgr live. 2026, March, 16 and 17th. Look for information on 10

golden rules. And with that, Rob, welcome to the 10 golden

rules podcast. Thanks for having me, Jay. I appreciate it. It's

great to be here. So the reason I'm so excited is we have a

number of folks who are really prominent in the legal industry,

but Rob, Rob checks a lot of boxes. He's got a great law firm

practicing in four states and nationally on the social

security disability and the veterans disability stuff. He's

also got a mastermind and he's got a medical records retrieval

business, and he's got a brand new business that he's going to

tell us about. Rob first, why don't you just tell us a little

bit about your journey and how you got to where you are today?

So that's an interesting story. My journey is

a little different than probably most of my friends that are

lawyers. I started really with community service, volunteering

on a rescue squad, 16 years old. Back then they had something

called Five point, which was like advanced first aid and a

number of other courses. And then I became an EMT when I was

17, and I loved it. So, right, helping others was just in my

blood. Then I became a military police officer in the National

Guard. Went to college for criminal justice, and then I

became a police officer. So I was a police officer in Rhode

Island for seven years before I had really a catastrophic

accident that injured my back, and I had to retire after seven

years. And then I started practicing law after that, so my

start was definitely not on the road to be a plaintiff's lawyer.

I want to say I'm sorry, because obviously the

accent was terrible, but I think it was a moment in your life

that took you in a direction that has been a big win in other

ways, right

100% I mean, you play the cards you're dealt

right and make the best of it. You never know when you wake up

every day what you're going to be facing. So, yeah, it

definitely changed what I expected to be doing with my

life. Michael was really be a Fed, which is why I started law

school in the first place, like FBI or something like that, and

go from law enforcement into that, and instead I went into

practicing law.

So how did you work for another firm at first?

Or did you

no at that point in my life? I think I had enough

with having bosses after military service and being a

cop, I decided to do my own thing. So I actually was going

to open a law firm with a guy named Anthony Gemma. So if

you're from Rhode Island, that's gem plumbing. So they owned a

plumbing and heating company about 50 guys, and they were

doing about 5 million a year when I started. And so Anthony

and I were supposed to open a law firm. And like the week

before, we had our space picked out everything ready to go. His

brothers, large family. He was the youngest of nine, really put

pressure on him to come work for the family business. They wanted

him to help them grow it and scale it, and, you know, bring

him in. And so he convinced them to not only hire him, but to

hire me. And so the deal was that I could run a law firm and

do all of their accounts receivable work, real estate

acquisitions and legal work. And so I had really two full time

jobs. I was on the executive board for that plumbing and

heating company. Our goal was to scale them, which over the next

seven years, we grew them to about 300 guys and about 40

million a year, so quite a bit of growth right in that seven

year period. And we bought a dinner at a movie theater. We

bought 300 units of real estate. We grew the plumbing company. It

was an amazing ride. And then simultaneously, I grew the law

firm. And so we outgrew each other, like at one, at seven

years I basically said, Look, I'm barely working for the

plumbing company. The law firm is getting bigger. We need to

unwind. And Anthony had a choice. He could either stay

with his brothers or come with me. So he decided to stay at the

plumbing company, and I took off with the law firm on my own.

That's great, but you've had tremendous success

with the law firm. I think you said when we were just chatting

before, 262 70 people, you know, what's some advice that you

would give folks, maybe in your position when you graduated law

school, like, what are some of the things that are the building

blocks of success?

So if I had to give two pieces of advice, the first

would be, live, lean, right? People tend to spend a lot of

money. They become lawyers. They buy expensive cars, they have

expensive habits, they buy expensive houses. And then you

don't have the cash to really grow your business. You want to

grow a business, it takes cash. There's no question, right? And

the second is, have a plan, having the mastermind group, and

having talked to a lot of different law firms, people come

to us for consulting and members in the mastermind group. There's

so many lawyers that just don't have a written plan, and if you

don't have a plan, it's very hard to succeed.

Yeah, amen to that. And maybe we can talk a

little bit about the mastermind I'm a big fan. We've actually

done entire webinars on the masterminds and masterminding.

I'm in a agency, mastermind, digital agencies or advertising

agencies, and most of us, if not all of us, pick one niche. So we

are Internet Marketing for law firms, and I have learned so

much from my other mastermind members and the coaches, and

it's been instrumental to tripling, or probably now

quadrupling or the size of our business. That's awesome. It

just made life easier, because any question I have, I can ask

the mastermind right on one of the coaches, and particularly

when we were when we first moved into the legal niche, about six

or seven years ago. So talk to me a little bit about the

mastermind, and what are some of the benefits to folks to being

in a mastermind

I personally joined probably I've been a lawyer for

25 years, and I probably joined my first mastermind group at

least 18 years ago, maybe even 20 years ago. And so I quickly

learned, right? So, if you're going to open up a hamburger

shop, buy a McDonald's franchise, right? Like, why

recreate the wheel from scratch? Have somebody teach you that

already knows. And so I was very, very lucky. So I was

friends with a guy named Paul Harding from Martin Harding

mazzati. Now it's Harding and mazatti, and they own a large

firm up in New York, and we were friends. And he got me into his

mastermind group. Was definitely not a group. I probably belonged

based on size. I was tiny. He was much larger than me, but he

talked him into letting me in and said, Look, Rob's

aggressive. He's going to scale. This will be a good place for

him. And I met people like Jan dills. So Jan runs a huge law

firm that does VA practice, social security practice and a

small amount of personal injury and so that's where I got the

idea of doing social security. Originally was from Jan, and

then that's what gave us the original idea of doing VA. She

was just super helpful. And if it wasn't for meeting Paul and

meeting Jan and and many other people in in that group that

were super helpful, I probably wouldn't be where I am today,

right? So it's it would have been 10 times harder and taken

10 times longer, rather than meeting people who have all

really accomplished great things and them saying, No, you're not

sure you want to do it that way, try this. Or instead of this,

try that. And so as a conglomerate, you all help each

other, you make suggestions, you give ideas, and you work as a

team to grow together.

So a lot of the masterminds have a coach format,

and then they have, we call it a hot seat format. So typically,

you select one of the coaches, and sometimes they're even your

peers, but they'll sort of hold you accountable. And then the.

Mastermind. We do a full day of masterminding, and everybody

gets a chance to sit on the hot seat. And so you, when you go to

your mastermind, you bring a problem, and typically you might

do a five or 10 Minute setup and talk to everyone about your

business and the trajectory, and then you bring something to the

table. Like I remember I was considering hiring a

salesperson, and I got great coaching from my mastermind.

What's the format of the mastermind that you all have set

up?

Sure, so ours is not that different. So obviously I

know your mastermind. That's where we met originally. Oh,

that's right. So yours is huge, I mean, and it's interesting how

he's done a great job at breaking it down into these

tables where people sit and share, right? So, because I

don't know what it's like, must have been 100 plus people at the

meeting I went to where we met. And so

there's no secrets. It's called seven

figure agency, and if you're our small agency, I highly or a big

agency, highly recommend checking it out, and Josh Nelson

runs it. Yes, I was impressed. Big Room you were in is now up

to like, 250 people. That's amazing. And then we do a

breakout for a couple days after that, in a group called the

Titans. So basically, you mastermind at your level, and

the Titans are the seven figure, multi seven figure agencies. So

there's about 20 Titans, and it's possible masterminding at

that level

that is awesome. So our format is we meet weekly,

and so we meet weekly on a zoom call. And so two of the weeks

are breakout rooms, so there's a subject matter expert in each

one of the breakout rooms. So the standard three are, we do

intake, we do marketing, and we do operations. And so the

mastermind members can choose what room they want to go into.

And then, as people want additional things, we'll add a

room for like it cyber security, or we'll add like training and

HR. And in those two weeks every month, they're really able to

niche down and focus on whatever problems they're having and have

what you call it, a coach and expert in that room, really to

help them work on those issues. One week is really goal geared

towards, like accountability and goals. So they have a document

sheet where they can put in projections and focus on where

they want to be. And the other week is really hot topics, so

it's whatever problems anybody's having. We can discuss openly,

put people on the hot seat, ask questions, and work together.

And then twice a year, we have in person meetings like your

group, right? So we get together. Our last meeting was

in March, we met at South Beach in Florida, and our next meeting

will be in September at the International Hotel in Chicago.

So we're going to have, we bring in professional speakers. So

we're going to have a speaker there for on AI, we're going to

have a speaker there on wealth, a speaker on SEO, and a AI, the

new trends. Another speaker wants to talk about bonus

projections, a number of different ideas for law firms.

And so every six months, I ghost call law firms to see how their

intake is doing, and then we hand out report cards, and we

talk about intake as well, because huge part, obviously, of

the success of a law firm. So yeah, it's exciting. I mean,

people are growing a lot inside that group. I watch the changes

and how people are helping each other. It's really enjoyable to

see people work together, and for me to be able to give back

the same way people help me.

When you ghost call, do you have an actual

case? Like you present

a, oh, yeah, we make up. It's like a caller, like

it's the whole thing. So we do four different things. We call

during the day, during operations, we call after hours,

and then we also do two form fills. So we'll go to the

website and we'll do a FORM FILL during the day, and then we'll

do a FORM FILL after hours, so we can see how they're doing and

handling both inbound phone calls during the day and after,

and inbound form shows during the day and after. And so we

critique them on everything through the whole thing. And

just as when we're getting close to if they're going to sign us

electronically, we tell them, Oh my God, my daughter just came

in, or make some excuse, I have to go. And then we watch their

Chase process. So we see how they follow up, and we track

their Chase process, so we can report back to them and how

that's going. One of the things we do right as consultants is

definitely a number of people hire us for consulting on how to

improve their intake.

You actually create a fake name, fake number,

fake email the whole nine yards. Yeah, do you create a local

phone number? Yes, either that, or sometimes we'll just say I

was visiting from out of town, and I was visiting my friend. I

went to college with, you know, and we mix it up so they never

know. They never know where it's coming. Yes, that's fantastic.

Yeah, we. Do a service like that as well. So I always want to

sharpen the sword, yeah, so to speak, that's great. So if

someone's interested in the mastermind, where do they get

more information?

So they can go to they can set obviously, call me.

I'm always open to talking to anyone. So they can call my

cellphone, which is 401-714-1746, and they can

always email us at info, at Rob Levine, legal solutions.com,

that's awesome. Well, thank you for that.

Yeah, of course. And that's for if you want that

email address obviously works for any of the things that we're

doing, so either the record retrieval business or our

training academy and placement service outsourcing team members

into their law firm or the mastermind group,

great. So let's talk about those two areas. I'm

more interested in the training and hiring, but medical

retrieval is very important too. So we'll, we'll touch on that.

Tell me a little bit about the staffing and training business,

sure, maybe so, and a few tips for folks about hiring and

training. Yeah, of course.

So I, we've only laid off people twice in the 25

years I've been doing business, right? So the first time was in

2008 so I was running a national title and closing business, but

we were doing subprime mortgages, and so when the

subprime industry completely crashed and fell on its head in

2008 we had a very large title and closing operation, because

we were literally closing For some of the giants and doing

refinance mail aways all over the country. So it's first time

we laid off. The second was covid. And so when covid first

happened, I had no idea how long it would last. You know what was

going to be the effect. And so we laid off at the time, we were

only 100 people. So imagine, since 2020 we've gone from 100

to 260 and so we laid off about 25 people. We made deals with

all of the companies we were advertising with. We got a ton

of free advertising. Everybody bent over backwards to help us.

It was great just to see how people came together. And I

quickly realized, okay, we laid off 25 people. We don't have a

lot of new incoming cases right now, but we still have a ton of

existing cases we have to run. So we decided to go to an

agency, and we hired an agency in Colombia to get team members

to help help us at obviously, a more affordable rate than you

would pay someone in the United States. And so, pretty much like

everything else I try, I quickly decided I could probably do this

better myself than having a go between and all of these issues

that we had. And so we created companies in Colombia and Peru.

I own companies in both countries and the Philippines,

we still use an agency. We're probably going to hire create a

company this year, and then we created a training academy. So

we've always been big into training, like always, but at

the scale that we were envisioning growing it, I really

wanted to make it a professional environment. So, you know, we

really wanted to build up the credibility and value of the

academy, and so while we had great people for content, I

wanted someone who could help us structure the whole thing. So we

hired the Training and Development Manager from T

Mobile. She had been there for 13 years, and she came on board,

and she brought in a learning management system and how to

adult learn, and really helped us structure the whole program.

And she's just been amazing. And then she brought with her her

right hand, who's been AT T Mobile for 18 years, and so the

two of them really helped us take it up to the next level.

And Anna, who's been with me now for 24 years, she was the head

of personal injury training. She was running our PI division on

the paralegal side, and we made our head of training. And now

she has four more trainers onto her. So we have five full time

trainers doing pi, we have trainers doing intake, and then

we hire people in Colombia and Peru. We put them through the

academy. So to be a case manager, for example, 12 weeks

you attend the academy full time, eight eight hours a day,

five days a week. We certify you. We probably wash out 20% of

the people that we put in the academy. And then I place you

either in my law firm, obviously, or I place you in

other law firms around the country. They hire us for

placement. And yeah, it's been going fantastic.

Yeah, I love it. That's awesome. We have a very

mini version called tgru, yeah, golden rules University, and we

put our folks through it. But I haven't rolled it out to anyone

else yet. That's a great idea.

Yeah, yeah. So we do intake, we do legalist.

Instance, how we do case managers?

Yeah, as we've grown and learned the hard way,

we learned that. I guess part of it is, I used to train everyone,

or we were in an office before we became virtual and covid,

there were seven or 10 people, and we'd sit someone down and

they'd look over your shoulder, and you'd sit with them and walk

them through the training. And then since covid and we became

virtual, and we we grew, I realized we need to train

properly, because we didn't have that same over the shoulder

training, and we were having a little bit of turnover. And part

of the problem was people just, they just never got comfortable,

and we didn't get comfortable with them. And so we've built

tgru, and I follow that model a little bit. That's awesome. Love

that. And I recently introduced you to a few folks who are

looking to hire. And one of the big things everybody seems to be

saying, almost everybody's trying to hire attorneys or

paralegals or intake, or all three, definitely get in touch

with Rob. You could give your number and your contact

information again?

Sure. So it's the email address. Is info at Rob

Levine legal solutions.com, or call me directly, 401-714-1746,

or shoot me a text. I'm a great texter. I'm not not as good at

the phone. Other people check my voicemails, to be honest with

you, and then they give me the messages, but if you text me,

that's me responding to you, yeah,

and Rob was great with the referral I gave him.

And hopefully you're helping those folks hire. I think they

want to hire eight, eight legal assistants. They're growing like

crazy.

That's awesome. You have I checked them out quite a

bit. They have a great firm. They're doing a great job

growing in advertising.

Yeah, great. Now the medical records retrieval

also very important, but at a digital marketing agency, we

don't do medical so I'm I was less personally interested, but

I'm sure everyone wants to hear all about that business as well.

Sure.

So what makes us unique is that our platform

integrates with the case management system for the law

firm. So if you process mapped what it takes to collect a

single medical record, there's about 16 steps. And so the

problem with a lot of medical record retrieval companies is

you have to upload stuff into their platform, go into their

platform and put information and download information for their

platform, put stuff back into your case management system. So

it doesn't really save time and money. It's really costing you

time and money because you're doing all this work. If you hire

us out of the 16 steps, somebody only does three things. So a law

firm talks to their client, they enter the information into their

platform. So in your own case, management system, you type in

your client's information, you type in the provider's

information, who they treated with, and you drop in your HIPAA

form. That's it. You're done. My system comes in. It extracts

that information once an hour. We collect the medical records,

we then deliver the medical records into your system. We OCR

them, we compress them, and then we push them into your document

storage system, completely labeled and organized, and we

send you an email that tells you your records have been

delivered. We take the costs and expenses, we put it on your

expense tab in your case management system, and then

there's a record in your system of all the communication between

you and us. So everything that's a phone call or an email is

turned into a ticket, and then we put that either into your

activity feed or your note, depending on your case

management system, so you know exactly what the status is at

all times. And so it's really seamless, right? You never come

to my platform. You don't have access to my platform.

Everything you need is right inside your case management

system. It's been really amazing for law firms, even for

obviously, everything that we do, we start with in my law

firm, and we test it there, and then we roll it out to other

people.

Yeah, we do the same thing. The first blog, the

first podcast, the first videos were for 10 golden rules. I'm

testing AI phone answering right now, and if that goes well,

we'll roll some of that out to some of our clients. So that's a

great way to do it.

So are you using someone else's platform, the AI

phone answering system? Yeah, yeah. So is that for for

prospecting, or what are you using? Oh, just for answering

our phones. Okay, yeah, because I hear law firms talking about

using it for their call center, right for intake. My personal

opinion is it's not quite there yet, right? So agree, AI is

amazing, but it's not, in my opinion, at the point where it

can have the compassion, the empathy, the sense of humor, the

knowledge to be able to qualify that call, and really all of it

in a seamless conversation. It's just not ready.

Yeah, I agree with you. I'd project that it's

six to nine months away. Yeah, I would have said a year, but,

yeah, that's reasonable. And so that's why I'm testing it on

myself, and then we'll get to know a little bit about it, and

maybe there's at least I can speak intelligently about it.

That's how I try and get on on the cutting edge of things.

That's smart. Yeah, as a matter of fact, 10 golden rules. Golden

Rule Number 10 is called lead to trends. There you go. I came up

with that 23 years ago when I wrote the book and the

presentation the 10 golden rules of online marketing. And around

that time the pop ups came out. Yep, remember, like a law firm

would pop up over your law firm, and those got 30% click through

rate when they first came out. And it worked phenomenally for

marketing. It was intrusive. It was invasive, but it worked

right six months we hated the pop ups, like you've got three

or four of them. We told our security companies and our

internet providers, get rid of these pop ups. So that was an

example of something that got 30% click through rate at the

start, and then became like to Scrooge the internet within six

months. Now, not everything becomes a Scrooge, but when

something new comes along, I feel like you've got to

investigate it, and I do the research. Sounds like you do

too. And if it's something great, I'll roll it out to our

clients. You'll roll it out to your mastermind and obviously

experiment with your firm. 100% agree it's a great way to do. It

probably a good segue to talk about AI and we have a friend in

common, Tim Sawyer, faster outcomes. That's one of many AI

companies that we've interviewed on the podcast and featured on

our webinars and stuff. But why don't you talk a little bit

about AI and maybe faster outcomes, because I know you're

working very closely with those guys, sure.

So I've known Tim 2025 years, probably originally,

well, not originally, but I've been in Rhode Island for a long

time. When I went to college, I moved to Rhode Island, so since

college. So that's a long time for someone who's been

practicing law for 25 years, and that's where I was a police

officer. So if you add that all up, puts me in my 50s. So we've

known each other a long time, and he had a couple of different

businesses that he took to market, and I was tangentially

involved in one of them, and he's done a fantastic job. He's

highly motivated, super successful. And then he came to

me about this new business opportunity that they were

building right faster outcomes, and said they'd like to have me

involved. And so I met the owner, CEO Rishi, a super, great

guy, also had a very successful launch of a business as well,

prior to faster outcomes, and I became a partner. So I'm the

general manager of the PI division, and I'm helping them

kind of structure right the direction of the future. And so

the company's amazing, right? They just have some great

developers, great team members, great concepts. And so where AI

was three months ago, three months before that, to where it

is. It's just leaps and bounds. Constantly, when we just look at

the AI environment, it's amazing, right? The how quickly

we see everything changing and adapting.

Tell us a little bit about the product. I know

you've been consulting with them, making it better and

making it work. For pi firms, where do you see the role for

AI, and what role does faster outcomes play?

So AI today, if you look at most of the AI

companies, what law firms are using, they're having them

draft, for instance, just a demand letter, right? Or do a

medical chronology, which is fantastic. That's going to save

you time, because it'll do it faster. But if we look at the

long term vision of where we are today and where we want to be.

That's not really the goal, right? Because law firms only

make more money in one of two ways, right? They either hire

you and you help them grow their marketing, and you bring in

right, more customers and bring in more cases in the door,

right? Or they increase their average fee. They have the

cases, and they figure out how to increase the value of those

cases through proper medical management, proper

investigation, a number of factors. And so the goal of AI,

if you use it to just draft your demand you're really coming in

at the end point of a case, right? So my medical records are

done, my investigation is done, my case is really over. I take

all of this information, I give it to a machine and say, draft a

demand letter for me. But it can't say, oh, you should have

considered a T. Bi or you should have looked at this issue for

your investigation and hired a structural engineer. It's too

late. Those things are done, so the goal is to get AI involved

at the beginning of the case. So when I get my first

investigation done, I'm putting in my photos right of the scene.

I'm putting in my police report or incident report, and I'm

having AI assist me with the analysis of those facts and

telling me, based on the code, this appears not to be the code

you should look at this. You should consider this. You should

look at that. Or I'm putting in my medical records. I get my

emergency report, room report, and it says this person has a

potential TBI, send them the Philadelphia test, gold

standard, that or the read test, and we send it to the customer,

fills it out, comes back. Ai says, Yeah, clearly we need to

get this evaluated. We need a balance test, we need a vision

test, we need a hearing test, we need a neuro all of the

different things to break it down. And so we use AI going

back and forth with the records and the information and the

paralegal to really build and structure that case. So by the

time we get to the end, when we're ready to do a demand, we

have fully blown it out, fully developed it, and we're going to

get maximum dollar for that client.

I love it. What are some of the areas that

you're either using AI or starting to test in the firm,

and trying to figure out where it plays

so faster outcomes today for sure, can do your

demand letters, and it can also allow you to chat with the

medical records while it's not automated yet, from the

perspective that it's going to do everything I described, you

could do it today manually, So you could put in your records.

Let's say you have a slip and fall down the set of stairs, and

you have pictures, and you have this, and you have an

investigator, and you put that in, you could chat with our

system today, asking it your prompts and saying, Hey, tell me

this. Look at this. What do I need to know about this? Or you

put in your ambulance report and your emergency room report and

chat with our system and ask it the questions. The next

iteration of what I want to roll out is all of those questions,

what we call prompts, obviously, are pre built, so we use what we

would call an agent, right? So the agent is that smart little

bot that's in there that's been completely trained and brought

up to speed in neurology, in accident reconstruction, in

orthopedics, and so I have pre prompts built into a package. So

when something comes in, here's the status of the case. These

are the prompts you need to use, and it automatically is going to

run those prompts and then give you information the step beyond

that, which we're starting to just work on now is the

integration to the case management system. So the same

way I built the integration for records on time my medical

record retrieval company, I want the integration between AI and

your case management system, so my platform extracts the data

and then does the analysis and then can push data back into

your system. So we have bilateral communication.

That's fantastic. It's an amazing world. And the

one thing I, you know, I think everybody's heard this by now,

but if you haven't jumped in and started learning something,

you're falling behind. So

you're, you're definitely, if you haven't

started, you're already behind.

Yeah, no question, and you just got to

jump in and do some baby steps, contact, faster outcomes, or the

very least, figure out some chat GPT prompts to get started

100% and same thing, you can reach out to me, either

my cell phone again, 401-714-1746, or rob Levine at

legal solutions.com and we can get you set up with the team at

faster outcomes. My have a sales team, obviously, and they do as

well, and those guys work very closely together to help people.

Fantastic. I forget that this is called the

10 golden rules Internet Marketing for law firms podcast

sometimes. So why don't you tell us a little bit about some of

the marketing things you're doing to bring in cases and

what's working for you guys at the law firm.

Sure, we are definitely heavy traditional so

we are in the first DMA we started in, which was Rhode

Island. We're probably the number one largest television

advertiser. We're probably the largest billboard advertiser. We

just finished the sequence on radio. I don't really believe in

staying on radio all the time. We kind of come in and come out

of radio on and off. We're now in the Boston DMA, so we're on

television. Also, we just did radio there. We're on billboards

there and then, obviously digitally, right? So we do pay

per click Google AdWords. We do LSA. I think currently, we have

17 locations in between Rhode Island mass, Connecticut and now

New Hampshire, all of which have Googled my business locations

and have become a. LSA locations, we're trying to push

social more and more. So for a long time, I wasn't doing a lot

of social, but if you look at our social now, so I hired a

videographer who I get to get together with at least once or

twice a month and just shoot videos. And I have a calendar I

shoot some videos on my own. So like the Kiss Cam, the CEO and

his HR person, they got caught at the Coldplay, yeah, so I did

a quick 62nd take on that and put it out in social media. So

social media is big. We're trying to continue to grow that

presence. So yeah, we're doing trying a little of everything

everywhere.

Yeah, definitely. Social media plays a role, and

especially if you're, like, a brand advertiser, it's a great

extension of that. The only hesitation I'm sharing is, like,

on a cost per acquisition basis, you're not going to see the

return typically, with social media, it's part of your brand

messaging, right? Yeah. So this has been awesome, and we could

go on, we could have made this like two hours and spent more

time. I end every podcast with some quick, one line question

and answers. So I want to give us time for that. What are some

apps or techniques used for personal productivity?

The most recent, I think the name of the app is, is

it whisper? Thing is Whisper. And so whisper allows you to on

your desktop, basically talk to type. And so in any field where

you want to be able to enter information, you can just speak,

and it really the quality of what you're saying, and the

speed you can speak at is amazing. And the same thing on

your cell phone, you can put it on your mobile device or use it

on your desktop, that's been definitely a game changer. It's,

I mean, I can type, but I'm slow, and to be able to just

kind of dictate documents and go at that speed has been amazing.

So using it for business docs and for

everything. I use it for any briefing your assistant

or, yeah, anything, I mean, even if I'm in chat,

GPT, right? So texting in there and then taking information from

there. And if I'm using it on the faster outcomes platform,

wherever I need to be. If there's a field I can put my

cursor, I just start talking.

That's awesome. I'll check it out. Do you have a

personal wellness and fitness routine?

Yes, I'm definitely strict. I injured my back. That

was over 25 I guess, 26 years ago. So I was told I was a

police officer, and I got into a really bad car accident, and I

was in therapy for a year. And so as a result of that, three

orthopedic surgeons basically said I couldn't return to work.

And so ever since then, staying physically fit has been super

important. So I get up anywhere from 430 to 530 in the morning.

And I go to the gym pretty much every day. I lift six days a

week. I do cardio, six or seven days a week, cardio anywhere

from 30 minutes to an hour. Sometimes I ride a bike.

Sometimes I do elliptical. Ride bike outside. Yeah, I'm pretty

strict. I eat healthy. I drink probably three shakes a day.

Well, no, I probably drink two shakes a day, eat a meal, have a

protein bar. And then I eat dinner every day, but I weigh my

food. So I grill almost everything on the barbecue, no

dishes, it's clean, it's easy, it's fast and super healthy. And

then I weigh my food, weigh my carb, I weigh my proteins,

that's

awesome. Best business books.

Best business books, Good to Great. That was Kim

Collins. Really good book for me, the concept of the hedgehog

and staying in your lane. So I have ADHD times 1000 and I have

a tendency to veer out of my lane. So we didn't even talk

about it, right? So my the company drive your art, right?

So that I was telling you about, yeah, that's definitely out of

my lane. But for the most part, everything we do, like the ROB

Levine legal solutions, all of that surrounds legal, the law

firm. So I really, I try very hard to focus staying because

people ask all the time, right? I get other business offers.

Somebody has a company that they wanted me to help me with that's

in the medical field. So I'm trying to stay focused inside

that lane.

Yeah, go ahead. Give us the quick two minutes on

drive your art. So

drive your art was an idea I came up with probably

seven or eight years ago, and didn't do anything with it. And

then I was at a mastermind, actually, and one of the lawyers

there who spends a lot of money on billboards, we were talking

about how he tests his artwork. Us to decide if he likes the

design before he pays for it and hangs it. And so when you get it

from your billboard designer, it's like in a PDF format, he

prints it, tapes it to the front of his desk, goes into the

hallway and walks by his office with his iPhone and video

records it and then plays it back to see what it looks like,

and it can enlarge it. And I thought to myself, This guy's

spending seven figures on billboards, and that's the best

we have. And so we did research. I called our patent and

trademark lawyer, and I said, find for me what's out there.

And there literally was nothing out there worldwide. And so we

came up with this idea to build a platform that has two sides to

it in a virtual reality a large format. Art designer, someone

who does billboards, busses, bus shelters, cars. Can take their

artwork, upload it into our platform, put it onto a

billboard, design the environment they want. Highway

into a city, rural, urban, then change the road, uphill,

downhill, left turn, right turn, weather, sun, get in a car and

drive and your viewpoint is out the windshield. You see the

billboard coming. You can turn your head look at the Billboard,

and literally at any speed in time and distance, accurately

calculated, really see what that artwork is going to look like.

So it's was a super cool concept, and we're literally

just launching it on the other side of the platform. We

partnered with Google, SDK maps. So if you're buying one

Billboard, and you want to really see what your artwork

will look like on that billboard, your designer can put

the artwork on the Billboard itself in reality, and then zoom

in and zoom out so you can see what it would look like. Either

side can be recorded, and then your designer can send you a a

recording of it. And so that's on our web. The website is drive

your art.com, it's a SAS. It's literally just launching. We've

patented it in China, Japan, Hong Kong, all of the EU, US and

Canada. So I'm excited we'll see. I'll either be the hero or

the goat.

Drive your art.com. I love it. Yeah, that's

a little bit out of the lane, but that's definitely out of the

lane. The good thing is, you've obviously gotten to a point

where you have a management team in these different companies,

and you can take on ventures like that. Next question in our

quick one liners, yeah, you're sitting in the morning and you

just got out of the gym, and a blog podcast or YouTube comes

across your feed. What is the blog or podcast you subscribe

to? And you stop everything you'll immediately watch or

listen to,

yeah, so I'm pretty varied. So I'm definitely into

business, podcasts and blogs so on all aspects of business,

right? So I subscribe to some HR stuff, I subscribe to some

growth stuff, I subscribe to some marketing stuff, then

there's some legal things, right? So new cases that are

coming down and reading different scenarios of people

winning cases and case

law. Are there some blogs or podcasts, though,

that come to mind you could recommend to folks?

So there's Tim's podcast keys, I should have

mentioned that. Or, yeah, legal keys, there's one of your

competitors podcast they just started. So I probably should

talk about your competitors, but it's a good podcast. I've just,

literally just started it. So yeah, to be honest with you, off

the top of my head, no, I can't think of what my favorites are?

There's one that's done by baby bathwater, which is actually a

huge Business Mastermind group, so I read their articles of

Jennifer, what's her last name? She has an awesome blog that I

read. So, yeah, there's a lot of different people's blogs.

Great. Who's your NFL or sports team?

So growing up, I grew up in New Jersey, and so

obviously it was Yankees and for baseball and Giants, oddly

enough. But then when I moved to Rhode Island, I was there for a

long time, and it was fun to convert to the Red Sox, so I

could fight with my parents Red Sox, yeah. And then obviously,

how do you not switch to the Patriots living in in that

territory, and they just

keep winning. And the 20 years of winning, you

know, winning, winning, exactly

I remember going to the Patriots stadium, original

Stadium, which was like the worst seats ever. It was like

going to a high school game, like you're sitting on this

metal bleacher with no back. Like it was horrendous. And then

obviously, Kraft built the new stadium, which is amazing. So

yeah, I've changed over time.

Great. The last question. Where can people get

in touch with you? We covered that a couple times. What's a

great introduction for you? Who are the folks you'd like to

connect with?

So a great introduction, obviously, is a

personal injury law firm, right? And so the size isn't that

important, because we've found that, for instance, our

mastermind group, we have some small law firms, mid sized law

firms, and a couple of law firms that are my size, and I've been

in mastermind groups, where they really try to focus on keeping

the same size businesses together. And the problem with

that is, when you're smaller, you're more agile, you're

willing to try new things, you're more aggressive. As you

get bigger, you become a little bit more conservative, and it's

like steering a cruise ship versus a speed boat. So I think

there's definitely value to mixing the two together, and

it's interesting to see the dynamic so and then for record

retrieval, obviously, I love large law firms because they

order more records, but we look to help anyone you know, part of

what we do is about giving back so it's I enjoy helping law

firms succeed, because, like I said, I truly don't think we

would be as successful as we are if it wasn't for all the people

who have helped me

Rob This was awesome. Thank you so much, and

I hope folks get in touch with you, and I hope to stay in touch

and do some things together in the future.

Same here. I'd love to be part of your Summit coming

up in when did you say that was

March 16 and 17th. We call it tgr, live

growth strategies for law firms. Yeah. Love to be part of that.

That's for sure, awesome. Thank you so much. Thank you.

Appreciate it.