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Personal Injury Mastermind with Chris Dreyer

In this episode of Personal Injury Mastermind, Rob sits down with Chris Dreyer to discuss building and scaling a modern personal injury law firm. Rob shares how his firm combines traditional advertising, digital marketing, AI, advanced intake systems, and operational strategy to improve conversions, streamline workflows, and maximize case value. The conversation also covers AI-powered case management, integrated medical record retrieval, EHR technology, and international staffing solutions designed specifically for law firms

In this episode, you will learn:

In this episode, you’ll learn how successful PI firms are approaching marketing across TV, streaming, PPC, social media, and AI search while building intake systems that convert more leads into signed cases. Rob explains how his firm uses automated call routing, CRM integrations, and performance-based intake processes to reduce lead leakage and improve efficiency.

You’ll also hear how Rob structures his firm’s operations, tracks KPIs, and uses AI to support investigations, medical management, and case strategy. The episode also covers fully integrated medical record retrieval, how EHR technology can deliver records in as little as one day.

0:05
On the East Coast, Rob Levine earned the nickname the Heavy Hitter.

0:08
Over more than 24 years, Rob has helped more than 50,000 people recover more than $2 billion in personal injury compensation and disability benefits.

0:16
If you’re advertising for big truck, the group who are your best people always designed to take your big truck cases.

0:24
So if you’re running paper click ads, you can make that a call group.

0:28
And that call group only goes to people who are qualified to take it and you never deliver it to somebody else.

0:34
Welcome to personal injury mastermind.

0:36
I’m Chris Dryer, CEO of rankings dot IO, the performance marketing agency for elite law firms.

0:41
Rob Levine and Associates runs one of the most sophisticated intake operations in the industry.

0:45
Automated phone operators, 24/7 coverage, real time data, sales discipline applied to legal services.

0:52
All built to make sure leads never leak.

0:54
And so I hired the training and development manager from T-Mobile.

0:58
She had been there 13 years because I wanted to build a real Academy.

1:02
You want to be a case manager and you go to my Academy for 12 weeks, 8 hours a day, five days a week, full time.

1:08
But it all starts with getting the phone to ring in the 1st place.

1:11
Rob and I start the conversation with marketing.

1:13
Here’s what works for him.

1:14
Let’s go.

1:16
Marketing today certainly is different than it was 25 years ago when I first started, right?

1:22
Digital is out of control.

1:24
Then you have streaming on top of that.

1:26
Now we have AI, right?

1:28
So AI as far as SEO is concerned and coming up in Chachi, PT, Gemini, Claude, all of the other AI services.

1:37
So it’s definitely changing.

1:39
So we’re trying to stay ahead of the curve with everything we do television, radio, billboards, right?

1:45
That’s our our traditional staple.

1:48
And then obviously we do LSA, we do pay per click, Facebook, Instagram, lots of social.

1:55
And then now we’re trying to make sure that we’re showing up in all of the AI searches.

1:59
What’s your thoughts on the streaming?

2:00
You, you doing any Amazon Prime stuff or the Amazon ads on Prime?

2:05
You doing any OTT programmatic?

2:06
Yeah, we’re doing everything other than Netflix.

2:11
So Paramount, Hulu, Amazon, we pretty much got accepted by everyone and we’re doing it direct, but not Netflix.

2:22
I think we don’t spend enough apparently for Netflix to approve us.

2:27
So we’re everywhere but Netflix.

2:29
The one that’s caught my attention lately is the Amazon’s DSP, the Amazon ads.

2:35
You know, I’ve, I’ve been watching shows lately and I guess they just implemented the ads because now I’m sitting through these two-minute periods and I’m like, oh gosh, I got to get on there and upgrade.

2:45
And I feel like GEICO is on freaking every other commercial block.

2:49
I mean, they’re just, you know, they’re really saturating prime right now.

2:54
Yeah.

2:54
I wonder how it’s, you know, people they’ve accepted right as part of traditional TV, you have to watch commercials.

3:01
That’s just the way it is.

3:03
But with OTT streaming, like people for a long time have cut the cord, gotten away from traditional and not been using ads.

3:13
And so now we’re I, I wondered how long it would last, right?

3:17
Obviously everybody wants to make money and selling ads is the way to do it.

3:21
So I don’t know how people look at the advertisers.

3:25
It’s if they’re annoyed, right?

3:27
So like you’re just kind of commenting GEICO, Oh, they’re layer all the time because you know, if you’re on too often or you’re on in the right places, people can not necessarily have a good response.

3:40
I think, I think maybe for me, at least when I’m thinking of the GEICO, it’s like the frequency, like, I don’t know, like should they change their commercial because it was the same commercial every time?

3:51
But I, but I tell you what, I, I recognized and I knew it was going to, Oh, here’s this GEICO commercial.

3:55
But like if it was a different one, like would I have to recall and like think like, oh, is this a GEICO commercial?

4:00
Until you see the lizard or whatever, the GEICO, the gecko, right?

4:06
So it’s kind of an interesting thing on the frequency component.

4:10
Well, and the question is right, at the end of the day, all they care about is the brand.

4:15
So when you associate getting insurance, you think of GEICO.

4:19
So the question is, is the high frequency of repetition creating that top of mind awareness?

4:27
Is there a negative stigma and you’re annoyed?

4:30
And if you even have top of mind awareness, are you going to choose GEICO or the name pops in your head and that’s going to be where you shop?

4:38
The one thing too, just on, on like the TV versus radio.

4:42
I’ve always heard like a, you know, for your investment, you get a lot more frequency on radio.

4:47
And I talked to Rob Rossellino, he came to Pemcon and he, I was, he was talking about mix and creative on TV and boards.

4:57
But on radio he just sticks with the Jingle and like runs the same.

5:01
It’s very consistent with his radio message.

5:04
And just any, any thoughts on that?

5:07
Just the different medium on the, on the audio component.

5:12
I mean, I, I think the benefit of TV is you can really create your personality, right, ’cause they see you, right?

5:21
You can do crazy **** you can demonstrate who you are, what you are, what you stand for and you can become, create that celebrity status, right?

5:30
So we do the Super Bowl, lad, we do the World Series.

5:34
Not that I think the World Series has the impact it used to have, but right.

5:37
So, you know, you pick these top of line shows and you really get yourself out there as a celebrity at that.

5:45
You can’t do that in radio, in my opinion.

5:47
You can build lots of frequency.

5:49
You can get people to remember your name, but it’s not the same.

5:54
You can’t build a celebrity status on radio, I don’t think.

5:57
You can’t build your personality.

6:00
So I agree, like having that repetition so that it’s just another way to reinforce, just like a billboard, it’s static.

6:07
You’re not really building your personality, but it’s a constant reminder when people are driving by it.

6:13
Oh yeah, that guy Rob Levine.

6:15
So I would equate radio and billboard similar from the fact that it’s just tremendous repetition and really building that brand, that name or that’s fair.

6:26
The number.

6:27
I’m not AI.

6:27
We have a Jingle, so it cuts both ways.

6:30
I’m not really a believer in the phone number anymore, right?

6:34
Because we just switched our Jingle and our phone number actually.

6:37
So I somebody offered me Rob Wins for short dollars and I bought it.

6:42
So we have 888 Rob Wins and I use it not because I want someone to memorize my phone number, but because that’s our whole new thing, right?

6:51
Is the Rob wins and I like the message.

6:54
So it’s cool.

6:55
It’s a good number, it’s a good strategy, and it’s just we’re changing it from call, call 800 law 1222, right?

7:03
So the Jingle before the heavy hitter is the one for you.

7:05
You know the way people use their cell phones today, they don’t need to know my phone number, they need to know my name.

7:12
If you know my name, you can search me anywhere in the country and I come up first for my name.

7:18
So that’s what we really drive home.

7:21
We stopped using our old phone number, 800 Law 1222 on billboards and everywhere because we just drove the name.

7:29
But now we’re driving the phone number ’cause I like the message.

7:32
Rob wins.

7:33
And reinforcing the new Jingle.

7:35
And it just kind of ties together.

7:38
Yeah, that outcome of winning and and it’s, you know, congruent.

7:42
I like it.

7:43
It kind of just putting it everywhere the yeah.

7:47
So, so next, you know, like I mentioned we I watched one of your videos.

7:51
I thought it was fantastic on intake.

7:54
Like I like I said, I McCready was in the crowd, Michael Cowan was in the crowd.

7:58
A lot of folks that that I recognize.

8:01
And so I guess, you know, you’ve made that statement.

8:04
It’s like what you do afterwards, like, like, you know, big picture, I, I really want to get granular on some things here, but big picture, do you think that just, this is just an absent thought?

8:17
Like people think about marketing and they just don’t think about intake enough?

8:20
Depends on the size of the law firm, right?

8:23
So smaller law firms, you have the owners really still engaged in the active practice of law.

8:31
And so it’s very hard for people to switch their hat from CEO right to operator.

8:39
And so they to get, as you said, granular and really know your numbers and make sure you’re hitting your marks because of the smaller law firm, you don’t have someone who’s head of marketing, head of finance, head of HR, head of intake, you’re doing a lot of those things yourself.

8:56
And so it’s hard, I think for and even for me was hard as we were coming up, right.

9:01
I started the law firm just me, and then it was me and one, me and two, me and three.

9:06
And so it’s hard to be able to manage everything.

9:09
And so, yeah, I think intake is one of the things that kind of fall by the wayside because lawyers focus on law.

9:16
So they’re looking at their process if they’re wearing their operator hat and they’re looking at how they’re running their cases and they’re the dollars coming in.

9:25
And I think they just assume, well, the phone is ringing, we’re answering it.

9:29
So you know, what really is left for us to do?

9:31
An intake.

9:32
Yeah, on my end, you know, with the marketing, it’s like, Oh yeah, we we have an after hours, it’s X and I’m like, whoa, whoa, whoa.

9:39
That doesn’t mean you’re done.

9:40
You know, like one of the things that you mentioned that when the call comes in, it’s not round Robin, it’s AB or C does.

9:50
Did you mean like, hey, I’ve rated this intake person as my A+ and if that person’s not on the phone, they get it.

9:58
If I have 10 people sitting at a table and each one of them has a phone in front of them and I have one call coming in, there’s no question that I know I want my best closer to answer the phone.

10:14
Why would I give it to my worst closer?

10:16
I have 10 people I want to feed my superstar every time I can when they’re available because they have the highest closing rate.

10:24
And so from to that specific part of there’s more to what you said, but 100% you nailed it.

10:32
If I have a choice, I want to go to my superstar.

10:35
So we rate everyone in the intake department and when the phone rings, when I say I don’t want it to round Robin, even if we take the rating piece and put it aside, I don’t want it to round Robin because people look around to see who’s going to answer, right?

10:52
I want you’re available.

10:54
I want the phones ringing to you, you’re answering.

10:57
So when the call comes in from technology, it scrubs against the case management system.

11:02
No matter what case management system you have, you should tie your phone system to your case management system.

11:08
So it it recognizes one of three things.

11:11
Either the phone number is not recognized in the system, which automatically means to me there’s a high likelihood it’s a new client.

11:20
So this call goes into intake.

11:22
Intake.

11:23
Those calls never get put on hold, and we direct the call based on two things #1 because we do more than just Pi, right?

11:31
We do social VA and Pi.

11:34
If I can identify where the caller came from, right, based on using ADID number.

11:40
So I know it’s coming from my campaign for social.

11:43
I want someone in social who’s does social calls answering that call and I want somebody who’s the best rated person in that group to answer the call.

11:54
So number one, I want to make sure the only the calls that I think our new clients go to intake.

12:01
So that’s Group One.

12:03
Group 2 is going to be, let’s say vendors.

12:06
So anyone who’s a vendor, I don’t want to waste manpower on at all.

12:09
There are commercial people they’re used to on IVR, so they go to the IVR.

12:14
Thanks for calling Rob Levine law.

12:16
If you know the number of the person you’re calling, blah, blah, blah.

12:18
And they self direct to where they need to go and it works for them because that’s just what they’re used to.

12:24
I would never use an IVR with a client.

12:26
Lots of law firms have this initial answering system.

12:31
Never use an IVR for a client.

12:32
For a commercial person, absolutely.

12:35
So if the number matches GEICO, as you said, they’re going to my IVR.

12:40
The third group obviously are existing customers.

12:43
So existing customers, I know who they need to talk to when the phone rings because I know the status of their case.

12:50
So when the phone rings, it searches it, identifies it as a client and looks at the status of where they are.

12:56
And then it delivers the phone call to that person, whether it needs to go to the case manager, to the attorney, to the finance group.

13:02
So I’m not bothering reception and I’m not bothering intake.

13:06
And then if you go somewhere and you want a person, you hit zero, then you go to my reception group.

13:12
So that’s the the idea that was that was killer.

13:14
So, so I guess it’s like set up like a waterfall assist.

13:17
You know, if John is available when he’s your best, then it then it shows he’s up in the queue.

13:23
You know what, what you know, just the execution of this, even for myself, who I consider myself more tech savvy, it seems like a little overwhelming.

13:32
Is is this like tied to, you know, RingCentral or Amazon Connect?

13:37
Or is this start with your CRM, your lead docket, Salesforce, like like how how do you, how would someone that’s listening want to even approach this?

13:47
Yeah.

13:47
So RingCentral is a good example because that’s my phone system, but it doesn’t have to be RingCentral.

13:52
If you have Zoom or any other phone system that has the ability, right, to just tie into an API and connect.

14:00
If it doesn’t, you should dump your phone system, then you’re going to tie it to your case management system.

14:06
So as long as your case management, case management system is open source, which almost all of them are, they almost all have AP is and the API is going to let you either pull or call the right information, right?

14:19
So I need to know the match the phone number and I need to know is it a client or is it a vendor?

14:26
There’s not a lot of information I need.

14:28
If you have lead docket sitting on top of your system, you’re going to want to do all three, right?

14:34
Because the phone rings, it’ll go to lead docket first.

14:37
So Lead dock, it’s going to tell me if it’s a client or not, because if you’re using lead docket, every client’s listed in lead docket.

14:46
And then once it becomes a client or a lead, then it pushes to the case management system and then we open it.

14:52
So let’s say you have lead docket on top of Filevind.

14:54
So it’ll scrub lead docket first.

14:56
If it doesn’t scrub, find it in lead docket, it’s done.

15:00
It identifies that as a new client and it’s going into the system.

15:03
If it sees the number in lead docket, then it’s going to deep dive into file vine and say, is it a vendor?

15:09
Is it an existing client?

15:10
What is it?

15:11
And then it’s going to direct it.

15:13
You’ve got your, you’re, you’re inbound, you got your, your vendors and then you got your existing clients.

15:20
Like where, where does outbound fit into this?

15:22
Is it pushed back to the to the intake side on the front end?

15:27
Like how do you like, because I’ve talked to some firms and and they’ll segment the inbound and the outbound, the chasers or maybe even have them on the chats or the the form fills.

15:38
Like how do you think about that?

15:39
Yeah.

15:40
So first the goal is one call.

15:43
That’s all right.

15:45
The absolute goal for the law firm and the intake person should be I’m going to immediately build a relationship with this person.

15:53
They’re going to trust me.

15:54
I’m going to qualify their case.

15:56
I want it or I don’t want it.

15:57
If I want it, I’m going to electronically sign them.

16:00
And my goal is to overcome any objection they have & them in one call.

16:04
That has to be the mentality, right?

16:06
To close on that first call, because the minute we go to outbound, as you said, we’re chasing them.

16:13
Well, when you chase somebody, there’s no way you’re going to close as many people as you did when you had them on the phone, right?

16:20
Because I’ve got you, you’re mine.

16:21
You made a choice.

16:22
There’s a reason you’re talking to my firm.

16:24
Whether you like my marketing, whether somebody referred you, that’s the highest ability and chance to close that person.

16:32
You can’t close on that call and you have to start chasing them automatically every day.

16:38
Your odds of converting them go down.

16:40
So the answer is as part of that CRM, whether you’re using lead docket or you have it built into your case management system, you should have for each one of those things, a cycle of how often you’re going to call them, how often you’re going to text them, and if you believe in e-mail still, whether or not you think that works.

16:58
And so the system should just be doing it automatically.

17:00
I don’t have an outbound team.

17:02
My entire team is open, whether it’s inbound or outbound.

17:06
So again, let’s sit at that table and we have 10 people and nobody’s doing anything.

17:11
So the system is automatically looking at what is the next person we have to follow up with.

17:16
So it has a list of people in the CRM that says, OK, today we have to call this person back.

17:21
So it’s going to identify that there’s a call an intake person available.

17:26
It’s going to decide who has the highest close rate, who’s my best person that’s available.

17:31
It’s going to then pull that delivers it from the CRM to the front.

17:35
The RingCentral swings by grabs it and then delivers it to the next available Rep.

17:41
That Rep sees the screen pop of who it is, what the information is, and then the call is made.

17:46
Let’s say you got a a big truck AU haul, anything that could be classified as commercial on the intake.

17:52
Do you do you have someone listening that barges in and takes over?

17:57
Do you do you like like how do you treat those scenarios?

18:02
Because I’d imagine, you know, if if your bottom person in the queues on that call, you probably don’t want the newbie, you know, answer in the big truck case like like how like what happens in those scenarios.

18:14
So if you’re advertising for big truck, you can treat it just as I described how we have social VA and Pi, right?

18:23
You could have the group who are your best people always designed to take your big truck cases.

18:30
So if you’re running pay per click ads and things like that that are specifically geared towards those ads, you can make that a call group.

18:37
And that call group only goes to people who are qualified to take it and you never deliver it to somebody else.

18:44
Let’s talk about Rob Levine legal solutions.

18:45
So, so tell our audience, you know, like I said, an amazing video on YouTube, I found out, I think it’s about 40 minutes long, very detailed, very instructive.

18:54
I think even did secret shop and maybe did a scorecard where everybody in the room, which is, which is really fun.

19:00
Tell me about Rob Levine legal solutions.

19:02
Sure.

19:03
So basically there’s three solutions that we market.

19:06
1 is our record retrieval company, the other is our Academy and staffing, and the third is the mastermind.

19:13
So the record retrieval company that I’ve had for a long time, right?

19:16
Because we created our own record retrieval company for my law firm and ran it just for my law firm for many, many years.

19:23
And then I decided, you know, we’ve really mastered this now let’s offer it to other law firms.

19:31
So what’s cool?

19:32
There’s two things that are super cool about our record retrieval company.

19:36
The 1st is it’s 100% integrated to the case management system.

19:40
So we’re integrated with File Vine, Lidify, Case, Pierce, Smart Advocate, Needles, Clio Neos.

19:48
Right now we’re doing Practice Panther and we’re adding Smoke Ball.

19:52
So pretty much, you name it, we’re integrated.

19:55
And when I say 100% integration, if you look at the process map for collecting a A record, there’s 16 steps.

20:05
And so if you hire us, you do the first three things, which means you pick up the phone and talk to your client.

20:12
You enter into your case management system, the client’s information and the providers they treated with, and you drop in a HIPAA form.

20:20
That’s it.

20:20
You’re done.

20:21
My system is going to come in, it’s going to scrape your system.

20:24
It’s going to pull that information once an hour, 8 hours a day.

20:29
Everyday.

20:30
We grab anything that’s new that’s in there, we process it, we get the records in, we make sure they’re verified, and then we’re going to send it back into your document storage system.

20:40
So we OCR them, we compress them and we deliver them.

20:43
We send you an e-mail to let you know the records arrived.

20:46
We also take the costs and expenses.

20:48
We deliver that into your expense tab in your system.

20:51
And then we deliver all the notes and everything we’re doing in your system.

20:54
So you know 100% all the time what’s happening.

20:57
The newest thing we’re rolling out, which will probably roll out in three weeks will be EHR.

21:03
So what’s super cool about EHR is the electronic health records, right?

21:07
So all of the large hospitals are on EHR now and then a lot of other facilities are.

21:14
There’s probably, if I had to guess about 400,000 providers in the United States that now have EHR portals.

21:21
So we’re connected now to 80% of the EHR portals in the country.

21:26
What’s super cool about it for the law firms is everybody thought high tech was really cool.

21:32
So when high tech came out, right, you could act in the client’s shoes and collect the record and get it the old way and they send it, but you’re still fighting and they charge you 6 bucks.

21:41
EHR is free.

21:43
0.

21:44
The medical provider cannot charge for the medical record.

21:47
There is no charge.

21:48
And I get you the record in one day.

21:51
So it works exactly as it did before.

21:54
I come in, I scrape your system.

21:55
My system identifies whether or not it’s an EHR provider or not.

21:59
We send a text to the client, the client authorizes me collecting the record, and that’s it.

22:05
We scrape the information from the portal, we go through the records, we make sure it’s organized and set up for the law firm, and then we deliver it into the law firm system.

22:15
That’s going to be as a game changer for us.

22:17
There’s only one other company in the entire country that does it besides us, and they charge $20 more record.

22:23
I charge 4995, they charge 20 bucks more than I do.

22:27
So it’s it’s going to be great marketing, ad spend systems, all the operational work upstream, the phone rings and this is the moment everything leads to how the phone gets answered matters just as much as who answers it.

22:38
You know what that call fumbled after all that effort.

22:40
Our law firm is big on trading.

22:43
So when we decided to start doing international staffing and we were hiring people for us, I had friends that said to me, hey, could you get me people?

22:53
And at first I’m like, yeah, we’re not really.

22:55
It’s not the plan.

22:56
And so enough people asked and I’m like, OK, I guess that’s going to become the plan.

23:01
And so I hired the training and development manager from T-Mobile.

23:05
She had been there 13 years because I wanted to build, you know, a real Academy, not just you see, there’s lots of companies that say they can get you staff in another country and I own companies in Colombia and Peru and so but they’re not trained.

23:20
So we built an Academy.

23:22
So if you want to be a case manager, we hire you in Colombia or Peru and you go to my Academy for 12 weeks.

23:29
It’s 8 hours a day, five days a week, full time as I going to college, while way more intense than college, it’s like a semester long though, but it’s full time.

23:37
So there’s a learning management system, you’re taking exams, you’re doing videos, you have live instructors like it’s full time, you learn so much information.

23:47
And then, you know, we wipe out probably 20% of the people we hire because they just don’t hit the standards we’re looking for.

23:55
And then we graduate and we certify you.

23:57
I either put you in my law firm if I’m hiring at that moment, or I’m placing you in someone else’s law firm around the country.

24:03
So what’s great is the time zone is only different by an hour.

24:07
So they’re really working the same hours we are.

24:09
They’re all bilingual.

24:10
I only hire people that speak great English and obviously they all speak fluent Spanish.

24:15
So it’s been fantastic.

24:17
Like it’s really been great.

24:19
If you’re going to hire internationally and you’re going to do it through a regular company that doesn’t train, you have to be able to have a plan to train those people.

24:28
So it’s also getting having the right culture in your law firm, right?

24:32
So if you don’t treat them as part of your team, whether they’re international or US, whether they’re remote or they’re in office, they all have to be part of one team.

24:42
So we try to coach the law firms that hire from us how to have that right culture to really make it very symbiotic, because otherwise you just have a lot of turnover and turnover cost law firms a lot of money put and agree more.

24:57
And then and then the final solution.

24:59
So, so the you got the staffing and it is the the Academy kind of the joint or is it separate from together?

25:07
So if you want to hire someone for me, they go through my Academy and then I place them in your law firm and The Academy Is free for you.

25:14
So I don’t start charging my clients until I place someone in their law firm.

25:19
Got it, got it.

25:20
Amazing, amazing.

25:22
Yeah, So incredible.

25:23
So and you’re putting excellent content out there on YouTube and and I really encourage the audience to go check it out.

25:28
I mean, it’s a lot of times this type of content would be gated.

25:32
And you know, I typed in, I don’t remember what I typed in legal intake, you know, coaching or something of that nature.

25:38
And I found your video.

25:39
It was there.

25:40
There wasn’t a ton of content, but it was it was really valuable for me personally.

25:45
Thank you.

25:46
Yeah, let’s so let let’s continue on on the just a little bit more on on the firm side on just kind of the future.

25:54
And how do you how do you, you know, structure operations?

25:57
What are you seeing for success being a larger scale, you know, operation of like the pre lit versus litigation components, you know, the hand off the does one person full cycle run the case from start to finish.

26:12
And you know, talk to me about just operations and how you think about, you know, growing a building a firm built to scale.

26:20
So first of all, so my firm has pre litigation and litigation separated.

26:26
I think it’s very difficult for someone to be able to do both.

26:30
I think they’re truly are separate skill sets if you’re going to really maximize your medicals, right?

26:37
So the goal of a law firm obviously is to help that client get as much money as they can.

26:42
And so if you don’t really focus on talking to the client about their injuries and their treatment and really do what I would call medical management, then you’re not going to get the value out of that case, right?

26:53
So when you see the AI company that only does your demand for you at the end, right?

27:00
And then they tell you, oh, it’s the best demand ever.

27:03
You missed the entire first 75 or 80% of the process, right?

27:09
It’s the investigation upfront, right?

27:11
And you have to be able to do the investigation.

27:13
So you set up liability and then it’s medical management, right?

27:17
And then all the other things that come along with that case.

27:19
That’s a specialist, right?

27:21
The person, the people who, the attorneys who do pre litigation and case managers who pre litigation and do it well, they don’t get enough credit.

27:30
They, they are very good at what they do, right?

27:33
And so then litigation obviously is don’t need to explain that.

27:37
That’s right.

27:38
Another group of specialists who really know how to litigate.

27:40
So for us, we separate them and then, you know, we monitor everything.

27:45
We have KPIs throughout the entire process.

27:48
So we’re watching all of the stages and making sure that we’re not bottlenecking, we’re maximizing them.

27:54
We pay bonuses obviously to the case managers based on different KP is and goals that they have to hit.

28:00
So we keep driving it forward.

28:03
Have you on that on the KPI side?

28:06
Do you have like your own operating system or you’re doing like a scaling up?

28:09
And there’s the US and then there’s some other, there’s the Rockefeller habit stuff like how do you think about the framework of of the business?

28:19
So we use Smart Advocate as our case management system and we run lots of reports in there.

28:25
On top of that, we use something called Domo.

28:28
So are you familiar with Domo?

28:31
Yeah, so we use Domo, which ties into everything, right?

28:34
It ties into our phone system, it ties into QuickBooks, it ties into Google, it ties into Smart Advocate.

28:40
So we’re pulling all of those data sets into one place and then running reports and people have different dashboards that they can look at and get reports emailed to them so they can follow.

28:51
So it takes smart advocate and puts it on steroids, right?

28:54
It’s just superpowers.

28:55
All of our reports we use monday.com.

28:58
So we use Monday to build out projects and a lot of other reports and and goals and KP is and obviously we’re using AI.

29:06
So that’s the future, right?

29:08
So I’m a part owner in AAI company called Faster Outcomes.

29:12
And so we’re in the medical and legal.

29:15
We do both and in in legal, we do personal injuries is really my Forte, what I’m focused on for faster outcomes.

29:24
But we also do family law and we do corporate.

29:27
So the idea of where I said AI system does your demand, right?

29:34
I’m building the opposite right.

29:36
I want our AI system to help a case manager, help a lawyer run the entire case so that we’re right now integrating.

29:45
It’ll put, the integration will probably be done with our first system.

29:47
It’ll be smart Advocate because that’s what I’m on.

29:50
So selfishly, I said, hey, let’s, let’s integrate with Smart Advocate first.

29:54
So faster outcomes and smart Advocate will tie together.

29:58
And so they’ll be bilateral communication.

30:01
So I put all my information into my case management system.

30:04
My goal is that you never leave your case management system, so you can work there.

30:09
And then the extraction goes into the AI system, faster outcomes, it adjusts it.

30:17
And then there are all of these playbooks.

30:19
So based on the status of where you are in the case, it’s running the playbooks, which is basically nothing other than groups of prompts that are pre built.

30:29
So for the investigation, it pulls in the police report, it pulls in pictures and that is going to analyze it and it’s going to say what you’re missing, what you need, what you’re looking for.

30:39
If you have a slip and fall, it’s going to give the building codes, it’s going to look at the pictures and tell you what I need For more information.

30:45
What am I missing?

30:46
Medical management.

30:47
It’s going to say you have a potential TBI based on the rescue port in the emergency room.

30:52
This is what they should be referred to.

30:53
This is what we should be looking for.

30:55
This is the treatment that you need.

30:57
And so just it keeps running the case and helping you maximize everything.

31:02
Yeah.

31:02
So you’re basically tech enabling with AI.

31:05
So you’re just enhancing your individual labor’s ability for, for them to, to, for their throughput, each individual’s throughput.

31:14
So that’s amazing.

31:15
So this has been amazing.

31:16
Rob, thank you for sharing all all this information to our audience.

31:19
What’s the best way to get in touch with you?

31:20
Could you just e-mail me?

31:22
It’s my name.

31:23
So it’s Rob at roblevine.com.

31:26
Amazing.

31:27
Rob, thanks for coming on the show.

31:28
My pleasure.

31:29
Thanks for having me.

31:30
This episode is a reminder that marketing doesn’t stop when the phone rings.

31:33
If you want marketing that fills your pipeline, go to rankings dot IO.

31:36
This is personal injury mastermind.

31:38
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31:40
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