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
Technology / Apps
Podcasts / Masterminds / Blogs
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/
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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