Ever wonder why some law firms scale predictably while others stay stuck?
In this episode of The Jon & Marc Podcast, we sit down with “The Heavy Hitter” himself, Rob Levine, at his mastermind in Chicago. With 25 years of experience, Rob has built one of the most recognized PI brands in the country and now leads multiple legal services companies spanning staffing, medical records, and consulting.
Rob opens up about mastermind groups, the real role of AI in law firms, and the systems that separate firms that grow from those that struggle.
What you’ll learn in this episode:
Bottom line: If you want to plug revenue leaks, modernize your operations, and understand where AI truly fits in your firm, this episode is packed with practical lessons you can use right away.
————————— Contents of this video —————————
00:00 – Introducing Rob Levine
01:16 – Why Rob Started His Own Mastermind
04:32 – How Mastermind Groups Operate
06:30 – Involving Your Team in Legal Masterminds
07:31 – Implementing Strategies with Weekly Accountability
09:07 – Sharing Firm Data Openly
11:39 – Law Firms vs. Insurance Companies
15:20 – Intake: The Missing Link
16:33 – Wanted-to-Signed Ratio
19:04 – Ghost Calls That Expose Intake
21:39 – Why Clients Prefer Text
24:09 – Building Seamless Intake Systems
26:01 – Automated Texting With Case Update Videos
27:07 – The Future of AI Systems in Law Firms
29:06 – Smarter Case Management With AI
31:00 – Final Takeaways & Staying In Touch