When a personal injury law firm reached to work with Rob Levine Legal Solutions, they had ambitious goals: scale their firm’s growth and revenue to new heights.
But despite their drive, they had hit a plateau.
Their internal systems were stretched thin. Their intake processes were leaking opportunities. Financial visibility was limited, and their infrastructure wasn’t built to support the level of growth they envisioned. Something needed to change—and fast.
With the support of our personalized coaching program, we helped them break through their growth ceiling and build a firm positioned for sustainable, scalable success.
Here’s what we accomplished together in just one year:
Built a Human Resources Department
Established a full-scale HR department, implemented critical policies, launched a new payroll system, and designed structured onboarding and offboarding protocols—laying the foundation for team scalability.
Expanded Their Team Internationally
We recruited and onboarded 30 new international team members, expanding operational capacity without sacrificing efficiency or quality.
Created an Internal Finance Department
Before partnering with us, financial operations were outsourced. We brought everything in-house, hiring a controller, developing internal financial controls, real-time reporting, and detailed forecasting to support strategic decisions.
Overhauled Intake Operations
Previously, 75% of calls were handled by an external answering service. We built an internal intake department, integrated their phone system, CRM, and case management software, trained a call center manager, and built a high-performing intake team.
The Results:
- Increased wanted/signed case ratio from 82% to over 90%
- Increased signed cases from 190 to 290 cases per month
- Modernized Case Management Technology: Implemented Filevine, a leading case management platform, streamlining operations and enhancing case tracking, accountability, and team collaboration.
- Developed Specialized Management Processes: Launched comprehensive Medical Management and TBI Management processes, allowing for more specialized and effective case handling.
- Built a Strong Management Structure: We introduced key leadership roles—including Team Leads, a Pre-Litigation Division Manager, and a PI Division Manager—to create better oversight, clearer accountability, and more strategic growth.
In just 12 months, this law firm transformed from operationally overwhelmed to structurally strong, from stagnant growth to explosive success. This is the power of the Rob Levine Legal Solutions Mastermind—designed for law firm owners serious about scaling, streamlining, and succeeding.