Meredith Moore noticed a pattern in her firm’s DWI accident cases: The facts showed more than a routine auto claim, but the outcomes didn’t reflect that. She went back through those files, pushed for policy limits, and treated them as cases involving recklessness and heightened liability rather than simple negligence.

In this episode, Meredith walks through how her firm reworked underperforming case categories by refining intake criteria, assigning litigation-ready lawyers early, and challenging low valuations head-on.

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Gregg Goldfarb is a veteran mass tort and PI attorney with over 30 years of experience, host of the Cut to the Chase podcast, and a master of building a lean practice that thrives in today’s competitive legal landscape.

In this episode, Gregg shares the lessons of running a lean and highly adaptable practice. By outsourcing nearly everything, focusing on targeted case acquisition, and diversifying his portfolio, he’s found a smarter way to fight corporate giants—and win.

Listen to the full episode with Gregg Goldfarb on Personal Injury Mastermind, powered by Rankings.io, below:

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Gregg Goldfarb, LLP Website | LinkedIn

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David Ellis doesn’t talk about AI as a future concept. He talks about it as someone who builds AI agents that call leads within seconds, follow up 30–40 times without stopping, and sign cases your team already marked as dead.

In this episode, David explains how he employs AI inside intake today—handling calls, texts, follow-ups, and contracts while staying fully integrated with firm systems.

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When a call hits Rob Levine’s firm, it’s instantly scrubbed against the CRM, classified as a lead, vendor, or existing client, and routed to the right person based on case type and closing performance.

Nothing is random. And nothing touches intake unless it’s worth closing.

In this episode, Rob breaks down how his firm handles massive lead volume without leaks by using performance-based routing, real-time system logic, and a first-call-close mentality that treats intake like sales, not reception.

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Most firms see market shifts as a threat. Michael Steinger sees them as an opportunity. As founding partner of Steinger, Greene & Feiner, he grew from two people answering phones to a 400+ employee, multi-state operation actively acquiring other firms.

In this episode, he breaks down why MVA cases aren’t going away, how to enter new markets without bleeding cash for years, and why brand matters more than ever—even when you have capital to spend.

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Most firms chase growth by buying more ads. Chris Keller took the opposite path.

As CEO of Keller Swan, he rebuilt operations, intake, and leadership systems first, then let marketing amplify what the firm could already handle. The result: 600 signed cases a month across six states without losing control of quality, culture, or profitability.

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Julian Gomez is a nationally recognized auto product liability attorney who pioneered litigation strategies in catastrophic defect cases. After clerking at the Fifth Circuit and working the first Ford Explorer Firestone case, he built a nationwide practice focused almost exclusively on auto product litigation.

In this episode, Julian shares how, in an industry where firms fight over the same cases, he has carved out his blue ocean in auto product liability. Julian's method is surprisingly simple: specialize deeply, share knowledge freely, and let expertise create opportunities.

Listen to the full episode with Julian Gomez on Personal Injury Mastermind, powered by Rankings.io below:

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The Julian C. Gomez Law Firm: Website | Instagram

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What if putting clients first is actually holding your firm back? Brian Beckcom explains why high-performance PI firms scale by prioritizing staff, clarity, and focus before everything else. From focused marketing to disciplined boundaries around time, talent, and cases, this episode challenges a lot of comfortable assumptions—and replaces them with a system that actually works.

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What happens when a three-generation PI firm stops relying on its name and starts operating with urgency? Jordan Lundy shares how Lundy Law rethought marketing, rebuilt intake, and aligned client experience with how people actually choose firms today. The lesson is simple but uncomfortable: demand only matters if your systems can convert it.

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Most PI firms don’t lose control because they stop caring or stop trying, they lose control because their systems can’t handle scale. As case volume, headcount, and exposure increase, weak infrastructure shows up fast. In this episode, Brett Schreiber explains how Singleton Schreiber scaled from 40 people to 475+ across seven states without sacrificing intake discipline, trial quality, or the client experience.

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