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:

• Why your wanted-to-signed ratio should be 95% (and why most firms fall far short)
• How Rob’s intake system turned 2,300 hangups into 688 signed cases
• Why forcing clients to switch from text to phone kills conversion
• The truth about AI in case management and what actually drives case value
• How structured masterminds create accountability and real implementation

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