Rob Levine Legal Solutions Scale your Law Firm
Medical Record Retrieval
Separate Provider Portal to Log Into
Fully Integrated and never having to leave your case management system Use your HIPAA Form or Ours Fast Turnaround Time Real People Following Up Single Point of Contact
Medical Record Retrieval Service Reviews
Laura Baumgartner
Dworkin & Maciariello ”
After many years of frustration, I finally feel like we have solved the age-old dilemma of getting our records within a reasonable time frame. Thank you!
Steven Mezrano DeFatta Law Firm
”
Carlos Saldaña KGS Law PLLC
”
The integration with CASEpeer is great!
Medical Record Retrieval Service has been a real resource for my law firm office. It saves a ton of time, and my staff love how easy it is!
Mastermind Group
4 Zoom Mastermind meetings per Month (Unlimited numbers of attendees per law firm)
Week 1: Goals, Wins & Accountability
Week 2: Breakout rooms (Operations, Marketing, Intake, IT, Finance)
2 Exclusive Live Events per Year
Week 3: Hot Topics/Open Forum
Week 4: Breakout rooms (Operations, Marketing, Intake, IT, Finance)
Expert speakers, hands-on workshops, and mastermind discussions with members Your membership covers one attendee, with additional team members joining for just $500 each
Additional Benefits
Access to a private listserv and Facebook group for ongoing support
Partner discounts, referral incentives, and more!
Collaborative opportunities with like-minded law firm leaders.
This is your opportunity to reconnect, collaborate, and grow alongside law firm leaders who understand your unique challenges. If you’re focused on scaling operations, enhancing marketing, or improving your intake processes, Rob Levine Legal Solutions will provide the personalized guidance and support you need to achieve your goals.
Mastermind Group and Consulting Service Reviews
Phil Rizzuto
The Rizzuto Law Firm ”
Joining the legal Mastermind program has been a game-changer for my practice.
Jay Murray
Jay Murray Law Group ”
Michael McCready McCready Law
The insights, strategies, and support from the team have provided me with the confidence to tackle the toughest challenges.
This program is an invaluable resources for any lawyer to grow their practice.
Types of Staff We Train & Place
Rob Levine Legal Solutions offers comprehensive training programs tailored specifically for law firm needs.
Here’s a breakdown of the types of staff we train and place:
Case Managers
Legal Assistants
Intake Specialists
Case Managers
Legal Assistant
Backbone of the case manager
All administrative tasks
Crash reports Report claims
Obtain insurance information Request liens
All documentation on a file the case manager needs.
Intake Specialists
Professional sales team Evaluate cases Empathetic
Compassionate
Overcome objections
Sign paperwork with client
Train & Place International Team Members Service Reviews
Paul Harding
Partner Martin, Harding & Mazzotti
Our law firm has 14 team members from Train & Place International Team Members Service and have seen fantastic results. Our US and international team have become a cohesive workforce built only to help each other and exceed our customer's expectations.
Normal S. Roque-harper
Paralegal - Norden Leacox, PLLC ”
Train & Place International Team Members
Service has been a great solution for our staffing needs. The recruitment and onboarding process was faster than expected.
Aaron Galvan
The Galvan Law Firm
Our experience Train & Place International Team Members Service has been truly transformative for our personal injury law firm. The talent that they have placed on our firm has surpassed our expectations in terms of performance, commitment, and values.
Optimize technology
Legal Intake Consulting
Ensure calls are routed efficiently to reduce missed or dropped calls
Customized intake
staff training
Enhance soft skills, overcoming objections, and overall performance
Set up reporting and analytics Improve processes and increase efficiency
Legal Intake Technology
Seamlessly integrate your phone system with your case management system to significantly boost operational efficiency.
Reduce hold times and maximize call flow with custom build integrations
Give your team a second chance to win dropped calls with a custom-built call back dialer.
Route calls directly to the appropriate department without the need for an IVR
Intake - Marketing
Assess lead providers Develop marketing KPIs Inspect website and offer recommendations Design automated source tracking in lead management system
Reporting and Analytics
Key reports include:
Comprehensive reporting tools to ensure the ongoing success of your intake center
• Wanted to Signed Ratio
• Missed/Dropped Calls
• Conversion Rates
• Case Acquisition Cost Per Campaign
• Identify bottlenecks
• Review team's productivity
• Assess marketing campaign effectiveness
Intake Staff Training
Specialized training plan for your team
Evaluation & recommendations for staffing needs
Focus on:
✓ Overcoming Objections
✓ Soft Skills
✓ Chase Process
Create ongoing coaching and performance enhancement for your team.
