Demo-Sales Presentation (1)

Scale your Law Firm Rob Levine Legal Solutions

Medical Record Retrieval YES

Fully Integrated and never having to leave your case management system

Monthly Fees

YES

Use your HIPAA Form or Ours

NO

Certified Record Fees

YES

Fast Turnaround Time

NO

Rush Fees

YES

Real People Following Up

NO

Separate Provider Portal to Log Into

YES

Single Point of Contact

NO

Integration Fees

NO

Setup Fees

NO

Only $49.95 per request per location/entity + providers charge

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

”

The integration with CASEpeer is great!

Carlos Saldaña KGS Law PLLC

”

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)

Week 3: Hot Topics/Open Forum

Week 4: Breakout rooms (Operations, Marketing, Intake, IT, Finance)

2 Exclusive Live Events per Year 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

”

The insights, strategies, and support from the team have provided me with the confidence to tackle the toughest challenges.

Michael McCready McCready Law

”

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 They handle cases from open to close

Establish Liability

Medical Management

Record Retrieval

Settlement and disbursement process

And everything in between!

12 Week Training Academy

Half the Cost

Dedicated HR Team

All inclusive Pricing

Experience seamless personal injury case management from start to settlement

Legal Assistant Backbone of the case manager

All administrative tasks Crash reports

Obtain insurance information

Report claims

Request liens

All documentation on a file the case manager needs.

4 Week Training Academy

Half the Cost

Dedicated HR Team

All-inclusive Pricing

Intake Specialists

Professional sales team

Evaluate cases

Empathetic

Compassionate

Overcome objections

Sign paperwork with client

4-6 Week Training Academy

Half the Cost

Dedicated HR Team

All-inclusive Pricing

Train & Place International Team Members Service Reviews

Paul Harding

”

Normal S. Roque-harper

”

Partner Martin, Harding & Mazzotti

Paralegal - Norden Leacox, PLLC

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.

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.

Legal Intake Consulting

Optimize technology

Customized intake staff training

Set up reporting and analytics

Ensure calls are routed efficiently to reduce missed or dropped calls

Enhance soft skills, overcoming objections, and overall performance

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 Route calls directly to the appropriate department without the need for an IVR

Give your team a second chance to win dropped calls with a custom-built call back dialer.

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.

THANK YOU! Our contact information: Telephone number (413-216-9554​) info@roblevinelegalsolutions.com roblevinelegalsolutions.com