Introduction | Using Stone Firm as a Case Study

Using Stone Firm PLLC as an example, see the benefits of building a law firm on referrals.

Referral Source: Providers

Learn how I built my law firm on referrals from providers.

BONUS: Growing Instagram Reach

Discover the key to building an audience as a lawyer. Hint: it's not what you're expecting.

BONUS: Referrals from Lawyers

Strategies for connecting with lawyers that need to send you cases.

BONUS: Referrals from LinkedIn

Utilize the power of LinkedIn to get more cases!

Intake Flow (Module Overview)

An overview of the step-by-step process of signing a client up.

Filing System on a Budget

Discover the filing system needed to run a success PI firm on a budget!

Intake Form

Setting up an Intake Form for new client and potential clients.

Case Binder

The heart of your client's file.

Automated Case Binder!

Using Google Script to automatically create a client's Case Binder that includes information from the Intake Form.

Automatically Organize Emails by Case Matter

Using Gmail's automatic filters, learn how to save emails to a client's case.

Introduction | At Fault vs. No Fault

Let's set the scene for the upcoming lessons.

PIP and MedPay

Understanding the most important first-party claims.

Liability and UM/UIM

The foundational concepts to UM/UIM

Attorney's Fees and Expenses

Structuring your attorney's fees and expenses to succeed.

Property Claims

The most immediate concern that clients have.

Letters of Protection

The heart of most Personal Injury cases.

Filtering Cases

The most important factors to consider before taking on a case. Plus, some exceptions that can result in future referrals.

Filtering Clients

Best strategies for filtering clients!

SCRIPT: Phone Call with Potential Clients

Use this script to help filter out the bad and convert the good.

Real Phone Call with Potential Clients!

Watch me handle a call that results in 4 new clients and 1 client rejection!

Signing the Client Up

The optimized way for signing up clients.

Liability Coverage Only

Learn the entire spectrum of considerations when dealing with a liability-only case.

PIP/MedPay + Liability

Using PIP/MedPay to maximize results for your client and referring providers.

PIP/MedPay + UIM/UM

Learn the nuances of dealing with first-party claims!

Passenger Coverages

Making the most of a passenger case.

Using PIP/MedPay during financial crisis

Helping clients in tough spots!

Leveraging UM to find Liability Coverage

Here's a quick tip that will make your life so much easier!

Setting Up Client File and Starting Case

Getting your client's case started on the right foot.

Requesting Records EFFICIENTLY

Step-by-step lesson on requesting records the right way.

Handling PIP/MedPay Claims

Step-by-step process for submitting PIP/MedPay demands and getting people paid.

The 10 Essential Communications!

During the treatment phase, there are 10 essential communications that you need to have. Otherwise, you could be setting yourself up for failure.

Creating Effective Demand Packages

Discover what all goes into an effective demand package.

15 Tips for Better Settlements FAST

Rapid fire time! Learn the 15 tips for getting better settlements at a faster rate.

Liens and Subrogations 101

Your foundation to protecting your client from liens and subrogations.

Medicare 101

Build your foundation to mastering Medicare and Medicare liens.

Settlement Process that Clients Love!

Learn the entire process to creating a smooth experience for the client.

Getting Client Reviews (the RIGHT way)

Learn the efficient approach to getting valuable reviews that you can use for getting more clients!