159: Jay Berkowitz, Founder of Ten Golden Rules is Interviewed by Tim Sawyer on the Faster Outcomes Legal Keys Podcast
Ai is rewriting the rules for how law firms get found online and most aren’t ready.
In my conversation with Tim Sawyer on the Faster Outcomes Legal Keys Podcast, I break down what Google’s new Ai Overviews mean for your firm and how “Answer Engine Optimization” is replacing traditional SEO. You’ll hear how to position your firm to show up in Ai search results, why brand recognition now drives clicks, and the simple website changes that turn visitors into signed cases. I also share how we’re using Ai to coach intake teams, rank job candidates, and even script better client conversations—so your firm can attract, convert, and deliver five-star service from the first click to the final handshake.
Key Topics
03:28 – How Google’s AI Overviews now answer 30% of searches before users click
06:26 – Why website traffic drops when Google answers questions directly
07:49 – How to get your firm featured inside AI search results
09:03 – The video-to-blog strategy that feeds every platform and boosts authority
11:00 – Why brand recognition matters more than ever for getting clicks
11:41 – What Q&A schema is and why AI search engines love it
13:57 – How to structure blogs and FAQs for Answer Engine Optimization
15:13 – Smart questions to ask your marketing agency about AI readiness
17:46 – The “Morgan & Morgan trap” that costs smaller firms leads
19:58 – Why a visible phone number beats a giant contact form
21:44 – How AI-powered website chat captures leads forms and phones miss
23:02 – The rise of AI avatars for intake—and how close they are to replacing humans
25:49 – Using the CRIT method to build a custom AI intake coach
28:09 – How AI coaching improves empathy, scripts, and conversion rates for intake teams
30:05 – Turning the CRIT method into a hiring super-tool for leadership roles
32:24 – How DISC profiles and AI playbooks predict candidate fit
33:43 – The three-part growth model: Attract, Convert, Five-Star Operations
34:55 – How “TGR Boomerang” rescues missed calls and web leads
35:50 – Why delivering a Ritz-Carlton-level client experience drives reviews and referrals
36:26 – How to connect with me and join us at TGR Live in March
Resources Mentioned
Books
- Traction, Gino Wickman – https://a.co/d/aEqzVAY
- The Ai Driven Leader, Geoff Woods – https://a.co/d/2PPqXzR
Technology/Software
- Fathom Ai – https://fathom.video
- Predictive Index – https://www.predictiveindex.com
- Crystal Knows – https://www.crystalknows.com
- Intaker Chat – https://intaker.com
- TGR Boomerang – https://tengoldenrules.com
About Our Guest Host:
Tim Sawyer is a veteran entrepreneur, sales strategist, and educator with over 25 years of experience leading high-growth companies to success, including two INC 500 startups with a combined $90 million in exits. He has trained more than 10,000 professionals across industries in leadership, marketing, and sales, using a simple yet powerful framework: Find, Serve, and Keep clients profitably.
Now at Faster Outcomes, Tim helps law firms harness AI and technology to revolutionize client acquisition and retention. With a deep passion for teaching and practical impact, he continues to empower organizations with the strategy, systems, and leadership tools needed to perform at their highest level.
About Jay Berkowitz:
Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald’s Restaurants, and he is the Founder and CEO of Ten Golden Rules, a digital marketing agency specialized in working with attorneys.
Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon. He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.
Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.
Connect with Ten Golden Rules
Subscribe to Ten Golden Rules on YouTube
Check out our webinars on TenGoldenRules.com
Connect with Ten Golden Rules on LinkedIn
Follow Ten Golden Rules on Facebook
Connect with Jay Berkowitz on LinkedIn
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Transcript
What are the biggest mistakes you're seeing
Jay Berkowitz:in legal websites today? It's not having the phone number
Jay Berkowitz:prominent on the website, because as important as AI is
Jay Berkowitz:once someone gets to your website, I see a lot of websites
Jay Berkowitz:that are falling into the Morgan and Morgan website design trap.
Jay Berkowitz:And you're going to say, what's the Morgan and which is a design
Jay Berkowitz:trap. Well, recently, about six months ago, Morgan and Morgan
Jay Berkowitz:redesigned their website, and they put a massive form for you
Jay Berkowitz:to fill out your name, your contact information, your email,
Jay Berkowitz:your phone number on the homepage of the form, if
Jay Berkowitz:somebody searches Personal Injury Lawyer near me and you
Jay Berkowitz:come up in the local service, ads, pay per click, SEO, and
Jay Berkowitz:they come to your website, and you've got a big form. When
Jay Berkowitz:people fill out those forms, half of the time, we call them
Jay Berkowitz:back. They don't even answer the phone because it's an unknown
Jay Berkowitz:number, and only about 5% of people who come to your website
Jay Berkowitz:fill out your form. So it's very different from Morgan. Morgan,
Jay Berkowitz:Morgan, that's why I call it the Morgan design floor. And we've
Jay Berkowitz:actually AB tested multiple times. So AB tests are you when
Jay Berkowitz:on paid advertising, and even on your regular website, you can
Jay Berkowitz:show half of the people a homepage with a big form, and
Jay Berkowitz:half of the people a homepage that says, Call us for a free
Jay Berkowitz:consultation, and then the little button says, click to
Jay Berkowitz:call for a free consultation, and we've seen as much as 40%
Jay Berkowitz:improvement in leads and conversions by focusing on the
Jay Berkowitz:phone number. So I would say the first most important thing is
Jay Berkowitz:nothing do with AI. It's you should have a phone number in
Jay Berkowitz:the top right portion of your desktop design. You should your
Jay Berkowitz:call to action should be Call us for free consultation, because
Jay Berkowitz:when you get people on the phone, they converted about 22
Jay Berkowitz:to 24% Yep, the number of people who fill out a form on your
Jay Berkowitz:website is only about 5% so you know the math is screams in
Jay Berkowitz:favor of getting those phone calls wherever you can.
Tim Sawyer:Okay, I'm fired up today. This is the greatest
Tim Sawyer:episode, the luckiest episode is the 13th episode of legal keys.
Tim Sawyer:I'm your host. Tim Sawyer, we want to welcome you. Legal keys
Tim Sawyer:sponsored by faster outcomes, the ultimate legal intelligence
Tim Sawyer:platform for lawyers and law firms of all shapes and sizes.
Tim Sawyer:If you've been listening for a while, we appreciate your
Tim Sawyer:continued support. If this is your first time you made a great
Tim Sawyer:choice today is going to be like I said, Lucky 13. My guest is
Tim Sawyer:none other than Jay Berkowitz. Jay is the founder and CEO of 10
Tim Sawyer:golden rules, a digital marketing agency specializing
Tim Sawyer:helping law firms build trust, visibility and client
Tim Sawyer:acquisition online based in Boca. Raton Jay is a five times
Tim Sawyer:published author, two times Amazon Best Seller. He's also a
Tim Sawyer:sought after keynote speaker, advisor and a professor. Can't
Tim Sawyer:wait to hear about that, not to mention a good friend sharing
Tim Sawyer:his expertise on SEO, AI, enhanced strategies, video
Tim Sawyer:content cascades, reputation management and so much more. At
Tim Sawyer:10 golden rules. Jay, welcome to legal keys. Hey
Jay Berkowitz:Tim, thank you, and that was a great
Jay Berkowitz:introduction and a lot of enthusiasm. I love it. I think
Jay Berkowitz:I'm going to bring you on tour with me, and you can introduce
Jay Berkowitz:me Great Legal Marketing. You just told me you're going to be
Jay Berkowitz:going there. So that's great. I
Tim Sawyer:am at, by the way, for our listeners, wait till you
Tim Sawyer:hear the episode with Ben Glass, Owner of Great Legal Marketing
Tim Sawyer:and we will absolutely be at his show making friends. And Jay
Tim Sawyer:will be speaking there. We're going to talk more about that,
Tim Sawyer:but I want to get into it, Jay, so I'm an AI guy. You're a
Tim Sawyer:digital marketing guy, these worlds have smashed together big
Tim Sawyer:time on a practical level, what is the impact on the typical
Tim Sawyer:Personal Injury Lawyer, digital marketing strategy? How is AI
Tim Sawyer:impacting that? And what adjustments are you making? What
Tim Sawyer:recommendation you making? Give us the kind of lay of the
Jay Berkowitz:land? Well, it's huge, and it's significant
Jay Berkowitz:because Google says they're showing about 30% of the search
Jay Berkowitz:results. They're using their Google AI overviews in the
Jay Berkowitz:search results. And if you are familiar with it as as a
Jay Berkowitz:consumer, if you're not familiar with the terminology, it's a
Jay Berkowitz:chat GPT style answer to a query, a search query or a
Jay Berkowitz:question, and we're seeing those about 30% of the time, and
Jay Berkowitz:they're coming right at the very top of Google. And it's
Jay Berkowitz:definitely a game changer, because when Google answers
Jay Berkowitz:someone's question, and I'll give you an example, the very
Jay Berkowitz:start of a search, they've been in a car accident, and they're
Jay Berkowitz:just starting to realize, okay, maybe the insurance company is
Jay Berkowitz:not on my side, and they're searching, do I need a lawyer
Jay Berkowitz:for a car accident? So we call those top of the funnel, or the
Jay Berkowitz:beginning of the search cycle, and someone's just doing their
Jay Berkowitz:first research. Well, six months ago, Google would have shown
Jay Berkowitz:three or four lawyer websites with blog. Bugs that ask and
Jay Berkowitz:answer the question, Do I need a lawyer after car accident? Now
Jay Berkowitz:Google's answering that question with a chat GPT style result.
Jay Berkowitz:Now it's very, very significant for two reasons. Reason number
Jay Berkowitz:one is, instead of clicking over to someone's website, we both
Jay Berkowitz:know and love Rob Levine, and maybe Rob Levine has a blog that
Jay Berkowitz:is titled, do I need a lawyer after a car accident? And then
Jay Berkowitz:rob goes on to explain all the things you need to get, the
Jay Berkowitz:information don't get recorded with your insurance company, and
Jay Berkowitz:all the different facts that you would cover in a blog like that.
Jay Berkowitz:Well, now Google's gonna answer that question for me. So there's
Jay Berkowitz:two big factors at play. Factor number one is it's going to
Jay Berkowitz:reduce the traffic to websites, and so that click is not going
Jay Berkowitz:to go to Rob's website or the other four or five websites that
Jay Berkowitz:Google would have had at the top of the page before. The other
Jay Berkowitz:thing is, it's going to reduce a few clicks that would have gone
Jay Berkowitz:to pay per click local service, ads, SEO, Google Maps, right? So
Jay Berkowitz:we're definitely seeing an across the board, maybe 5% drop
Jay Berkowitz:on all of those four different areas of Google. Okay, now, what
Jay Berkowitz:does that mean? How can you compensate for that? And I'd say
Jay Berkowitz:part number one is you can come up in those searches, because
Jay Berkowitz:Google shows their homework, and by the way, so does chat GPT The
Jay Berkowitz:reason I'm talking about Google. Google's still 80 or 90% of the
Jay Berkowitz:marketplace. Chat GPT is only 567, percent of those type of
Jay Berkowitz:searches, but both of them are showing links now to the
Jay Berkowitz:websites that they use to compile the information, and
Jay Berkowitz:part of that is due to trademark and copyright lawsuits and
Jay Berkowitz:stuff, so chat GPT shows those links. Now Google definitely
Jay Berkowitz:shows the links right on the right hand side, beside the
Jay Berkowitz:search results. So you can do what we call a, e, o, answer
Jay Berkowitz:engine optimization. We used to do search engine optimization,
Jay Berkowitz:but the new terminology some of us are using in the industry,
Jay Berkowitz:answer engine optimization. So now you're going to try and
Jay Berkowitz:optimize your website and optimize the other things you do
Jay Berkowitz:on the internet, which is equally important, YouTube
Jay Berkowitz:videos, Reddit answers, Quora, things like that, where you're
Jay Berkowitz:helping Google and chat GPT answer these questions, and
Jay Berkowitz:they're going to show a link to your website. So we've been very
Jay Berkowitz:aggressively recording videos with our clients where we answer
Jay Berkowitz:questions, and literally, the attorney will say, one of the
Jay Berkowitz:questions we're getting asked all the time now is, what do I
Jay Berkowitz:do if I get hit by someone in an Uber who's going to pay for my
Jay Berkowitz:car repairs and my medical so we literally state the question in
Jay Berkowitz:the video. We go on to answer the question in the video, then
Jay Berkowitz:we search engine optimize the video on YouTube, we put the
Jay Berkowitz:video on the website, we write a blog post about the video,
Jay Berkowitz:because Google, and Google's AI reads the words that you said in
Jay Berkowitz:the video, so they've already got that in their SEO algorithm.
Jay Berkowitz:Now we're going to write a blog post to supplement that video,
Jay Berkowitz:and we're going to use that video, not only on YouTube, but
Jay Berkowitz:also on social media, so everything's feeding as an
Jay Berkowitz:expert answer to questions of people would ask early on in the
Jay Berkowitz:research they do around a car accident. So that's part one.
Jay Berkowitz:Part one is you can be a part of those answers, those AI answers
Jay Berkowitz:right at the top of Google and on chat, GPT. Part Two, and this
Jay Berkowitz:is the part that's a little trickier. If five to 10% of
Jay Berkowitz:those searches are not going to go to websites, Google's going
Jay Berkowitz:to answer the question. Person's going to be satisfied. They're
Jay Berkowitz:not going to do another search till maybe later when they
Jay Berkowitz:realize, Oh, I really need a lawyer like the insurance
Jay Berkowitz:company is really not going to pay for my car repairs. Yeah? So
Jay Berkowitz:now what has happened? Let's say five to 10% of the website
Jay Berkowitz:traffic from SEO is down. A few clicks didn't go to pay per
Jay Berkowitz:click or LSA, so now there's less traffic to your website.
Jay Berkowitz:Well, there's the cases are still there. So now you're going
Jay Berkowitz:to have to capture eyeballs in other ways, and that is, we're
Jay Berkowitz:doing a lot of YouTube. We're doing a lot of social media.
Jay Berkowitz:Very important is brand and again, I'll say for two reasons.
Jay Berkowitz:Part number one is, if somebody does see a local service ad or
Jay Berkowitz:even a pay per click ad or an or a social SEO result on Google,
Jay Berkowitz:and they recognize your face on the LSA, and they don't
Jay Berkowitz:recognize the other faces, you have a higher chance of getting
Jay Berkowitz:a click. If you get more clicks, obviously you get more clicks.
Jay Berkowitz:And number two, Google's algorithm sees that you get more
Jay Berkowitz:clicks. So it's very important that every law firm figures out
Jay Berkowitz:their brand message. Who are you? What do you stand for? And
Jay Berkowitz:then the second part to that is that these a, e, o, answer
Jay Berkowitz:engine optimizations, where they're answering questions,
Jay Berkowitz:they're definitely favoring brand performance, brand
Jay Berkowitz:preference. So if you have YouTube videos, if you have a
Jay Berkowitz:book, if you have a popular social media site, those things
Jay Berkowitz:are feeding into the Aeos.
Tim Sawyer:Yeah, so around that the AEO concept, in preparation
Tim Sawyer:for this podcast, I was really excited to talk to you and
Tim Sawyer:you're. An expert, so I figured I better do a little research.
Tim Sawyer:One of the trends that my research uncovered was the idea
Tim Sawyer:of Q and A schemas are now really important, right? So in
Tim Sawyer:other words, what you're talking about. So
Jay Berkowitz:I love it. That's a great
Tim Sawyer:1q, and a schema for the lay person, right? I know a
Tim Sawyer:little bit about digital marketing, but certainly not an
Tim Sawyer:expert like yourself. How practically? 10 golden rules?
Tim Sawyer:How are you deploying that? And like, what are the simple steps
Tim Sawyer:and help the lawyers understand what that
Jay Berkowitz:means? Well, your research was good. I think you
Jay Berkowitz:dug deeper than chat. GPT for that one, that's a really good
Jay Berkowitz:one. I'll explain what schemas are first. Okay, so about 10
Jay Berkowitz:years ago, Google, Yahoo and about, I don't know, 300 other
Jay Berkowitz:websites came together, and they said, let's create a series of
Jay Berkowitz:standard codes that we can all recognize and populate
Jay Berkowitz:information in a standard manner. The most straightforward
Jay Berkowitz:one is location schema. So there's location schema, and
Jay Berkowitz:it's a very simple set of code that Google and Yahoo and
Jay Berkowitz:everybody else said, if you use this on your website, we will
Jay Berkowitz:easily identify where you're located, what your address is,
Jay Berkowitz:what your city is, what your postal code is, zip code, right?
Jay Berkowitz:So it's a simplification of HTML code, like actual website code
Jay Berkowitz:that everybody can identify and everybody can represent. So
Jay Berkowitz:sometimes, when you do a Google search and the websites come up
Jay Berkowitz:in the SEO results, sometimes they'll have the address of the
Jay Berkowitz:law firm, and that's because they had schema code. Google
Jay Berkowitz:recognized it and they popped it in there. Sometimes they'll show
Jay Berkowitz:how many Google stars you have in your five star Google
Jay Berkowitz:reviews. Sometimes they'll show a very simplified version of
Jay Berkowitz:your blog on a mobile phone. And they started out with 10 or 12
Jay Berkowitz:schemas. There's now over 800 schemas. Wow. And so the one you
Jay Berkowitz:mentioned, the Q and A schema is designed for what I described
Jay Berkowitz:earlier in this podcast, which is when you ask and answer
Jay Berkowitz:questions, you can use that schema to tell Google, this is a
Jay Berkowitz:question, this is an answer, and we've given a simplified answer
Jay Berkowitz:to a question, and so Google and Yahoo and Bing and all the other
Jay Berkowitz:search engines recognize immediately that you are doing a
Jay Berkowitz:Q and A often found on blogs, frequently asked questions,
Jay Berkowitz:different parts of the website where you're trying to make it
Jay Berkowitz:easy for the a, e, o, s answer engine optimization you're doing
Jay Berkowitz:essentially a e, o at a very high level with schema code to
Jay Berkowitz:answer questions. Tell Google, hey, we answered this question.
Tim Sawyer:So the lawyers need to make sure that they're using
Tim Sawyer:this schema format, right? So it seems like granted, it's a small
Tim Sawyer:percentage of searches that are going to not just chat GPT, but
Tim Sawyer:other AI open AI platforms, but that's the preferred method of
Tim Sawyer:choice for those, those AI platforms, right? They want to
Tim Sawyer:see and recognize. Are they going to give preference to Q
Tim Sawyer:and A schema when they're showing, hey, if someone goes to
Tim Sawyer:so, walk me through, let's, let me change the question. Someone
Tim Sawyer:goes to chat. GPT, granted, it's six, 7% of the people, but 7% of
Tim Sawyer:a lot. Yeah, there's a lot, right? So someone goes to chat
Tim Sawyer:GPT and says, Should I get a lawyer? I live in Rhode Island.
Tim Sawyer:Should I get a lawyer for my car crash? Is the Q and A schema
Tim Sawyer:gonna give somebody an advantage? And how would that
Tim Sawyer:appear in an open AI search? Yeah, 1,000%
Jay Berkowitz:and it's funny, I just did a webinar on the ABCs
Jay Berkowitz:of SEO, and that's where we simplify Google's algorithms
Jay Berkowitz:now. Now there's 14,000 different factors that Google
Jay Berkowitz:weighs in deciding who goes on page one and who goes on page
Jay Berkowitz:10,000 when you search for Do I need a lawyer after a car
Jay Berkowitz:accident? And so of the 14,000 factors, I try and simplify it
Jay Berkowitz:down to the ABCs. And you can see all my webinars on my
Jay Berkowitz:YouTube channel. And it's funny because the schema code I said,
Jay Berkowitz:though that's a question that you want to ask your agency, so
Jay Berkowitz:I don't recommend that lawyers try and become experts at
Jay Berkowitz:writing schema code, but that's one of those advanced questions
Jay Berkowitz:that is a really good question to ask your agency. Are you
Jay Berkowitz:doing any a, e, o, answer engine optimization? Have you heard of
Jay Berkowitz:schema code? Are you using the Q and A schema code? Should we be
Jay Berkowitz:doing more question and answer videos? Should we be putting
Jay Berkowitz:those on our blogs? Should we rewrite a whole bunch of
Jay Berkowitz:frequently asked questions? What are we doing to build our
Jay Berkowitz:authority and my brand authority? And so those are all
Jay Berkowitz:really good questions to ask your in house team or your
Jay Berkowitz:agency.
Tim Sawyer:Yeah, smart, and it makes sense, right? The more
Tim Sawyer:complicated the world gets, the simpler it becomes for the
Tim Sawyer:consumer, because we're dialing in right all these technologies.
Tim Sawyer:Dialing in on identifying what is the intent. Quick get as fast
Tim Sawyer:as they can to the intent of the searcher. And we talk about
Tim Sawyer:semantic search, what's the person really trying to say?
Tim Sawyer:Well, now these technologies are really dialing in and the so the
Tim Sawyer:final point on that is, yes, schema code is important, Q and
Tim Sawyer:A scheme is important Absolutely. Ask your agency. If
Tim Sawyer:you're not comfortable with your agency, I'll make a shout out
Tim Sawyer:right now. Give Jay a call. Go to 10 golden rules. They got
Tim Sawyer:this dialed in. So now, in general, as a marketing guy,
Tim Sawyer:because we have you, we're lucky. We're fortunate. Our
Tim Sawyer:audience is fortunate. Websites, in general, I have some
Tim Sawyer:experience, as you know, with website development. Websites in
Tim Sawyer:general, haven't changed a lot. Personal Injury, law firm
Tim Sawyer:websites haven't changed a ton. What are the biggest mistakes
Tim Sawyer:you're seeing in legal websites today? So how can firms better
Tim Sawyer:align their sites with AI search and the modern consumer, like,
Tim Sawyer:what are the three things you see all the time? And you're
Tim Sawyer:like, ah, that's not gonna work.
Jay Berkowitz:Well, I think I covered AEO pretty extensively,
Jay Berkowitz:but you know, the biggest mistake is actually not AI. It's
Jay Berkowitz:not having the phone number prominent on the website.
Jay Berkowitz:Because as important as AI is, once someone gets to your
Jay Berkowitz:website. I see a lot of websites that are falling into the Morgan
Jay Berkowitz:and Morgan website design trap, and you're going to say, what's
Jay Berkowitz:the Morgan and what design trap? Well, recently, about six months
Jay Berkowitz:ago, Morgan and Morgan, if you don't know Morgan, Morgan is a
Jay Berkowitz:by far and away, the largest personal injury firm in the
Jay Berkowitz:country. They're in about 25 states, and they're coming to
Jay Berkowitz:your state soon. Morgan redesigned their website, and
Jay Berkowitz:they put a massive form for you to fill out your name, your
Jay Berkowitz:contact information, your email, your phone number, on the
Jay Berkowitz:homepage of the form. And so a bunch of folks came to us and
Jay Berkowitz:said, We want to put the form on our website, like Morgan and
Jay Berkowitz:Morgan, and my argument is that Morgan and Morgan, the search
Jay Berkowitz:term in Google, Morgan and Morgan, is searched a crazy
Jay Berkowitz:number, like 90,000 times a month, variants of Morgan and
Jay Berkowitz:Morgan, Morgan, ampersand, Morgan, Morgan, Morgan, personal
Jay Berkowitz:injury, Morgan, Morgan, Law Firm and so people because of
Jay Berkowitz:Morgan's $450 million of advertising are searching for
Jay Berkowitz:Morgan and Morgan and then coming to Morgan, Morgan's
Jay Berkowitz:website and filling out the form and waiting for Morgan and
Jay Berkowitz:Morgan to call them back. Yeah, design flaw, because if somebody
Jay Berkowitz:searches personal injury, lawyer near me, and you come up in the
Jay Berkowitz:local service, ads, pay per click, SEO, and they come to
Jay Berkowitz:your website, and you've got a big form. When people fill out
Jay Berkowitz:those forms, half of the time we call them back. They don't even
Jay Berkowitz:answer the phone because it's an unknown number, and only about
Jay Berkowitz:5% of people who come to your website fill out your form. So
Jay Berkowitz:it's very different from Morgan. Morgan, that's why I call it the
Jay Berkowitz:Morgan design. Yeah. What do you recommend? And we've actually AB
Jay Berkowitz:tested multiple times. So AB tests are you when on paid
Jay Berkowitz:advertising, and even on your regular website, you can show
Jay Berkowitz:half of the people a homepage with a big form, and half of the
Jay Berkowitz:people a homepage that says, Call us for a free consultation,
Jay Berkowitz:and then the little button says, click to call for a free
Jay Berkowitz:consultation, and we've seen as much as 40% improvement in leads
Jay Berkowitz:and conversions by focusing on the phone number. So I would say
Jay Berkowitz:the first, most important thing is nothing do with AI. It's you
Jay Berkowitz:should have a phone number in the top right portion of your
Jay Berkowitz:desktop design. You should your call to action should be Call us
Jay Berkowitz:for free consultation, because when you get people on the
Jay Berkowitz:phone, they converted about 22 to 24% Yep, the number of people
Jay Berkowitz:who fill out a form on your website is only about 5% so you
Jay Berkowitz:know the math is screams in favor of getting those phone
Jay Berkowitz:calls wherever you can. So first, number one is absolutely
Jay Berkowitz:getting the phone call if you can. Number two is an AI is
Jay Berkowitz:actually playing a part in this is you want to have a great chat
Jay Berkowitz:on your website, and as I made the point very forcefully, you
Jay Berkowitz:definitely want phone calls. Some people are not going to
Jay Berkowitz:pick up the phone. And so we have this conversation a lot of
Jay Berkowitz:times with folks. One of the best cases we ever got for one
Jay Berkowitz:of our clients, the niece of a construction worker. He fell
Jay Berkowitz:five stories off of scaffolding in New York, and he survived,
Jay Berkowitz:broke multiple bones in his body. But the niece did the
Jay Berkowitz:research, and she filled out the chat on the website, and we
Jay Berkowitz:asked her why, she said, Well, it wasn't my case. And she just
Jay Berkowitz:started talking like, hey, my uncle's injured, she was not
Jay Berkowitz:going to call. She was never going to fill out a form,
Jay Berkowitz:because it wasn't her case. She didn't want to spam, as she
Jay Berkowitz:explained it, right, very important that you've got a
Jay Berkowitz:great chat on your website, and there's a number of great chats,
Jay Berkowitz:like intake or chat, which actually uses AI and it
Jay Berkowitz:interacts with you and it answers your questions. We have.
Jay Berkowitz:Intake, or if you want to have a quick look at it on our website
Jay Berkowitz:at 10 Golden rules.com, I'm sure everybody's seen these now, and
Jay Berkowitz:you see a video of me saying, Hey, how can I help you? And
Jay Berkowitz:then it walks you through. What are you looking for? Are you
Jay Berkowitz:looking for a website? Are you looking for SEO? Are you looking
Jay Berkowitz:for pay per click? Are you looking for other? What industry
Jay Berkowitz:are you in? Are you in legal? Are you and other and so it
Jay Berkowitz:walks them through same thing with a car accident, were you
Jay Berkowitz:injured? Were you at fault? Did you seek medical treatment? And
Jay Berkowitz:it answers those questions. And then it says, Would you like to
Jay Berkowitz:speak to an attorney? And it'll connect you to the call, so that
Jay Berkowitz:the second and most important thing, number one, phone number
Jay Berkowitz:prominent, number two, have a good AI chat function on the
Jay Berkowitz:website, because some people are never going to call and some
Jay Berkowitz:ill out a form. So you've got:Jay Berkowitz:to 20% more leads if you have a really good AI chat on the
Jay Berkowitz:website.
Tim Sawyer:Smart. Now, I got a question for you, a little bit
Tim Sawyer:on topic, but a little bit out there. So there's this idea I go
Tim Sawyer:to shows a lot, as you know, trade shows, and I've seen a
Tim Sawyer:couple presentations around using AI avatars for intake,
Tim Sawyer:like, not just the chat, like, legit, Hi. I'm Steve, oh, my
Tim Sawyer:God, you were in a car crash. Are you okay? And it's AI. What
Tim Sawyer:are your thoughts on that? Are we ready for that? Or,
Jay Berkowitz:I think we're ready for testing. And we're
Jay Berkowitz:testing, we're testing at 10 golden rules, and we're testing
Jay Berkowitz:with some of our clients. And look, here's a simple fact, Tim,
Jay Berkowitz:and you know this better than anyone, the AI is going to be
Jay Berkowitz:better than humans at most functions. And I'll give you a
Jay Berkowitz:simple stat, I think, with Siri. If you remember when, like Siri
Jay Berkowitz:first came out on the Apple phones, she got it wrong a lot
Jay Berkowitz:of times, but slowly and slowly, she got better and better. And
Jay Berkowitz:if Siri can hear okay, she's, I believe somewhere in the 94 to
Jay Berkowitz:95% accurate. Wow, the best human transcriptionists are only
Jay Berkowitz:93% accurate. So what happens is the AI learns and gets better
Jay Berkowitz:and gets get better and gets better. Let's talk about the AI
Jay Berkowitz:chat we mentioned earlier, or even the AI on the phone. When
Jay Berkowitz:they start out, they're going to be 80% accurate, than 85% and
Jay Berkowitz:they're going to train them, and they're going to teach them, and
Jay Berkowitz:they learn from doing, and they learn from code and training.
Jay Berkowitz:Literally, it's you're trading them to get better and better.
Jay Berkowitz:And when they answer a question wrong, you give them the right
Jay Berkowitz:answer. And so what happens is they get to that 95 96% level.
Jay Berkowitz:Now people say, well, humans are better. I would argue they're
Jay Berkowitz:not, and we know they're not, and here's why they're not. Your
Jay Berkowitz:best sing single best intake person is probably 95% like when
Jay Berkowitz:they hear and they interpret correctly and they had a good
Jay Berkowitz:night's sleep and their kid's not screaming in the next room,
Jay Berkowitz:they're probably pretty darn good at showing empathy,
Jay Berkowitz:representing the firm, giving them a good promise for how the
Jay Berkowitz:firm's going to handle the case, telling them about how many
Jay Berkowitz:cases the firm has handled, and convincing them to come on board
Jay Berkowitz:as a client. That's your single best intake person performing at
Jay Berkowitz:their best. But the AI can get better and better if you hire a
Jay Berkowitz:new intake person. They don't have the years of training of
Jay Berkowitz:this person, and we listen to a lot of calls. I'll tell you
Jay Berkowitz:about a really cool AI we're using to do that. And we hear
Jay Berkowitz:over and over and over and over the intake, people make the four
Jay Berkowitz:or five simple things that I mentioned. They make the
Jay Berkowitz:mistake. Someone will call up and say, My daughter was in a
Jay Berkowitz:terrible accident. She's in a coma, and we believe we need to
Jay Berkowitz:seek representation. She wasn't driving. And the person says,
Jay Berkowitz:Can I have your name and number showing no empathy, right? Like
Jay Berkowitz:the basic mistakes. And we hear it over and over and, of course,
Jay Berkowitz:the more advanced mistakes, like not explaining the benefits the
Jay Berkowitz:firm not explaining the next steps, all the key things that
Jay Berkowitz:you should do on an intake. So if you want, I can tell you
Jay Berkowitz:about a really cool AI we use. I would love to hear it. Yeah, so
Jay Berkowitz:this is a really advanced type of use of AI, and a guy named
Jay Berkowitz:Jeff Woods wrote a great book called The AI driven leader, and
Jay Berkowitz:this is where I first heard of this. And it's called the C, R,
Jay Berkowitz:i, t, and it the first thing is context, the second thing is
Jay Berkowitz:role, the third thing is interviewing, and the fourth
Jay Berkowitz:thing is task. And you want to write this down if you're
Jay Berkowitz:listening, because this is really the good stuff, context,
Jay Berkowitz:role, interview, task. So what we did is we designed a custom
Jay Berkowitz:GPT. You always want to make sure this is a paid product,
Jay Berkowitz:whether it's a chat GPT or perplexity or clot or whichever,
Jay Berkowitz:all of them are really, really good. Grok is performing
Jay Berkowitz:exceptionally well these days, so we created a custom AI, and
Jay Berkowitz:we said, the context is, we want you to analyze these 20 phone
Jay Berkowitz:calls to one of our clients in a personal injury law firm, and we
Jay Berkowitz:are going to give you information so that you can be
Jay Berkowitz:one of the. Top intake experts in the world. And we downloaded
Jay Berkowitz:interviews that we did with intake experts on the 10 golden
Jay Berkowitz:rules Internet Marketing for law firms. Podcast. We downloaded
Jay Berkowitz:webinars we did. We downloaded live Q and As we did from our
Jay Berkowitz:stage at the tgr live conference that we do every year. So we
Jay Berkowitz:took a bunch of information, proprietary information. We had
Jay Berkowitz:a couple books, a couple guides we've written for our clients.
Jay Berkowitz:We downloaded all of that into this custom AI GPT, if you will.
Jay Berkowitz:Then we said, role. Okay. First thing is context. Second thing
Jay Berkowitz:is role. So you are now. We want you to read all this
Jay Berkowitz:information, and you're going to become the world's leading
Jay Berkowitz:expert on helping coach intake professionals at personal injury
Jay Berkowitz:law firms. C is context, R is role. I is interview. Okay, now
Jay Berkowitz:I want you to interview me. I want you to ask me five
Jay Berkowitz:clarifying questions, one at a time, to make sure you
Jay Berkowitz:understand the test that I'm looking for. And then the task,
Jay Berkowitz:the task is now, I uploaded these 20 interviews with a
Jay Berkowitz:personal injury law firm. Now again, remember, you can't just
Jay Berkowitz:do this in chat GPT, because that's HIPAA information. You
Jay Berkowitz:have to use AI like a faster outcomes or a paid version of
Jay Berkowitz:these products. We uploaded the 20 calls. We said, Give me the
Jay Berkowitz:things we did right, things we did wrong, some coaching tips,
Jay Berkowitz:some next steps. The results are phenomenal. So it gives you
Jay Berkowitz:here's the things you did right. You know, they greeted the
Jay Berkowitz:person, they asked for their name and number, they had a good
Jay Berkowitz:conversation. They talked about the values of the firm. Here's
Jay Berkowitz:the things they missed, right, the empathy, the telling them
Jay Berkowitz:the next steps. Everybody wants to know what's going to happen,
Jay Berkowitz:talking to them about the results of the firm and the
Jay Berkowitz:benefits of the firm, making it super clear, like the next
Jay Berkowitz:thing, I'm going to get you on the phone with a lawyer. We're
Jay Berkowitz:going to make an appointment on making it super easy for the
Jay Berkowitz:person and giving them confidence that they've called
Jay Berkowitz:the right place. Yeah, and then it's it even offered. It said,
Jay Berkowitz:How would you like me to write a recommended script for this law
Jay Berkowitz:firm? And we've done this with several of our clients now, and
Jay Berkowitz:they've been so, so happy with the information. Because, you
Jay Berkowitz:know, like I said before, your best intake agent probably nails
Jay Berkowitz:four to the five things on every call, but there's no way that
Jay Berkowitz:the new people who are been on in the seat for two weeks can
Jay Berkowitz:perform at that level. And so we're bringing in these AI
Jay Berkowitz:coaches, and the real coaches, the best folks in the business,
Jay Berkowitz:to help the intake professionals get better.
Tim Sawyer:Now, is this a product? Do they have to be so
Tim Sawyer:is this a product that you commercialize? In other words,
Tim Sawyer:you sell.
Jay Berkowitz:It's not. It's in what we Alpha was the first one,
Jay Berkowitz:beta was the next two or three. Now we're rolling it out to our
Jay Berkowitz:clients, but hopefully if somebody else wanted access to
Jay Berkowitz:it, we'd make that available next couple months.
Tim Sawyer:Let me know, because I would love to for our
Tim Sawyer:listeners and for my customers, right? We have a lot of personal
Tim Sawyer:injury customers, lawyers. That's a game changer. Yeah,
Tim Sawyer:it's awesome. That's a game changer. Great. Kudos to you and
Tim Sawyer:your team for coming up with that. That's smart, and we want
Tim Sawyer:to be with the podcast first and foremost. But the faster
Tim Sawyer:outcomes as an entity, we want to make sure that we're
Tim Sawyer:providing as much value as we can, and this sounds like
Tim Sawyer:something that we should absolutely be encouraging folks
Tim Sawyer:take a look at. So keep us, our audience, up to date, and when
Tim Sawyer:you're ready, we'll put it on the website and make sure that
Tim Sawyer:folks can, can love it. Get to you on that
Jay Berkowitz:if I can, can I give you one other quick
Jay Berkowitz:example, C, R, I T, because, like I said, write it down and
Jay Berkowitz:start using it. It's fantastic. I hired a new chief operating
Jay Berkowitz:officer, or what we call an Eos, our integrator. So if you know
Jay Berkowitz:the book traction and the EOS Entrepreneurial Operating System
Jay Berkowitz:there, there's a VI duo, the visionary and the integrator.
Jay Berkowitz:And so I'm the visionary at our company, and we needed a new
Jay Berkowitz:integrator. So I interviewed several candidates, but I use an
Jay Berkowitz:AI called Fathom AI, and it records all of my meetings.
Jay Berkowitz:Fantastic tool. Highly recommend it. Yeah, anyway, for our sales
Jay Berkowitz:meetings, it's great because our my sales system can go back to
Jay Berkowitz:the call where we talked about the pricing or the products that
Jay Berkowitz:the customer is interested in, and just it goes directly to
Jay Berkowitz:that part of the the interview, and you can see the video and
Jay Berkowitz:hear the conversation. It's all transcribed for it. So I use
Jay Berkowitz:this tool called fathom, and it had transcribed all the
Jay Berkowitz:interviews. I downloaded the top five candidates interviews. We
Jay Berkowitz:also use predictive index, which is a hiring tool. It's like a
Jay Berkowitz:personality tool. And there's another AI I use called Crystal
Jay Berkowitz:nose. This one's amazing. It reads someone's DISC profile,
Jay Berkowitz:the D, I, S, C profile, it reads their DISC profile from LinkedIn
Jay Berkowitz:and other online sources, and it has an advanced product called a
Jay Berkowitz:playbook. And the playbook looks at their desk and my disc, and
Jay Berkowitz:it tells me how we would work together to. Based on our disc
Jay Berkowitz:profiles. So you know where I'm going with this context, Mr.
Jay Berkowitz:GPT. Mrs. GPT. I don't know what you call them. I guess they're
Jay Berkowitz:they them. Yeah, it's for a GPT. So I said GPT. Here's the job
Jay Berkowitz:description. In regards to the book traction, I'm hiring an
Jay Berkowitz:integrator for our EOS operating system. And here's the job
Jay Berkowitz:description, some information about 10 golden rules, which
Jay Berkowitz:they already have because I've uploaded a lot of previous
Jay Berkowitz:information in my private, paid, safe, secure GPT, so not shared
Jay Berkowitz:with their context. Okay, role, I want you to be the world's
Jay Berkowitz:best hiring expert, and I Googled some of the best books
Jay Berkowitz:on hiring and business consulting. I said, like these
Jay Berkowitz:five people interview, I want you to ask me three non
Jay Berkowitz:consecutive questions before you complete the task. I want you to
Jay Berkowitz:rank these candidates based on the criteria in the job
Jay Berkowitz:description. And it was fantastic the results. It's like
Jay Berkowitz:I had someone of your level of expertise, listen to all the
Jay Berkowitz:interviews, read the job description, and spend like five
Jay Berkowitz:hours to give me feedback and rank the candidates. And it
Jay Berkowitz:ranked them. There was a bulleted list on the criteria in
Jay Berkowitz:the job description. It ranked all the candidates from scale of
Jay Berkowitz:one to 10 on the five or six criteria in the job description.
Jay Berkowitz:It made it very, very easy for us to finalize our decision.
Tim Sawyer:Wow, look at you.
Unknown:This is great. And you said you were the guy at the
Unknown:start.
Tim Sawyer:Listen. I talk about some podcasts all the time. The
Tim Sawyer:reason I have a podcast is because I learn more in these
Tim Sawyer:3040, minute interviews than which is great, right? Because
Tim Sawyer:I'm talking to influential people who are educated in this
Tim Sawyer:stuff, and I'm relatively new, maybe a year into the legal
Tim Sawyer:profession. But I'm expediting my learning curve by hanging out
Tim Sawyer:with people like you and my by virtue of that, my listeners
Tim Sawyer:too. So it's awesome. So as we wind down, we got to wind down
Tim Sawyer:one minute. What's coming up for 10 golden rules in the next six
Tim Sawyer:months, the show. What's going on with the show, and how can
Tim Sawyer:people reach out to you and get a hold of you and talk about all
Tim Sawyer:the amazing things you're doing?
Jay Berkowitz:Yeah, we'd love to see everybody at tgr live
Jay Berkowitz:growth strategies for law firms. That's our conference, and Tim
Jay Berkowitz:d hopefully you'll be back in:Jay Berkowitz:we've confirmed the dates, march 16 and 17th in beautiful Delray
Jay Berkowitz:Beach, Florida at the opal grand we're back there. The location
Jay Berkowitz:is fantastic. It's fun right on the ocean in Delray Beach, which
Jay Berkowitz:is super cool. There's about 100 restaurants right on Atlantic
Jay Berkowitz:Ave. We call it the Ave. And so if you haven't been to that
Jay Berkowitz:area, it's super cool. Del Rey's in between West Palm Beach and
Jay Berkowitz:Fort Lauderdale, if you don't know the area, what's coming up
Jay Berkowitz:next for 10 golden rules is actually something you helped me
Jay Berkowitz:with a lot. And I want to thank you for clarifying that there's
Jay Berkowitz:three legs to our stool, if you will. We have three phases of
Jay Berkowitz:the business that we help people with. We talked a lot today
Jay Berkowitz:about attract, which is the first phase, which is helping
Jay Berkowitz:generate leads, and I talked a little bit about our AI product
Jay Berkowitz:that's helping with conversion. With intake, we have another
Jay Berkowitz:intake product called tgr boomerang. If a client misses a
Jay Berkowitz:call or someone fills out a form on the website, they get an
Jay Berkowitz:immediate text to their intake department. So that's a
Jay Berkowitz:proprietary technology called tgr Boomerang, like this little
Jay Berkowitz:Australian toy over my shoulder. So phase one is a track. Phase
Jay Berkowitz:two is we do a lot of work to help convert at a much higher
Jay Berkowitz:level. And phase three, we call five star operations, and we do
Jay Berkowitz:a lot of work with our clients to make sure that they treat
Jay Berkowitz:their prospects like like a five star hotel. And when you show up
Jay Berkowitz:at the Four Seasons or the Ritz Carlton for some of these fancy
Jay Berkowitz:legal conferences, they know your name, and they're Oh,
Jay Berkowitz:welcome back, Mr. Berkowitz receptions over here, and we'll
Jay Berkowitz:be happy to get your room set up. I'm going to take your
Jay Berkowitz:luggage directly to your room. And they already know your room.
Jay Berkowitz:They already know your preferences. They've got the
Jay Berkowitz:feather pillows, right? So we want to treat people like that
Jay Berkowitz:the minute that they call the law firm all the way through the
Jay Berkowitz:experience, so that we get more five star Google reviews and
Jay Berkowitz:more great referrals. Referrals are really the lifeblood of
Jay Berkowitz:every law firm, so we do a lot of work at 10 golden rules to
Jay Berkowitz:help our clients deliver that five star service and get more
Jay Berkowitz:Google reviews and get more referrals. And there's four or
Jay Berkowitz:five products that we have in that phase So phase one,
Jay Berkowitz:attract, phase two, convert phase three, five star
Jay Berkowitz:operations and solve we really say we do growth strategies for
Jay Berkowitz:law firms. We don't only do digital marketing, although
Jay Berkowitz:we're very, very good at that.
Tim Sawyer:I love that. So 10 golden rules. The show is March
Tim Sawyer:16, 17th. Faster outcomes will be there. We're definitely going
Tim Sawyer:to be excited, pumped about that, for sure. What's the
Tim Sawyer:website people want to
Jay Berkowitz:get ahold of you? Oh, well, everything's on 10
Jay Berkowitz:golden rules. T e n golden rules. We also own one zero
Jay Berkowitz:golden rules. And I'm Jay Berkowitz, and all the social
Jay Berkowitz:media, LinkedIn, I love to connect with you, Facebook,
Jay Berkowitz:Twitter, etc. Amen.
Tim Sawyer:Jay, I really appreciate you taking the time
Tim Sawyer:today. Wanted this was awesome. I knew it was going to be
Tim Sawyer:awesome. I was psyched about this. I woke up early today, did
Tim Sawyer:my prep work, ready to go. We always appreciate folks
Tim Sawyer:listening to the podcast. Appreciate your ongoing support
Tim Sawyer:and share if you can, and we'll get this out soon. Jay,
Tim Sawyer:everyone's going to be psyched about this. I was psyched about
Tim Sawyer:this. I try to my energy was high as it could be today.
Tim Sawyer:Totally psyched, grateful. Thank you to our listeners, and we'll
Tim Sawyer:see you again two weeks. You.