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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

Technology/Software

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.

https://fasteroutcomes.com/

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

Thanks for listening!

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Transcript
Jay Berkowitz:

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.