PEAK PRACTICE
Peak Practice is a community that delivers expert industry insights on how to scale, streamline, and accelerate personal injury law practices. By providing knowledge and resources on law firm operations, marketing, and business growth, Peak helps personal injury attorneys gain a competitive edge. As the leader in lien resolution, Synergy partners with firms to eliminate settlement bottlenecks, optimize client outcomes, and drive greater profitability—so you can focus on securing justice. Join the community here and discover how partnering with Synergy helps you achieve Peak Practice.
Below are our Synergy InSights on all things related to Peak Practice.
If you’re still betting your firm’s future on TV ads and sporadic SEO check-ins, it’s time to rethink your strategy.
In my latest episode of the Trial Lawyer View by Synergy podcast, I sat down with Kevin Daisey, founder of Array Digital l and host of the Managing Partners Podcast. Kevin’s spent over a decade helping personal injury law firms turn digital marketing from an expense into a true driver of growth—and what he had to say might surprise you.
Here’s what innovative firms are doing (and what lagging firms are missing):
1. SEO Isn’t a Line Item, It’s Your Reputation
Kevin made a critical point: SEO isn’t just your blog strategy. It’s every digital footprint you leave—from Google reviews to attorney bios to news mentions. When someone Googles your firm after a referral (and they will), what they find is your first impression.
Takeaway: Don’t outsource your brand. Partner with your marketing team to build content that sounds like you—not a keyword-stuffed robot.
2. Video Builds Trust Faster Than Words Ever Will
Most PI firms still resist video because it feels uncomfortable or unnecessary. But Kevin argues it’s essential: “People want to see and hear you before they call. They’re hiring a person, not just a firm.”
His top tip? Use simple, raw video to answer common client questions—then put it on your website, YouTube, and even LinkedIn. Think less “walking the courthouse steps” and more “talking like a human.”
3. Reviews Are Gold, Until Google Deletes Them
Yes, that happened. In a recent glitch, Google accidentally wiped out hundreds of real reviews for law firms. Kevin’s agency was one of the first to flag it—and luckily, Google restored most of them.
What does this mean for your firm? Treat reviews like a vital asset. Audit them regularly. Create a repeatable process for collecting them. And don’t assume they’ll always be there without effort.
4. Want Better Ads? Start With Better Landing Pages
One of Kevin’s biggest frustrations? Firms spending big on ads that dump visitors onto generic, outdated pages. The result? High cost per click, low conversions, and even lower trust.
Pro tip: Build dedicated pages for each ad campaign. If you’re running truck accident ads, your landing page should speak only to truck accident victims—with tailored language, trust signals, and a clear next step.
5. Don’t Compete with Big Firms, Outsmart Them
In competitive markets, going head-to-head with giants isn’t realistic. But Kevin believes nimble firms can carve out wins by being strategic.
Start with your office location (proximity to your audience matters for local SEO), invest in high-intent content (answer questions no one else is), and lean into platforms like LinkedIn where authority can still be earned without a massive budget.
6. Yes, AI Can Help, But Don’t Let It Write for You
AI tools can be great for repurposing long-form content, slicing video clips, and scheduling social posts. But Kevin’s advice is clear: “Don’t let AI touch your core messaging. Use it to save time, not replace your voice.”
The Bottom Line: Client Experience Is Marketing
At the end of our conversation, Kevin said something that stuck with me:
“Marketing is the front of the house—but if intake, communication, and empathy fall apart after that first call, it all fails. Great marketing can’t save bad service.”
That’s a truth every personal injury firm should take to heart.
💡 Ready to build a more effective, modern marketing engine?
🎯 Why This Matters to the Peak Practice Community
If you’re serious about growing your PI practice, Kevin’s episode is a must-listen. And that’s what we’re building at Peak Practice, a space where growth-minded trial lawyers can learn what it really takes to scale, optimize, and lead high-impact firms.
Whether it’s outsourcing lien resolution to free up your internal team or finally implementing the marketing plan you have been putting off, the lesson is the same:
Stop thinking like a lawyer who owns a practice.
Start thinking like a CEO building a company.
That’s what Peak Practice is all about—learning from leaders like Kevin who’ve done the hard work of building out marketing plans for personal injury firms like yours.
🔗 Ready to Think Differently About Your Practice?
If you’re a trial lawyer who’s hungry to scale and grow your firm, this episode is for you.
🎧 Listen to the full conversation on Trial Lawyer View here: https://triallawyerview.com/podcast/kevin-daisey/
📩 Subscribe to the Peak Practice newsletter for more content like this
🗣️ Join the conversation in our growing LinkedIn community
🔗 Want more insights like this?
If you’re a personal injury lawyer ready to scale, streamline, and step into your role as CEO, let’s talk. Join the Peak Practice Community, and learn how synergy. can help you eliminate settlement bottlenecks, resolve complex liens, and maximize recoveries. Learn more here: https://partnerwithsynergy.com/peak-practice/
If you want to grow and scale your law firm more effectively, consider partnering with Synergy for lien resolution. Learn more at: https://partnerwithsynergy.com/liens/
What separates a firm that scales from one that stalls?
That’s the question I posed to Perry Schneider, a seasoned lawyer who is part of one of the largest personal injury firms in Michigan, the Mike Morse Law Firm , and a senior business coach at Fireproof Performance.
In our conversation on the Trial Lawyer View by Synergy podcast, Perry gave us a candid look into the real levers that fuel law firm growth. And it’s not what you might expect.
Here are a few of the most impactful takeaways from our discussion, things you can apply today if you’re ready to scale with intention:
🔢 1. Know Your Numbers or Risk Everything
One of the biggest insights? Growth doesn’t start with more marketing. It starts with metrics. Most personal injury lawyers don’t go into the profession thinking about KPIs, forecasting, or operational dashboards. But Perry made it clear: firms that treat their case inventory like a business asset are the ones that avoid bottlenecks, staffing crises, and missed growth opportunities.
“You’ve got to know your numbers to steer the firm,” he said. “Otherwise, you’re flying blind.”
📞 2. Intake Isn’t Just a Department, It’s a Strategy
The Morse firm radically rethought its intake process, especially during the pandemic. They created a “claims verification” buffer team to vet new cases more thoroughly before passing them to operations. The result? Fewer cases bogging down seasoned case managers, more time for client engagement, and better-quality files moving through the system. This is a case study in what operational innovation really looks like in a PI firm.
💡 3. Scaling Isn’t Just Hiring Faster, It’s Hiring Smarter
One of Perry’s most counterintuitive lessons: don’t rush to hire. Slow down and hire people who fit your core values—and train them your way. Retention, culture, and client results all hinge on building a team that actually works well together—and knows your systems.
“I’d rather take someone with the right traits and build them from the ground up than take someone ‘experienced’ and inherit their bad habits,” Perry shared.
📊 4. You Can’t Grow What You Don’t Measure
Every person in the firm should have a number. This was a powerful reminder that law firms aren’t immune to performance management. Whether it’s tracking how many cases an intake rep converts or how many demands a paralegal sends, firms that grow sustainably tie actions to outcomes. It’s not micromanagement. It’s leadership.
🧭 5. Vision Is the Start, Not the End
At Fireproof, Perry helps firms define a 10-year vision and work backward. But what makes it effective is not just the vision, it’s building systems, people, and KPIs that support it.
And perhaps most importantly: helping founders let go. Many law firm owners are still “the bottleneck,” caught in every decision. Perry’s challenge? Help them spend more time in their sweet spot—and less time doing work that others could own.
🎯 Why This Matters to the Peak Practice Community
If you’re serious about growing your PI practice, Perry’s episode is a must-listen.
And that’s what we’re building at Peak Practice, a space where growth-minded trial lawyers can learn what it really takes to scale, optimize, and lead high-impact firms.
Whether it’s outsourcing lien resolution to free up your internal team or finally implementing the dashboard you have been putting off, the lesson is the same:
Stop thinking like a lawyer who owns a practice.
Start thinking like a CEO building a company.
That’s what Peak Practice is all about—learning from leaders like Perry who’ve done the hard work of transformation and are generous enough to share the real story behind the results.
🔗 Ready to Think Differently About Your Practice?
If you’re a trial lawyer who’s hungry to scale and grow your firm, this episode is for you.
🎧 Listen to the full conversation on Trial Lawyer View here: https://triallawyerview.com/podcast/perry-schneider/
📩 Subscribe to the Peak Practice newsletter for more content like this
🗣️ Join the conversation in our growing LinkedIn community
🔗 Want more insights like this?
If you’re a personal injury lawyer ready to scale, streamline, and step into your role as CEO, let’s talk. Join the Peak Practice Community, and learn how Synergy can help you eliminate settlement bottlenecks, resolve complex liens, and maximize recoveries. Learn more here: https://partnerwithsynergy.com/peak-practice/
If you want to grow and scale your law firm more effectively, consider partnering with Synergy for lien resolution. Learn more at: https://partnerwithsynergy.com/liens/
When Kimberly Dube joined Rob Levine Law 14 years ago, the firm had just 16 employees. Today, it’s grown to over 250. That kind of growth doesn’t happen by accident—it comes from rethinking what a personal injury firm can be. Most law firm owners still think in terms of “practice.” Kimberly thinks in terms of “company.”
And that mindset shift? It’s the reason her firm has scaled, systematized, and stayed profitable, even in a post-COVID world where the rules of team building, tech adoption, and client experience have all changed. In this episode of the Trial Lawyer View by Synergy podcast, I sat down with Kimberly to unpack the specific operational strategies she has used as COO of that firm that fueled the firm’s success. What she shared wasn’t theory, it was a blueprint.
Here are 5 key takeaways you don’t want to miss:
1. Weekly 1-on-1s Aren’t a Luxury, They’re the Engine 👥🔑
Kimberly implemented weekly one-on-one meetings across the entire firm, from entry-level roles to attorneys and managers. These regular check-ins reduced turnover, improved team communication, and gave leaders a real-time pulse on morale, performance, and process gaps. “You’re meeting with someone who’s done the job. Who can say, ‘How are you today?’ That’s powerful.”
2. Dashboards Make Problems Obvious and Fixable 📊🛠️
She’s obsessed with dashboards, and for good reason. With live data visualizations, she can immediately spot bottlenecks, whether it’s medical records delaying a case or settlement sheets stalling disbursement. Dashboards mean fewer surprises. And faster decisions.
3. Training Isn’t Optional, It’s Culture 🎓🏗️
Forget the “sink or swim” model. New hires at Rob Levine Law go through structured academies with both written and self-guided testing. Then they’re onboarded in stages, not buried under 100 files on day one. The result? Lower attrition, better performance, and a team that actually knows what they’re doing.
4. Growth Requires You to Let Go 🧠📤
Kimberly’s advice for firm owners looking to scale? Get honest about what you love doing, and what’s draining your time. If you’re not great with finances, reporting, or admin, outsource it. Hire fractional talent. Join a mastermind. Create a business plan that treats your firm like the company it is, not just a case factory.
5. Tech Isn’t the Future, It’s Now 🤖⏱️
Her team uses AI to process incoming mail, RingCentral integrations to ensure every client call gets returned, and Hona to give clients real-time case status updates (think: Domino’s pizza tracker, but for personal injury). These tools don’t just create efficiency, they create trust.
Kimberly’s Final Thought?
“Don’t be afraid to kill bad ideas. Ask more questions. Pivot when needed. The worst thing you can do is stick with ‘the way we’ve always done it.’”
🎯 Why This Matters to the Peak Practice Community
If you’re a trial lawyer who wants to grow—but not just grow, scale—this is the kind of playbook worth studying. Whether it’s outsourcing to free up your internal team or finally implementing the dashboard you’ve been putting off, the lesson is the same:
Stop thinking like a lawyer who owns a practice.
Start thinking like a CEO building a company.
That’s what Peak Practice is all about—learning from leaders like Kimberly who’ve done the hard work of transformation and are generous enough to share the real story behind the results.
🔗 Ready to Think Differently About Your Practice?
If you’re a trial lawyer who’s hungry to scale and grow your firm, this episode is for you.
🎧 Listen to the full conversation on Trial Lawyer View here: https://triallawyerview.com/podcast/kimberly-dube/
📩 Subscribe to the Peak Practice newsletter for more content like this
🗣️ Join the conversation in our growing LinkedIn community
🔗 Want more insights like this?
If you’re a personal injury lawyer ready to scale, streamline, and step into your role as CEO, let’s talk. Join the Peak Practice Community, and learn how synergy. can help you eliminate settlement bottlenecks, resolve complex liens, and maximize recoveries. Learn more here: https://partnerwithsynergy.com/peak-practice/
If you want to grow and scale your law firm more effectively, consider partnering with Synergy for lien resolution. Learn more at: https://partnerwithsynergy.com/liens/
If you’ve ever resolved a self-funded ERISA lien on your own, you know it’s rarely straightforward. In fact, it’s often the most difficult type of healthcare lien you’ll face as a trial lawyer or paralegal. The rules are different, the law is harsh and you are up against wily recovery contractors. The stakes are high. And without the right strategy, or the right documents, you can quickly find yourself in a losing negotiating position.
What Makes ERISA So Dangerous?
The Employee Retirement Income Security Act (ERISA) governs most employer health plans. If a plan is self-funded, ERISA preempts state law entirely, including your usual made-whole or anti-subrogation arguments. Once an ERISA plan asserts reimbursement rights, they often cite Sereboff and McCutchen, two U.S. Supreme Court decisions that cemented their ability to recover directly from your client’s settlement, even if it wipes out the net recovery. You may not even be able to assert equitable defenses if the plan terms are airtight.
Five Real-World Tips for Navigating Self-Funded ERISA Reimbursement
- Get the Plan Documents (All of Them). Use 29 U.S.C. §1024(b)(4) to demand the master plan document and summary plan description. Don’t accept summaries or partial PDFs from a TPA.
- Use the $110/Day Penalty as Leverage. If the plan administrator fails to produce requested documents under 1024(b)(4) within 30 days, they may be liable for statutory penalties—potentially your only bargaining chip in a self-funded plan.
- Check Form 5500. Determine whether the plan is self-funded or insured. Box 9 is critical. If both “general assets of the employer” and “insurance” are checked, you’ll need to dig deeper into the attached schedules and review all plan documents to determine funding status.
- Closely Examine Plan Language. Even valid ERISA plans can lose recovery rights if the plan’s reimbursement provisions aren’t written tightly enough. A good lien resolution expert will spot weak or unenforceable provisions in the plan.
- Determine if Equitable Doctrines Apply “Made whole,” “common fund,” and similar doctrines may not apply unless the plan language leaves room for them. Courts won’t rewrite ERISA contracts for equity’s sake.
Why Trial Lawyers Should Outsource ERISA Lien Resolution
ERISA liens aren’t the kind of lien you want your firm handling without backup. Here’s why outsourcing them to specialists isn’t just smart, it may be essential. Why? ERISA lien recovery contractors are very aggressive in their efforts to collect from your client’s settlement. You are often going up against massive vendors with entire departments dedicated to collection.
Here’s what an experienced lien resolution partner brings to the table:
- 🎯 Deep expertise in ERISA law and plan analysis
- 🧩 Access to plan document retrieval tools
- ⚔️ Negotiation strategies built on thousands of resolved cases and hundreds of years of subrogation experience.
- 💼 Risk mitigation, keeping your practice safe from ERISA lien litigation
Avoid Traps. Maximize Recovery.
Trial lawyers are often caught between a rock and a hard place—protecting the client’s recovery on one side and dealing with ERISA law on the other. Outsourcing ERISA lien resolution gives you and your team:
- More bandwidth to focus on what is important
- A stronger position when negotiating with plan reps
- Confidence that you’re in compliance with complex federal law
⬇️ Message synergy. to get a FREE copy of the ERISA Lien Checklist (PDF)
📩 Want to offload your ERISA headaches and protect your client’s settlement? Let’s talk. Learn more at: https://partnerwithsynergy.com/liens/
🔗 Want more insights like this?
Join the Peak Practice Community, and learn how Synergy can help you eliminate settlement bottlenecks, resolve complex liens, and maximize recoveries. Learn more here: https://partnerwithsynergy.com/peak-practice/
#ERISA #LienResolution #Outsourcing #PartnerWithSynergy #PeakPractice
What do drumming, yoga, and multigenerational lawyering have to do with winning trials?
More than you might think.
In a recent episode of the Trial Lawyer View by Synergy podcast, I sat down with two dynamic voices in the San Diego legal scene—Eric Ganci, a powerhouse courtroom advocate with a background as a professional drummer and certified yoga teacher and David Casey III, third-generation trial lawyer at CaseyGerry Trial Lawyers.
On the surface, they’re litigators. But under the surface? They’re redefining what it means to be fully present in trial work—and how integrating creativity, self-awareness, and discipline outside the courtroom can shape performance inside it.
🎧 Tune Your Energy Like a Trial Instrument
Eric Ganci describes trial law like a performance: the energy in the room, the tempo of your delivery, and the awareness of your “audience”—the jury—can make or break a case. His drumming background taught him how to read a room, know when to pause, and even modulate tone to guide juror emotion.
It’s not about theatrics. It’s about connection.
He said it best: “So many lawyers are linear. But when we focus only on the witness, we miss the jury. Presence is everything.”
That’s a perspective trial lawyers don’t hear enough—but desperately need to.
🧘♂️ The Power of Presence: What Yoga Taught a Litigator
Eric’s yoga practice feeds directly into his approach to law. Being fully grounded in the moment isn’t just a wellness concept—it’s a strategy. In high-stakes litigation, the ability to pause, breathe, and respond (not react) can mean the difference between persuasion and confusion.
That sense of presence isn’t just about you—it’s about attunement to every person in the courtroom, especially your client. As Eric shared, lawyers are only one part of a much larger, dynamic environment.
🧬 Legacy Meets Innovation: A Fresh Perspective from David Casey III
David brings another dimension to the conversation—legacy. As a third-generation trial lawyer, he’s carrying forward the CaseyGerry Trial Lawyers name while carving his own path in a changing industry. But he’s not stuck in tradition. He embraces collaboration, creativity, and even co-counseling with friends who are fellow musicians.
Together, David and Eric remind us that the best lawyers aren’t just legal tacticians. They’re performers, connectors, and storytellers.
🎯 Why This Matters to the Peak Practice Community
Peak Practice is committed to helping personal injury lawyers grow firms that are not just profitable—but sustainable, values-driven, and centered on human connection.
This episode touches on several Peak Practice pillars:
- Practice Differentiation: You don’t need to mimic your competitors—you need to lean into what makes you distinct.
- Performance Under Pressure: Whether it’s a closing argument or a live show, your ability to read the room matters.
- Wellness & Longevity: Burnout isn’t a badge of honor. Sustainable growth starts with how you care for yourself.
🔗 Ready to Think Differently About Your Practice?
If you’re a trial lawyer who’s hungry for more than just verdicts—if you’re building something bigger than yourself—this episode is for you.
🎧 Listen to the full conversation on Trial Lawyer View here: https://triallawyerview.com/podcast/eric-ganci-david-s-casey/
📩 Subscribe to the Peak Practice newsletter for more content like this
🗣️ Join the conversation in our growing LinkedIn community
🔗 Want more insights like this?
If you’re a personal injury lawyer ready to scale, streamline, and step into your role as CEO, let’s talk. Join the Peak Practice Community, and learn how synergy. can help you eliminate settlement bottlenecks, resolve complex liens, and maximize recoveries. Learn more here: https://partnerwithsynergy.com/peak-practice/
If you want to grow and scale your law firm more effectively, consider partnering with synergy. for lien resolution. Learn more at: https://partnerwithsynergy.com/liens/
Has this episode provided any new insights about trial preparation or courtroom presence? Reply and let us know—or tag someone who needs to hear it.
#TrialLawyerView #PeakPractice #LawFirmGrowth #PersonalInjuryLaw #MindfulLitigation #LawFirmLeadership
What happens when the personal injury lawyer becomes the client?
That question shaped one of the most brutally open conversations I’ve had on the Trial Lawyer View by Synergy podcast. In this episode, I sat down with Darryl Isaacs of Isaacs & Isaacs Personal Injury Lawyers—yes, The Hammer—who’s known for his bold branding and courtroom tenacity. But what struck me was the story behind the reputation.
In 2015, Darryl was hit by a car while cycling, breaking his neck and suffering life-threatening injuries. A year later, I was hit while cycling too—breaking every bone in my face, jaw wired shut, severe dental injuries and months of recovery. It changed how I view my life and my work. For Darryl? It changed his entire life. And it changed how he runs his law firm.
Here are just a few of the powerful insights we chatted about:
🔁 The Pain That Built Perspective
Darryl’s accident gave him what many trial lawyers spend a career chasing: insight into the journey and incredible empathy. “I had represented thousands,” he told me, “but I didn’t really know what they were going through—until I went through it myself.” That experience now drives everything from how he connects with jurors to how he leads his firm.
🎯 Marketing with Meaning
You might know Darryl as “The Hammer,” but the story behind the slogan “I know what you’re going through” hits even harder. A client who lost her husband told him she hired his firm because, “He gets it. He’s lived it.” That authenticity isn’t a gimmick—it’s a brand built on shared experience, vulnerability, and trust.
❤️ Trial Skills Start with Humanity
Darryl credits Jerry Spence’s trial method and psychodrama with helping him tap into emotional truth in the courtroom. “The only way to create empathy,” he says, “is to first be vulnerable.” He directly takes on opposing counsel. He just tells the truth and connects—and that’s how he gets verdicts.
⚙️ Culture Eats Growth for Breakfast
Building a law firm that scales is tough. Keeping the team aligned as you grow? Even tougher. Darryl admits, “We became a factory at one point. I lost sight of our mission.” Now he focuses on training, values, and making sure each client feels seen—no matter how big the caseload.
📉 The Hammer’s Approach to Tech & Client Experience
From video texting to case updates to hiring a COO, Darryl’s all-in on using tech to elevate service—not replace the human touch. “The hardest thing in the world is getting a case,” he says. “The thing that separates you is how you treat the client once they’ve trusted you.”
👥 Join the Conversation
Join the Peak Practice Community, and learn how synergy. can help you eliminate settlement bottlenecks, resolve complex liens, and maximize recoveries. Learn more here: https://partnerwithsynergy.com/peak-practice/
If you want to listen or watch the Trial Lawyer View by Synergy podcast episode with Darryl Isaacs for even more insights, you can do so here: https://triallawyerview.com/podcast/darryl-isaacs/
If you want to grow and scale your law firm more effectively, consider partnering with synergy. for lien resolution. Learn more at: https://partnerwithsynergy.com/liens/
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📩 Have thoughts or want to share your story? Leave a comment. Let’s build a peak practice—together.
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