AI & Data-Driven Decision Making:
Smarter, Faster, Better
What You Need to Know
- Get a company-owned AI account — don't let employees use personal plans. You need to control organizational settings, usage, and data.
- Claude Cowork operates locally on your machine for better security. The AI is still accessed through the cloud, but the work happens on your device.
- AI can transform messy client intake notes into organized documents, engagement letters, and spreadsheets in seconds — not hours.
- The "SaaS Apocalypse" is here — many tools you pay subscriptions for can now be built by AI. Get someone on your team to start experimenting.
- Use AI to audit your own website and marketing. Ask it what's working, what's not, and how to improve. Be skeptical of the output, but use it as a starting point.
- Be cautious with OpenClaw and similar open-source AI agents — keep them on a separate device, off your work network, and never on a computer with client files.
Topics & Demos
Company accounts, connectors, skills, data protection
Messy notes → organized summary + engagement letter
Local document analysis, discovery docs, spreadsheet creation
Autonomous agents, security risks, website deployment
Website audits, review responses, social calendars, local SEO sites
Meet the Presenters
Chip LaFleur
Presenter · Founder & CEO, LaFleur Marketing
Chip LaFleur is a visionary leader, author, and technologist in digital marketing. Best known for writing Digital Marketing for Law Firms: The Secrets to Getting More Clients and Better Cases, Chip is the founder and CEO of LaFleur Marketing — a Grand Rapids-based growth engine partner nationally recognized for its data-driven, human-centered strategies that help law firms, healthcare organizations, and financial institutions grow with purpose and precision. He has led the development of proprietary AI tools including the AI Knowledge Base, Longest Tail AI, Clear Board, and others. A frequent speaker for the American Marketing Association, GR Tech Week, Spartan Innovations, University of Michigan, and the State Bar of Michigan, Chip is passionate about expanding technology access for underserved communities.
Chad Mance, Esq.
Moderator · Founder, Mance Law Firm
Chad Mance is a trial attorney in Savannah, Georgia, and the founder of the Mance Law Firm. Known as the community's law firm for the injured, he represents victims of car accidents, truck accidents, wrongful death, negligent security, and catastrophic injuries across Chatham, Fulton, and DeKalb counties. Chad is a nationally recognized trial educator, presenting for the National Trialers Summit, Mass Torts Made Perfect, the State Bar of Georgia, and Connectionology. He has been featured on VH1, TV1, WTOC, WSAV, and the Atlanta Journal-Constitution.
Webinar Partners
OnPoint Legal Nurse Consulting
Featuring Patrick Stonich, a nurse with over 21 years of experience in ICU, cardiac ICU, home health, and hospice. OnPoint helps from intake through trial with comprehensive medical expertise.
- Medical chronologies & record retrieval
- Expert witness database (nursing, medical, forensic)
- Life care plans
- Pain & suffering reports
- Medical malpractice case review
HMR
A national funding group operating medical funding in 39 states, HMR has been partnering with Connectionology since day one. They run side-by-side with law firms like a concierge service.
- Medical funding (no interest to client)
- Litigation funding for expert costs
- Pre-settlement funding
- Post-verdict & appeal funding
- Lines of credit for law firms
Anytime AI
Founded by Teddy Wu, PhD — former IBM AI scientist and Pinterest AI engineering leader. Anytime AI's mission is to transform access to justice for every plaintiff, with a platform co-designed with top trial lawyers.
- Secure AI document review (end-to-end encrypted)
- Total Teddy — AI assistant for legal workflows
- Nursing home & medical malpractice case analysis
- Medical knowledge drafting & response generation
- Template-based document automation
Fox AE
Specialists in visual case presentation, Fox AE creates animations and demonstratives that communicate complex cases quickly and effectively. They work with leading trial attorneys nationwide.
- Accident & incident recreation animations
- Medical injury visualizations
- Still-shot illustrations
- 3D medical imaging overlays
- Fox Prime — stock visual library
Audience Questions, Answered
What security measures should lawyers take to limit sensitive disclosure of client data? Asked by Chad Mance
Be sensible about what you share. Don't upload highly confidential documentation. Claude offers a BAA for enterprise clients who require HIPAA coverage. Use company accounts (not personal) — they don't train on your data by default. Cowork adds another layer since work happens locally. And be very cautious with open-source tools like OpenClaw on company devices.
Is there a limit to how many documents you can upload per session? Asked by Safir McPhail
Yes — roughly 15-20 files per chat session. But with Cowork, you can give it access to full directories, which has a much higher practical limit.
Can sharing client data with AI be deemed a waiver of work product or privilege? Asked by Matthew
This is evolving legally. Enterprise agreements with BAAs provide more protection. Local environments (on-premises AI with dedicated hardware) offer another path. The courts are still working through what's copyrightable and how privilege applies. Use judgment and consider enterprise-level protections for sensitive work.
What is the best way to find legal skills for a PI practice? Asked by Leno Ochoa
Within Claude's settings under Skills, there is a legal plugin you can install. It won't turn Claude into an attorney, but it provides a solid body of legal content and instructions. You still need a human in the loop to verify everything.
What other ways would you use AI for marketing aside from website analysis? Asked by Sapphire
Start big-picture: give it your brand guide and website, ask what you should be doing. For quick wins: have Cowork write responses to all your Google reviews, build social media calendars, improve your website schema. For bigger plays: build individual websites for every town in your coverage area, create co-branded sites with referral partners. Things that used to take days now take minutes.
Ready to Grow Smarter?
Contact LaFleur Marketing to explore how AI and data-driven strategies can transform your firm.
or visit lafleur.marketing