Episode 46 - Legal Intake Optimization With Kerri Coby White

Episode 50 - AI and HIPAA Compliance With Steve Goulet

AI and HIPAA Compliance: Governance, Observability, and Human-in-the-Loop Safeguards On Legal Marketing Radio, the host interviews Steve Goulet, a healthcare technology executive with 20+ years' experience, about using AI in healthcare while staying HIPAA-compliant. Goulet emphasizes AI must remain a tool with a human in the loop and should not independently make clinical decisions due to hallucination risk and unclear regulatory alignment. He describes AVI's AI uses—operational AI, ambient listening scribes integrated with the EHR, and a custom support bot for the website and patient/support portals—plus moving to Claude Enterprise under a BAA for enterprise controls and observability. He stresses auditable monitoring, data retention, guardrails to limit PHI exposure, and minimizing third-party data sharing by hosting an open-source stack internally. The discussion covers prompt injection risks, system prompts, automated testing using prompt libraries and tools like LangFuse/LangSmith, DevOps-style release practices, and cautious, state-by-state regulatory engagement for emerging interfaces like digital human avatars. 00:00 AI and HIPAA Overview 00:11 Meet Steve Goulet 02:01 AI as Tool Not Clinician 07:08 Building Compliant AI Stack 09:50 PHI Control and Vendors 13:09 Auditability for Small Teams 16:35 Testing and Guardrails 20:13 Prompt Injection Risks 23:21 System Prompts and DevOps 27:26 Regulatory Caution and Litigation 29:43 Digital Human Avatar Plans 31:59 Wrap Up and Next Steps

Episode 49 - The AI-Augmented Law Firm With Eric Romano

AI in Legal Practice and Marketing: Eric Romano on Adoption, Workflow, and Emerging Liability Trends Host Chip LaFleur interviews Eric Romano of Romano Law Group about how AI is being adopted in legal practice and AI-powered marketing tools. Romano describes his long-standing focus on technology and revisits predictions he made in 2016, including the rise of "digital attorneys" (inspired by IBM Watson), autonomous vehicles shifting negligence claims toward product liability, and the "internet of things" driving discovery of wearable-device data in injury litigation; he also expects growing drone and passenger-drone liability. LaFleur shares an earlier predictive-analytics model for PI intake and notes how quickly websites and campaigns can now be launched with AI. Romano explains current AI uses in his practice: generating initial drafts, summarizing and querying large document sets, and brainstorming, while emphasizing review, guardrails, and leading teams through change resistance by demonstrating AI's efficiency and quality benefits. 00:00 Welcome and Guest Intro 00:57 Why Tech Matters Now 01:54 2016 Predictions and Watson 03:57 Predictive Analytics in PI 05:49 Autonomous Cars and Liability 07:47 IoT Data in Discovery 08:32 Drone Claims and New Niches 09:34 AI Powered Marketing Sites 11:34 Building Sites from Transcripts 12:52 How Eric Uses AI Daily 14:42 Claude Tools and Cowork 18:00 Training Teams and Guardrails 23:06 Never Stop Learning Wrap Up

Episode 48 - AI, Security, and Sustainability With Andrew Crosley

Bridging Legal Workflows with AI: Insights from Andrew Crosley In this episode of Legal Marketing Radio, Andrew Crosley from Crosley Law Firm discusses the integration of AI tools in legal workflows. As an intake coordinator and legal AI implementer, Andrew shares insights on building secure AI systems for law firms, focusing on automating processes and enhancing efficiency. Highlights include projects like a call intelligence system and a system referencing Texas legal codes, addressing security concerns, and the benefits of local vs. cloud AI models. The discussion also covers the importance of familiarizing staff with AI tools and the potential of new technologies in transforming legal operations. 00:00 Introduction to Legal Marketing Radio 00:05 Meet Andrew Crosley: Legal AI Innovator 00:47 AI Tools for Law Firm Optimization 02:46 Ensuring Security in AI Implementations 04:26 Local vs. Cloud AI Solutions 09:34 Voice to Text Innovations 11:56 Building and Integrating AI Tools 13:08 Advice for Law Firms on AI Adoption 14:55 Learning and Using AI Development Tools 18:08 Conclusion and Final Thoughts

Episode 47 - Inside Connectionology: Key Takeaways from "Depositions Are Trial" With Ginger Jirik

Exploring the Unique Experience of Connectionology Seminars with Ginger Jirik In this episode of Legal Marketing Radio, host Chip LaFleur sits down with Ginger Jirik, the Executive Director of Connectionology Seminars of America. They delve into the unique aspects of Connectionology, including its history, growth, and the intimate nature of its seminars which foster deep networking opportunities. Ginger highlights upcoming events in Sun Valley, Idaho, and Italy, and introduces a new initiative—the Pain, Injury, and Damages Institute, set to launch in 2026. The discussion also touches on the pivotal role of technology and AI in modern legal practice and conference organization. 00:00 Welcome to Legal Marketing Radio 00:03 Introduction to Ginger Jirik and Connectionology 01:05 The Origins and Growth of Connectionology 02:29 Upcoming Events and Conferences 03:32 The Value of Intimate Conferences 06:54 Incorporating AI and Technology 09:32 Behind the Scenes of Organizing Conferences 13:57 Future Plans and Exciting Announcements 16:44 Conclusion and Farewell

Episode 46 - Legal Intake Optimization With Kerri Coby White

Optimizing Legal Intake with Kerri Coby White: Insights from The Law Firm Growth Machine In this episode of Legal Marketing Radio, Chip LaFleur interviews Kerri Coby White, CEO of Kerri James and author of 'The Law Firm Growth Machine.' With over a decade of experience helping law firms enhance their intake, business development, and growth strategies through data and technology, Kerri shares her journey from education to marketing for law firms. They delve into the importance of optimizing legal intake, the role of empathy and human-centered design, and the impact of AI on marketing and intake processes. Kerri also discusses her transition from teaching to marketing, her innovative intake system, and the critical role of data in driving sustainable growth for law firms. Tune in to gain valuable insights on transforming legal intake into a competitive advantage and learn about Kerri's book, which provides practical strategies for law firm growth. 00:00 Introduction to Legal Marketing Radio 00:42 Meet Kerri Coby White: From Educator to Legal Marketing Expert 02:31 The Role of AI in Modern Marketing 16:32 The Importance of Empathy in Client Interactions 20:08 Practical Tips for Improving Legal Intake 23:28 Conclusion and Final Thoughts