Bressler Risk Blog

As firms adopt AI tools like Microsoft Copilot, they face a new confidentiality challenge: AI can surface sensitive client or matter data from across systems, not just the DMS.

Intapp Walls helps firms secure data wherever it lives, automatically enforcing confidentiality across Teams, SharePoint, file shares, and other collaboration tools. By applying multilayer security and engagement-based context, Walls ensures that both people and AI tools only access information they’re authorized to see.

Learn how to secure your firm’s future: intapp.com/wallsbre-secures-your-future

In this month’s sponsor spotlight for Intapp, they’re highlighting an upcoming series of roundtable discussion events: “The competitive advantage — Compliance in the cloud” —

• Move beyond outdated, on-premises solutions and modernize your compliance infrastructure with cloud-based, AI-enhanced platforms. Join our interactive lunch workshop to learn how to give your teams a competitive edge with Intapp Intake and Intapp Conflicts — solutions specifically designed for the complex and evolving regulatory landscape.
• Explore practical cloud migration strategies, hear success stories from Intapp clients, and discover how your firm can enhance efficiency and risk management with Intapp compliance solutions:
• Mitigate risks with AI recommended actions, guided data entry, predictive risk scoring, real-time monitoring, and automation.
• Accelerate your matter intake and conflicts review processes.
• Enable partners to spend more time on business development and client-facing work.
• Minimize duplicative data entry and manual tasks, so teams can focus on higher-value compliance and client-focused work.
• Improve data quality, strategic decision-making, and reporting capabilities via AI.

We’re bringing this exclusive workshop to five major cities:

• New York City 10/15/2025 12.00 – 2.00 p.m.
• Washington, D.C. 10/16/2025 12.00 – 2.00 p.m.
• Chicago 10/21/2025 12.00 – 2.00 p.m.
• Toronto 10/23/2025 12.00 – 2.00 p.m.
• London 11/4/2025 12.00 – 2.00 p.m.

Secure your spot today.

In this month’s sponsor spotlight for Intapp, they’re highlighting a new blog post: “What’s holding you back? Addressing the fears that prevent firms from moving to the cloud” —

How to persuade skeptical or reluctant colleagues to embrace cloud migration. Migrating software to the cloud is no longer just a tech trend — it’s a strategic business imperative. Cloud-based software offers reduced costs, enhanced security, increased flexibility and agility, and improved business resilience. The cloud is also the only place firms can take advantage of the latest AI functionality and other frequent innovations.

Despite these advantages, you still encounter resistance in convincing your firm colleagues to migrate on-premises software to the cloud. Your peers may present multiple concerns:

• They may dread the hassle and potential disruption of change
• They might have data sovereignty concerns
• They may insist upon proof of ROI

Below we discuss these and other common concerns, how you can accurately and effectively respond, and how Intapp helps you migrate on-premises Intapp software to the cloud.

Read the complete blog post here.

In this month’s sponsor spotlight for Intapp, they’re highlighting the release of their AML/KYC/CDD survey report: “Learn how other law firms approach AML/KYC/CDD compliance: Access our white paper“–

• Discover how law firms worldwide are navigating evolving AML/KYC regulations. Explore key findings from our global survey and learn how your firm compares.
• In this  white paper, we share the findings from our survey of over 30 law firms on their experiences with and approaches to anti-money-laundering (AML), know-your-client (KYC), and customer due diligence (CDD) compliance. Here are just a few of the results from the survey:
  • 65% of firms have been subject to a regulatory visit or inquiry in the past five years, demonstrating increasing regulatory oversight.
  • 68% of firms have undergone third-party reviews from insurers, auditors, or other external entities.
  • Firms managing AML compliance across multiple jurisdictions balance a standard baseline policy with regional/jurisdictional variations
• Our white paper also shares:
  • The processes and team(s) firms have in place to help manage AML/KYC compliance ​
  • What software solutions and third-party data providers firms rely on or plan to implement for AML/KYC/CDD compliance
  • Whether firms operating in unregulated jurisdictions conduct some level of due diligence checking​

To discover insights that can inform your firm’s own approach to compliance, access the complete report here.

In this month’s sponsor spotlight for Intapp, they’re highlighting several upcoming Risk Roundtable events:

• Join Intapp as we host roundtable discussions with your risk and compliance peers across the U.S. We’ll discuss strategies and best practices that your firm can adopt to address key challenges and capitalize on new opportunities, including:

  • Leveraging technology and AI to mitigate risk

  • Meeting evolving legal standards relating to risk and compliance

  • Optimizing lateral onboarding to make a positive first impression and save time

  • Ensuring AML and KYC checks, whether legally required or not, protect your firm’s reputation and comply with relevant laws

• Upcoming event dates and times:

  • Montreal (6/19): 12:00 – 1:30 p.m.
  • Charlotte  (6/24): 12:00 – 1:30 p.m.
  • Atlante (6/25): 12:00 – 1:30 p.m.

For location details and to reserve your spot: Visit Intapp’s roundtable registration page.

In this month’s sponsor spotlight for Intapp, they review their latest Spring software updates, and share a blog post highlighting the value of cloud-based compliance solutions:

“3 ways to drive your law firm’s growth with Intapp cloud-based compliance solutions” —

• Competition in the legal industry is intensifying every year. Efficient client onboarding, meticulous risk management, and reliable compliance enforcement are now critical drivers of your firm’s growth potential. For firms still operating with legacy on-premises solutions, Intapp’s cloud-based compliance suite offers critical advantages that help professionals firmwide contribute to firm growth.
• Intapp’s latest compliance updates address the everyday challenges your professionals face across the firm. These improvements use AI to identify critical information that might otherwise be missed and substantially reduce time spent on administrative tasks. They ensure comprehensive risk screening and terms enforcement, allowing teams to complete processes in fewer steps through intuitive interfaces. More importantly, they enable verified information sharing across your teams with greater confidence and precision.
• Here’s how our latest cloud innovations deliver specific benefits across Intapp Intake, Intapp Conflicts, and Intapp Terms:
  • 1. Accelerated client onboarding that doesn’t sacrifice accuracy
    •  A new user interface and redesigned request form
    • AI persona-driven request summaries
  • 2. Comprehensive risk screening – without the wait
    
    • Better risk assessment through enhanced data integration
  • 3. Client term management that streamlines document review and delivers strategic insights
    
    • AI persona-driven document summaries
    • Enhanced integration with Intapp Billstream
• Cloud delivery that makes a difference
  
  • The advancements described above are possible only through Intapp’s cloud-based solutions. The Intapp cloud infrastructure enables regular updates that bring the latest capabilities without IT intervention and provides seamless integration between products in the Intapp ecosystem. The platform’s architecture provides the foundation for advanced AI capabilities that require cloud-scale processing — while maintaining consistent performance regardless of user location or device. Additionally, the enterprise-grade security and compliance controls ensure that sensitive client information remains protected throughout these streamlined processes.
  • Whether your firm currently uses Intapp’s on-premises products or is exploring new ways to improve compliance, our cloud-based solutions offer clear benefits across your firm. . The combined improvements across Intake, Conflicts, and Terms create a comprehensive solution that supports growth while maintaining the highest standards of risk management and compliance.
• Read more detail about these feature updates and schedule a demo: here.

“Intapp spring release: Spring cleaning for your work processes” —

• Discover the latest innovations from our research and development team

• Intapp Intake

  • Accelerate onboarding with role-based summaries: Shorten review times with AI summaries of intake information.

  • Make intake more efficient for both sides

    Streamline your intake process with our upgraded, modern user interface and redesigned Intake Request Form.

• Intapp Terms

  • Save time with AI-generated summaries

  • Get generative AI summaries of important terms, with the option to tailor summaries by role.

• Intapp DealCloud

  • Find the right deal at the right time

  • Streamline deal origination with a unified platform for sourcing, screening, and tracking opportunities alongside firm data and market intelligence.

  • Experience a refreshed DealCloud interface that offers enhanced clarity and a modernized, more engaging user experience.

• Intapp Walls

  • Protect sensitive information

  • Microsoft Sharepoint extension enhancement

  • Leverage improved performance and security management across applications with our upgraded Microsoft Sharepoint extension for Intapp Walls.

• Intapp Billstream

  • Prevent billing disputes

  • Enforce client billing requirements within prebills.

• Intapp Conflicts

  • Complete conflicts reviews with confidence

  • See hits for sanctions and other adverse information with integrated Moody’s Grid data.

• Intapp Collaboration

  • Break down silos and bring structure to scattered documents and communications

  • Centralize client activity, documents, and tasks in one secure system — so your professionals can access the right information, stay aligned across service lines, and deliver faster, more consistent client service.

Read more about Intapp Spring release updates: here.

In this month’s sponsor spotlight for Intapp, they’re highlighting an upcoming risk resource and a new Risk Roundtable event:

Learn how other law firms approach AML/KYC/CDD compliance: Sign up to receive our white paper

• In a white paper we’ll publish this spring, we’ll share the findings from our survey of over 30 law firms on their experiences with and approaches to anti-money-laundering (AML), know-your-client (KYC), and customer due diligence (CDD) compliance. Here are just a few of the results from the survey:
  • 65% of firms have been subject to a regulatory visit or inquiry in the past five years, demonstrating increasing regulatory oversight.
  • 68% of firms have undergone third-party reviews from insurers, auditors, or other external entities.
  • Firms managing AML compliance across multiple jurisdictions balance a standard baseline policy with regional/jurisdictional variations
• Our white paper will also share:
  • The processes and team(s) firms have in place to help manage AML/KYC compliance ​
  • What software solutions and third-party data providers firms rely on or plan to implement for AML/KYC/CDD compliance
  • Whether firms operating in unregulated jurisdictions conduct some level of due diligence checking​

Sign up to discover insights that can inform your firm’s own approach to compliance.

In this month’s sponsor spotlight for Intapp, they’re highlighting several upcoming Risk Roundtable events:

• Join Intapp as we host roundtable discussions with your risk and compliance peers across the U.S. We’ll discuss strategies and best practices that your firm can adopt to address key challenges and capitalize on new opportunities, including:

  • Leveraging technology and AI to mitigate risk

  • Meeting evolving legal standards relating to risk and compliance

  • Optimizing lateral onboarding to make a positive first impression and save time

  • Ensuring AML and KYC checks, whether legally required or not, protect your firm’s reputation and comply with relevant laws

• Event dates and times:

  • Houston (3/4): 12:00 – 1:30 p.m.
  • St. Louis (3/5): 12:00 – 1:30 p.m.
  • Kansas City (3/6): 12:00 – 1:30 p.m.
  • New York (3/6): 12:00 – 1:30 p.m.
  • Toronto (3/13): 12:00 – 1:30 p.m.
  • Washington DC (3/18): 12:00 – 1:30 p.m.

For location details and to reserve your spot: Visit Intapp’s roundtable registration page.

In this month’s sponsor spotlight for Intapp, I’m pleased to share that I’ve been invited by Intapp to speak on the panel for their upcoming webinar (Thursday, February 6th at 11am ET): “Respond to increasing risk pressure by future-proofing your firm’s compliance technology stack.”

Other speakers include Marie-Claire Le Houerou (Intapp Senior Client Experience Director) and Eric Mosca (Director of Operations at InOutsource).

• I will discuss the increasing challenges firm risk and compliance teams face (drawing on some of the data and responses to my recent risk salary survey, for those curious readers who didn’t participate or secure a copy of the report). I’ll explore what I’ve heard from many of you regarding staffing / resource constraints, risk trends and policy needs, and aspirations for enhancing risk team operational efficiency.
  
  
• Marie-Claire will talk about how technology offers a strategy for effective long-term response. He’ll explore how your existing (and potential) investments in compliance software can help your organization overcome existing constraints, address emerging challenges, and improve your firm’s overall capabilities and effectiveness. He will also share why establishing a solid foundation today will help your organization grow and adapt more easily tomorrow.
  
  
• Eric will provide practical insight on connecting theory with practice. He’ll share real-world stories and offer guidance for firms looking to invest in and enhance their risk technology — including thoughts on evaluating options and setting strategy. He’ll also discussion opportunities for existing Intapp clients to build on their existing investments, addressing key risk operations and challenges, including: mapping your data flow, audit letter workflow automation, staff training, client guideline management, data warehousing risk information, and more.

For more details and to register: Visit Intapp’s website.

It should be an interesting discussion. And I’m looking forward to seeing many familiar names in the virtual room where it happens — and in the Q&A/comment box, please don’t be shy!

In this month’s sponsor spotlight, Intapp is inviting law firm risk leaders and practitioners to participate in its Anti-Money Laundering survey: “Benchmark your law firm’s AML and KYC efforts against others in the industry“

• Intapp is conducting a survey designed to uncover how firms manage and track anti-money-laundering (AML) and know-your-client (KYC) efforts. The findings will serve as a benchmark — helping your firm compare, contrast, and evaluate its own AML and KYC efforts against others in the industry.

For more detail on participating: Complete this form to request the survey.

AML Analysis and Advice:

For those looking for additional detail and thought on responding to evolving AML pressures, see this article from Cindy Mundow, Intapp Practice Group Leader, Risk & Compliance, and Yelena Chervinsky, Intapp Director of Risk Consulting: “A single framework for complying with anti-money-laundering (AML) laws across jurisdictions” —

• “Do any of these situations apply to your law firm?
  • Your firm is subject to varying AML and KYC laws across multiple jurisdictions.
  • Your firm practices across some jurisdictions that are subject to AML and KYC laws, and others that are not.
  • Your firm is not yet subject to any AML or KYC laws.”
• “If you fall into the first or second category, your firm should apply a common framework for complying with AML and KYC laws — then add specific steps as needed to address specific regional requirements. Even if your firm is in the third category, it should still consider voluntarily implementing a framework for several reasons.”
• “Below we look at the core elements of an effective AML and KYC compliance framework as well as additional considerations for specific jurisdictions.”
• “Carrying out AML and KYC checks requires a carefully designed process that enables your firm to gather, review, and store the information necessary to undertake checks before deciding whether to accept a new client or matter.”
• “Your AML/KYC workflow is just one part of a broader client onboarding process and workflow that also involves a data quality review, risk assessment, and conflict review.”
• “With a risk-based approach to client due diligence, your firm should adjust the stringency of its AML and KYC reviews based on the level of risk that a client and matter presents. That is, your firm gathers baseline information on each client and assigns a risk score.
  It is important to develop a sound approach and methodology to risk scoring within your firm because the risk scores guide your firm in dividing its time among review tasks. Risk scores enable you to devote the highest levels of review and priority to high-risk or higher-risk rated clients or matters and less time to low-risk matters.”
• See the complete article: here.