Thank you to all who have already participated in the survey: “The Future of AI and Agentic Workflows in New Business Intake, Conflicts Management, and Client Evaluation”!

The survey officially closes end of this week (Friday, July 24). So if you’re a law firm reader interested in seeing the report (and would like to support my efforts here at the blog by contributing your input to this “sponsored research” exercise) please participate!

Right now we’re approaching 100 participants, so I’m glad to see the interest and response!

 

And if you aren’t actively pursuing AI for risk at your firm, like a Conflicts Director at a very large firm I spoke with last week, I still want to encourage you to participate! This survey isn’t about your existing efforts. It covers existing attitudes (bullish or not), and and a “what if” exploration about future possibilities. (Sold by me directly and pointed to the question set to review in advance, my old friend relented and promised to take the survey. Don’t make me start calling all of you readers individually now!)

 

For those who asked to get a preview of the questions before jumping in — which makes sense as this exercise will probably take you at least half an hour to complete — we now have a PDF of the question set available: here.

 

The survey seeks to understand current attitudes and future aspirations of law firm risk, IT, operational, and business leaders regarding the application of Agentic AI to executing client evaluation, conflicts management, and new business intake.

• It covers several thematic areas around AI adoption and aspiration, specifically around risk operations — because why should the “practice of law” AI folks get to have all the fun?
• Area explored include:
  • Potential AI Use Cases — Business & Risk Evaluation
  • Strategic and Commercial Considerations
  • Perceived Value, Concerns, and Knowledge Gaps
  • Human Capital, Reskilling, and Organizational Impact
  • Future Outlook & Readiness

 

TAKE THE SURVEY HERE: https://www.surveyhero.com/c/ftuyrnkp

TELL A COLLEAGUE — The survey is open not only risk leaders, but also to other cross-functional law firm stakeholders interested in the topic. (If you have thoughts about how your firm executes new business intake and conflicts weigh in!)

(Regular updates back tomorrow. I should have the survey report out to participants mid-August!)