Risk Update

RISK SURVEY REPORT — AI and Agentic Workflows in NBI, Conflicts and Client Evaluation

Posted Dan Bressler

SURVEY REPORT NOW PUBLICLY AVAILABLE: “The Future of AI and Agentic Workflows in New Business Intake, Conflicts Management, and Client Evaluation” —

I’m pleased to share the the results of the BRB survey on agentic AI for risk management are now publicly available.


THE SURVEY IN BRIEF:

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
  • Areas 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

We saw strong participation, and I appreciate the input and encouragement from several participants. (And Intapp, who sponsored the exercise.)


SOME KEY SURVEY METRICS:

  • 100+ participants
  • 40+ pages
  • 18+ charts
  • 70+ participant comments

A direct link to download the full report, without any forms or hoops to jump through: here.