SURVEY REPORT: AI and Agentic Workflows in NBI, Conflicts and Client Evaluation (2026)

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
  •  
Download Survey Report