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How to govern AI and Microsoft Copilot

October 23, 2024 · 4 min read

Colin Truesdale

Senior Director, Global Practice Group Lead, Accounting & Consulting

Maintaining strong governance and security frameworks is key to any firm’s success — and modern collaboration tools are essential. AI-driven technologies like Microsoft Copilot are transforming how firms deliver services, allowing professionals to work more collaboratively and securely than ever before.  

During our webinar, “A modern collaboration story with governance, security, and Microsoft Copilot,” we explored how solutions like Intapp Collaboration, Intapp Workspaces, and Intapp Walls can help ensure the secure, efficient, and compliant use of Microsoft Copilot. Here are some of the highlights and key questions of that conversation. 

What prevents some teams from successfully collaborating?

Firms consist of many dynamic teams of professionals with cross-functional expertise —all of whom must work together to handle specialized, time-sensitive engagements and advisory transactions.  

However, keeping track of all data, communications, and next steps isn’t easy when working on large, cross-team projects. This information is often stored across disparate systems, making it difficult for professionals to efficiently collaborate.  

Plus, firms must ensure that their teams are collaborating compliantly, and that confidential client information is accessible only to authorized personnel. If firms aren’t able to enforce ethical walls and regulatory requirements, they risk data breaches and compliance violations. 

How is AI revolutionizing collaboration and client service delivery?

More and more firms are integrating automation and AI-powered technology into their client management workflows — helping them increase efficiency, improve decision-making, and deliver better outcomes for clients. With tools like Microsoft Copilot, professionals can save time by simplifying complex, manual processes. These AI tools can also help professionals quickly find what they’re looking for and accelerate knowledge sharing and document management. 

What challenges does AI present?

Although AI tools enable greater efficiency and stronger collaboration, some firms are still hesitant to implement them due to concerns around confidentiality and regulatory compliance. Because firms manage sensitive client information, they must ensure that any AI technology they use promotes secure data sharing and storage. 

How can Intapp ensure security within my firm?

Intapp Collaboration, Intapp Workspaces, and Intapp Walls are industry-specific products designed to promote secure collaboration within your firm.  

Intapp Collaboration and Intapp Workspaces let professionals manage and collaborate on client engagements within secure workspaces. And by tagging documents and communications with metadata, AI tools like Copilot can generate more accurate and relevant insights for teams — without oversharing any sensitive data. 

Intapp Walls also lets firms automate access control, ensuring that only the right people can access confidential information. The solution continuously updates permissions as engagement teams change, helping firms avoid manual security management errors. This automated approach reduces risk and makes it easier for professionals to securely collaborate with one another. 

Is Intapp Walls a competitor to Microsoft Purview?

Intapp Walls and Purview are not competitors; they complement each other. Purview addresses general use cases, whereas Intapp Walls is tailored for large firms with dynamic, constantly changing engagements. Many firms use both solutions depending on their needs. 

Who in my firm should be included in Intapp Walls?

Firms should include all personnel and contractors who have access to secured content in the Intapp Walls environment. This helps prevent privilege breaches and ensures secure usage of Copilot within the firm. 

Where are teams archived after the end of an engagement?

Teams can be archived in systems like iManage, NetDocuments, or SharePoint. Archiving in SharePoint is particularly beneficial because Copilot integrates with and pulls information directly from it.

How do you create workspaces and teams in Intapp Workspaces?

Firms can automatically create workspaces by integrating with upstream systems such as FMSs or CRMs. Firms can also manually create workspaces via form submissions for projects not related to engagements, like HR or IT projects. 

Does Intapp Walls secure data outside of Microsoft 365?

Yes, Intapp Walls can secure data in systems beyond Microsoft 365, offering flexibility through various integration options. However, firms will need specific integrations for Copilot to access non-Microsoft data. 

If we secure SharePoint sites and Teams manually, do we still need Intapp Walls?

We highly recommend using Intapp Walls instead of manually securing your sites and channels. Manual security updates are prone to errors, especially for large firms that manage numerous engagements. To ensure consistent security and minimize the risk of human error, Intapp Walls automates this process. 

 Watch the full webinar recording to learn more about enhancing compliance and collaboration within your firm. 

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