The Back Channel

Why the age of agentic AI is the age of the ecosystem

Professional firms are expanding their use of AI, adopting specialized “Practice AI” tools for everything from research and drafting to financial analysis and origination. These tools make individuals faster, but they don’t help run the firm itself. We’re now entering the age of agentic AI, and things are changing. With the right infrastructure and partner ecosystem in place, firms can connect their tools and use agentic AI coworkers to run operational work – compliantly – across the entire firm.

August 18, 2026 · 8 min read

We sat down with Sebastian Hartmann, Vice President of Alliances and Partners at Intapp, to explore why the age of agentic AI is the age of the ecosystem, and how Firm AI – AI built for the business of the firm – plays a critical role. We also discussed how AI is reshaping the role of services partners, what will differentiate firms as AI evolves, and common misconceptions about AI governance and interoperability.

During a recent meeting, you mentioned that “the age of agentic AI is the age of the ecosystem.” What did you mean by that?

Sebastian Hartmann

Over the last few years, AI has mostly created value at the individual professional’s desk. Agentic AI changes that. When data, systems, and workflows are connected across the enterprise, agentic AI coworkers can do a lot more than make professionals faster – they can take on work for origination, intake, pricing, staffing, fundraising, lateral hiring, and many other critical business functions.

To make this happen, firms require multiple systems integrations, controls that govern every AI action, playbooks that encode the firm’s expertise, and managed services that optimize AI coworker performance. No single application or vendor can provide everything, which makes an integrated AI partner ecosystem essential.

And that’s why the age of agentic AI is the age of the ecosystem. The firms that get the most value from agentic AI – and ultimately lead the market – will build an ecosystem that brings together the technology, expertise, and services needed to create a fully connected, governed environment where AI coworkers can execute operational work according to a firm’s unique processes.

Firm AI provides the architecture and compliance controls needed to create this environment. We’re curating a vertically focused partner ecosystem around Firm AI to make it easy for professional firms to bring everything together.

When data, systems, and workflows are connected across the enterprise, agentic AI coworkers can do a lot more than make professionals faster – they can take on work for origination, intake, pricing, staffing, fundraising, lateral hiring, and many other critical business functions.

Sebastian Hartmann, Vice President of Alliances and Partners, Intapp

How is AI redefining the role of services partners?

Sebastian Hartmann

Historically, many firms relied on services partners to deploy systems. But agentic AI is changing the equation: Systems are now performing the work rather than simply enabling it, and the AI “coworkers” within these systems need to evolve as the work around them changes – just like their human counterparts do. That takes active management, oversight, and continuous development.

Most firms can’t handle this on their own, so they’re looking for technology and services partners that can step in and handle it for them. As a result, partners that used to walk away post-deployment are now evolving into longer-term operational partners that are supervising and continuously optimizing AI workforces.

Also, because agentic AI performs work, the conversation is moving from “Give us a capable tool” to “Help us get the work done, safely” — meaning that firms increasingly expect their partners to deliver software and build agentic workflows that handle critical tasks like conflicts clearance while operating inside their compliance rules.

Firm AI makes it possible for partners to meet these expectations. It provides compliance controls that check every AI action against a firm’s ethical walls, access policies, and need-to-know rules, so AI coworkers simply can’t see or act on anything they’re not supposed to.

What’s a common misconception professional firms have about AI governance?

Sebastian Hartmann

Firms often assume that they’ll need to evaluate and manage compliance separately for every AI tool. But that’s only true when governance lives inside each tool.

In reality, firms can adopt new AI tools and capabilities without taking on new compliance risk. The key is maintaining a single governance framework that can be scaled consistently across the enterprise.

Firm AI moves governance to the platform layer so firms can do exactly that. AI coworkers, data, and services all connect within the same framework. Ethical walls, MNPI controls, rules, and policies travel with the data rather than being reinvented — or bypassed — by each AI tool. As a result, compliance is enforced regardless of which tool is executing the work, so firms can innovate and scale AI rapidly.

Intapp’s partnership with Harvey is a perfect example of how Firm AI ensures every AI action is permissioned and compliant within specialized tools.

Additional vertical AI vendors and ISV partners are gearing up to integrate with Firm AI so their tools act compliantly from day one. This built-in governance is what turns a promising tool into one that highly regulated professional firms can actually deploy with confidence.

What does the future of AI look like for professional firms?

Sebastian Hartmann

One thing is clear — the future won’t belong to firms that standardize on AI from a single technology partner — things are moving too quickly for that. To get the most value from AI, firms are increasingly turning to multiple vendors for specialized tools that excel at different tasks. For instance, a firm might have one tool for research, another for drafting, and another for financial analysis, depending on their various practice groups or service lines.

The most successful firms will be the ones that can make these tools work together in a way that optimizes outcomes for the firm, their professionals, and their clients. Firm AI will make this happen by connecting to tools and data sources within firm-specific workflows.

Instead of deciding which tool to use for each task, professionals will describe what they need in natural language through a single platform. Firm AI will route each request to the right tool or capability, then return the result through the platform while enforcing the firm’s compliance rules.

AI is also changing how firms differentiate themselves. Work that used to scale with headcount — research, review, drafting, analysis — can now scale with AI coworkers — so productivity is becoming table stakes. And all firms now have access to the same AI models.

So, what will set firms apart is not how hard their professionals work or what AI models they use, but how they use AI to surface actionable intelligence from their institutional knowledge and client relationships in ways that are compliant and aligned with how they operate.

The most successful firms will be the ones that can make these tools work together in a way that optimizes outcomes for the firm, their professionals, and their clients. Firm AI will make this happen by connecting to tools and data sources within firm-specific workflows.

Sebastian Hartmann, Vice President of Alliances and Partners, Intapp

What’s one mistake firms often make when executing their AI strategies?

Sebastian Hartmann

Firms often misclassify their technology decisions as procurement decisions, evaluating one AI tool at a time. But the value — and risk — of an AI strategy increasingly depends on how tech vendors, AI models, and data work together as an integrated, governed architecture.

Because of this, firms that treat AI as a list of vendors to negotiate with will wind up with a fragmented, ungovernable tech stack, while firms that treat it as a deliberately designed, governed architecture will gain a competitive advantage.

Firm AI provides the architecture that allows firms to use multiple specialized AI tools while maintaining consistent governance across the entire ecosystem. The firms that establish this foundation early will be able to integrate new capabilities quickly and confidently.

What’s one thing the market consistently gets wrong about AI interoperability in highly regulated firms?

Sebastian Hartmann

The market thinks that interoperability means “open everything.” But in highly regulated firms, “open everything” doesn’t work. Interoperability needs to be about “governed openness” — systems need to be open enough for AI to understand context and act, but not so open that they can bypass an ethical wall or touch MNPI without approval.

For accounting, consulting, investment banking, legal, private capital, and real assets firms, ungoverned openness is a compliance incident waiting to happen. The AI environments that work for these firms are the ones built on Firm AI — AI that’s based on permissioned, audited, policy-enforced access, not on open APIs alone.

As we enter the agentic era, what’s the most important thing for professional firms to keep in mind?

Sebastian Hartmann

The most important thing for firms to keep in mind is that the value they get from agentic AI depends on how much meaningful work they’re willing to delegate to it.

The greatest value comes from using agentic AI for sophisticated work that spans multiple processes, systems, and business functions. But for highly regulated firms, getting to this level requires trusting that the AI is operating within firmwide compliance rules — and bringing professionals into the loop when their judgment is needed. Firm AI provides the foundation for that trust, giving firms the infrastructure and controls needed to safely expand their use of agentic AI.

The firms that make the shift to running core operations with agentic AI will be able to break through limits on how much work they can win and serve – allowing them to increase growth and profitability without increasing headcount.


Read the Firm AI blueprint to learn about the architecture behind this overlooked category of AI, and why it’s your biggest source of competitive leverage.

About The Back Channel

The Back Channel is an ongoing Q&A series where Intapp leaders and industry voices speak candidly about the forces reshaping professional services firms, and the role Firm AI will play in that reshaping. Each conversation goes beyond the headline trends to explore what’s actually working — and what’s at stake. No fluff, no talking points: just direct dialogue on the issues that matter most to firm leaders today.

Firm AI, built on Intapp

See what AI built for the firm looks like

Explore how Intapp gives your firm the governed data foundation that AI depends on — before you scale a single agent.