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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.

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How to scale AI without scaling risk

With AI, professional firms are getting work done faster than ever before. But as firms give AI greater responsibility, they're also incurring exponentially greater compliance risk. Unlike other technologies, agentic AI doesn’t just help professionals complete tasks — it performs work on their behalf. This substantially increases efficiency, but it also means that a single mistake might be repeated hundreds or even thousands of times before anyone notices.

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How Firm AI is changing the way professional firms operate and compete

Professional firms are navigating a pivotal moment. AI is everywhere, and the pressure to adopt it quickly, confidently, and in a way that doesn't create new risk has never been more intense. But not all AI is created equal. We spoke with Nikolaus Grefe, Director, AI and Data at Intapp, about what separates Firm AI, built for the business of the firm, from generic AI built for individuals. We also explored what it takes to successfully scale Firm AI, and how firms using technology built on Firm AI will compete differently from those that don't.

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