Risk management in the modern era: Securely maximizing Microsoft Teams and Copilot for law firms with the help of Intapp


Microsoft Teams and Copilot are ushering in a new era of Modern Work at law firms. This brings unique challenges for Risk teams.

From real-time collaboration and document co-authoring to Generative AI and secure client collaboration, Microsoft Teams and Copilot is the gateway to embracing the efficiencies and transformational value of modern legal work. However, these come with risks to your firm that you need to help mitigate.

Join our webinar, where we will demonstrate how to securely maximize the value of your Microsoft Teams and M365 investment with Intapp Workspaces and Walls. We will also delve into the unique world of Copilot and some next step considerations from a risk professional’s perspective.

Key Topics Covered:

  • Preparing teams for the safe consumption of AI and Copilot, ensuring confidentiality throughout
  • Exploring the unique challenges risk professionals will face with the next generation AI technology
  • The increasing risk of a shadow DMS as lawyers start to use native Microsoft tools like Teams
  • Teams is outpacing email quickly. We discuss how to extend your walls policies to teams to meet the “standard of care”
  • Information governance controls are key to avoiding ethical wall breaches in the AI driven world
  • Complying with your client retention policies and using AI

Date and time

    Thursday, February 29, 2024
    8:00 – 9:00 a.m. PDT
    11:00 a.m. – 12:00 p.m. EDT
    4:00 – 5:00 p.m. BST


  • Collaboration and Content
  • Risk and Compliance


  • Legal


  • Intapp Walls
  • Intapp Workspaces