Growing with AI depends on getting access right. Watch this on-demand webinar to learn how professional firms can balance growth ambitions, client obligations, and tightening regulatory expectations in the era of agentic AI.
The problem
You want AI to fuel your growth, but you’re afraid of what it might expose. Some firms respond by blocking access altogether. Withholding engagement data robs agents of context. Walling off knowledge cuts off the collaboration that client excellence and growth are built on. In Intapp’s view, AI agents don’t inherently respect ethical walls, client confidentiality, or independence restrictions. They work with what your systems let them see.
In Intapp’s view, regulators across APAC increasingly expect firms to demonstrate that controls, including information barriers, are actually operating, not just documented. Controlling who can see what is already a challenge when the users are people. Layering AI and agentic solutions on top makes it much harder to manage.
Firms win by sharing what they know across teams, within client and confidentiality boundaries. That takes governing the permissions and content available to AI: managing what AI can see, and proving it respected confidentiality, client permissions, conflicts, and independence.
