(I’m excited to take the wraps off of another interesting experiment from the Bressler Risk Blog: Sponsored Research. I’m running an arms-length, third party survey on a topic of interest to the sponsor of this exercise, Intapp. So for those of you working at law firms, looking for a way to help support the blog and my efforts, participating in the survey would be much appreciated! Details below.)

SURVEY TOPIC & LINK: “The Future of AI and Agentic Workflows in New Business Intake, Conflicts Management, and Client Evaluation.”

• This survey seeks to understand current attitudes and future aspirations of law firm risk, IT operational, and business leaders regarding the application of Agentic AI to executing client evaluation, conflicts management, and new business intake.
• It covers several thematic areas around AI adoption and aspiration, specifically around risk operations — because why should the “practice of law” AI folks get to have all the fun?
• Area explored include:
  • Potential AI Use Cases — Business & Risk Evaluation
  • Strategic and Commercial Considerations
  • Perceived Value, Concerns, and Knowledge Gaps
  • Human Capital, Reskilling, and Organizational Impact
  • Future Outlook & Readiness

All (Law Firm) Takers Welcome!

For those still on the fence about these newfangled thinking machines (present company included), I want to encourage you to participate!

This isn’t a survey (just) designed for AI experts and enthusiasts. I want to dig in and understand what’s interesting, important, and even uncertain about the present and future of AI in the context of risk management operations.

Put otherwise, these questions are not asking whether you “trust” AI at this point in time. They are asking whether, assuming your firm has developed appropriate confidence in AI to execute a specific task or workflow, and the capabilities were made available, you/your firm would want to use AI to execute that task or workflow in practice.

• A Note on Survey Scope: This survey explores several risk management topics across the client evaluation lifecycle and is open to a variety of stakeholders. Please feel free to skip questions that do not relate to your area of personal responsibility, awareness, or opinion.
• A Note on Survey Confidentiality: Responses to this exercise will be kept confidential and no identifying information will be shared publicly, in the survey report, or with any third party.

Questions? Feel free to get in touch. You can use the blog form. Or if you’re reading the email updates, responding to this message will take you right to my inbox.

TAKE THE SURVEY HERE: https://www.surveyhero.com/c/ftuyrnkp

And please share with your colleagues! I’m hoping to get other stakeholders participating. Would love to get meaningful response and data from IG, finance, IT, firm management, practitioners, and beyond. There’s enough in here to engage those audiences.