In our final installment of the Firm AI Principles series, we discuss what truly differentiates a firm and gives it competitive advantage: its collective experience over time, and unique approach to serving clients and running the business of the firm.
Principle 7: The firm’s memory and methods are the moat.
Two things compound inside a
We spoke with Chris Wada, Senior Vice President and General Manager of Compliance Solutions at Intapp, about how firms can effectively manage compliance risk in the age of AI. We also explored why generic AI falls short, and how Firm AI — AI built for the business of the firm — helps professional firms
The private capital firms pulling ahead have one thing in common: They’ve embedded Firm AI throughout the deal lifecycle.
Designed for private capital, Firm AI understands the complex relationships, workflows, and compliance obligations that define your business. It unifies data, automates work, and delivers real-time insights while operating within your guardrails — giving your
When AI tools started arriving in law firms, a reasonable question followed: do we need to buy a governance layer, or can we build one ourselves? Firms with strong IT teams looked at the API documentation for Harvey, Copilot, and others and concluded the integration work was manageable. For some, it still looks that way.
Professional services firms have unique ethical and regulatory obligations that govern how business must be conducted. Not meeting those obligations is one of the greatest risks a professional services firm faces. As more business gets conducted through artificial intelligence, the more firms must ensure that compliance is built into the tools and processes that are
Generic large language models (LLMs) — even frontier models like Fable 5, GPT 5.6, and Kimi K3 — struggle to make sense of a firm’s complex data model.
For example, let’s say Claude is connected to your system of record through an MCP server. If you
The firms pulling ahead in business development right now aren’t outpitching their competitors. They’re out-knowing them. They know which client relationships are cooling before the client picks up the phone. They see the cross-practice opportunity before the partner thinks to ask. They walk into every pitch having already mapped the relationship history, identified the warm
This week in our series on the principles that Firm AI is built on, we cover the key to unlocking growth in professional and financial services firms: scaling the previously labor-intensive but critical business processes of the firm without adding overhead. How? With expert coworker agents.
A general-purpose agent does many things adequately and nothing
Clients expect their law firms to use AI to complete work faster — and be charged for fewer hours as a result. But the time a lawyer spends on client work doesn’t necessarily reflect the value being delivered, so firms are
Research indicates that private capital firms get the greatest value from AI when it’s applied in a structured, consistent way across the investment lifecycle. Yet there’s a significant gap between isolated AI use cases and firmwide advantage: Only 7% of firms have scaled AI enterprise-wide.
To scale AI successfully, firms need to stop using fragmented
Growth is the ultimate goal for professional services firms. Our ongoing series about Firm AI makes a new case for how agentic AI platforms built for the business side of professional services firms enables growth that was previously infeasible. Today’s post covering Principle 4 demonstrates how firms will be able to overcome traditional constraints to
The Harvey and Intapp Walls integration is now generally available. Confidentiality risk has been one of the biggest barriers to AI adoption at law firms, and today that changes. Intapp Walls and Harvey are now integrated, letting firms sync their existing Walls policies directly into Harvey and enforce them automatically across Harvey Assistant, Vault, and
Journalist and lawyer Bob Ambrogi published an article on the general availability of Intapp Celeste, an agentic AI coworker built to run the business side of a firm — from deal screening and conflicts clearance to business development and lateral hiring. His article covers how Celeste executes multi-step workflows as playbooks, operates within a firm’s
We showed a quote to a group of managing partners that said individual productivity has improved 10x with AI, but firm productivity has not increased 10x. The explicit point is that individual productivity is not equal to firm productivity. And
Celeste runs the business of the firm — from deal screening and conflicts clearance to business development and lateral hiring — on each firm’s own data, under its own rules
PALO ALTO, Calif. — July 15, 2026 — Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries, today announced at
Walk into any law firm, private equity firm, investment bank, or accounting firm today and nearly every desk is using AI. Your professionals draft, build models, and review documents faster than they did a year ago. That was the right first move, and the gains are real.
But here’s the question we keep hearing from