Growing the Firm, Protecting the Firm: AI That Does Both

In consulting firms across the industry, a critical gap has emerged. Most professionals are already using AI in their daily work, but that activity hasn't translated into a measurable advantage at the firm level. Worse, this widespread, unsupervised adoption often introduces new risks through tools and workflows operating outside of firm oversight, potentially exposing sensitive client data and compromising information barriers.

How can leading firms bridge this divide, transforming scattered AI usage into a cohesive, secure, and powerful engine for growth?

Join us to explore the solution: Firm AI. This strategic approach moves beyond individual productivity hacks to integrate artificial intelligence across the core operational fabric of your business—from client development and engagement delivery to the critical information barriers that protect your most sensitive relationships.

You will learn how to:

• Translate widespread individual AI adoption into measurable, firm-level performance gains and competitive advantage.
• Identify and mitigate the hidden security and compliance risks associated with unsupervised AI tools used by employees.
• Implement a "Firm AI" framework that aligns AI capabilities with core business operations, from client acquisition to project delivery.
• Leverage AI to enhance client development and supercharge firm growth while maintaining robust data governance.
• Strengthen information barriers and protect sensitive client data by integrating AI into your firm's security and compliance workflows.

Don't let your firm's AI strategy be defined by ad-hoc tools and hidden risks. Register now to learn how to build a unified AI approach that both grows and protects your firm.

Speakers:

Jey Purushotham | Practice Group Leader, Risk and Compliance | Intapp

Jey Purushotham partners with accounting and consulting firms to drive technology adoption with an enhanced focus on Intapp's risk solutions. Prior to joining Intapp, Jey worked at Grant Thornton, Moody's and the New York Stock Exchange driving risk and compliance initiatives across business and regulatory groups.

Brandon Eloy | Solutions Engineer, Applied AI | Intapp

Brandon Eloy is a Solutions Engineer, Applied AI at Intapp, where he focuses on Intapp Celeste for legal and professional services firms. He develops business cases, delivers product demonstrations, and oversees active implementations to help firms deploy Celeste and onboard their teams successfully. Eloy previously served as a Practice Group Leader for Intapp DealCloud, helping advisory firms optimize operations and improve processes. Before joining Intapp, he worked at HarbourVest Partners, where he implemented a deal management technology stack and led strategic initiatives that reshaped how global investment teams manage more than $20 billion in annual deal flow.

Register Now

Can't attend live? Register and view the webinar on demand.