Your competitors are not winning because they draft proposals faster. They are winning because they see patterns your firm cannot surface in time.

Consider a familiar loss. The opportunity fit your expertise. The client knew your partners. Yet the engagement went elsewhere because another firm connected a regulatory development from a different geography and reframed

A partner is preparing for a client meeting and sends a prompt to the firm’s AI assistant.

“Summarize emerging data governance risks for accounting firms in North America.”

The system returns information from the firm’s Microsoft 365 environment and produces a response within seconds. It combines regulatory visibility, internal research, and analysis from prior engagements.

Your firm’s independence record may be spotless — but is your independence process built to keep it that way? 

Too often, accounting and advisory leaders assume that strong policies are enough to protect their firm from independence risk. But independence failures rarely stem from flawed policy. They usually stem from processes that can’t scale. 

Many firms still rely on spreadsheets, email threads,

From answers to action: the rise of Firm AI

The distinction Intapp drew at Amplify between horizontal AI and Firm AI is worth sitting with. Horizontal AI knows the internet. It can draft an email, summarize a document, answer a question. What it can’t do is connect the fact

The firms gaining ground aren’t buying more AI tools. They’re rewiring how their firms operate. There’s a widening gap between the two approaches — and the firms on the wrong side won’t see it clearly until the economics have already diverged.

At Intapp Amplify 2026, we addressed the question firm leaders are increasingly asking: Is