An introduction to agentic AI use cases, strategies, and benefits for legal, tax, and risk professionals
The report explains how agentic AI is reshaping professional services such as legal, tax, and risk management. It highlights that while generative AI produces content, agentic AI can plan, act, and adapt across multi-step workflows with human oversight. Benefits include faster research, improved accuracy, time savings, and better compliance. However, adoption is slowed by barriers like complexity, misinformation, workflow integration concerns, unclear vendor differentiation, and ROI debates. The report stresses starting with small, high-impact use cases, aligning AI adoption with business strategy, and maintaining strong human-in-the-loop oversight. Success depends on strategy, leadership, operational integration, and user engagement, positioning agentic AI as a trusted collaborator rather than a replacement for professionals