This Thomson Reuters whitepaper explains how agentic AI is transforming professional services by automating multi-step workflows in law, tax, and risk management. Unlike generative AI, agentic systems can plan, adapt, and execute tasks with human oversight, boosting productivity and accuracy. Legal teams use it for policy drafting and incorporations; tax advisors for strategy planning and compliance; and risk professionals for fraud detection and due diligence. Barriers include complexity, cost, and security, but success depends on small, high-impact pilots, cross-functional adoption, and trusted content integration.

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