Name: Activating Knowledge Access: Improving How Firms Find and Use Information in iManage
Start: 2026-02-25T16:00:00Z
End: 2026-02-25T16:00:45.000Z
Location: BrightTALK

BA Insight, from Upland Software, is an enterprise AI search solution and the catalyst for your AI evolution. Leveraging advanced search, machine learning, and NLP, BA Insight harnesses your unstructured data, expediting retrieval, slashing manual efforts, and supercharging your team’s productivity.  

Backed by over a decade of expertise, our team delivers a mature AI search solution, seamlessly integrating with diverse repositories and knowledge systems. With BA Insight, you’ll consolidate scattered data sources and ensure only the data you want is fed into your Gen AI engine. BA Insight, where innovation meets intelligence.  

Agenda:

Introduction to Copilot Agents:
1. Unveiling the potential of Copilot Agents: Understand their capabilities and the technology underpinning them. 
2. Discussing the integration challenges and the infrastructure needs for optimal performance.

Strategic Implementation Roadmap:
1. Preparing your organization: Necessary infrastructure adjustments and skill sets for successful deployment.
2. Addressing the barriers to adoption and strategies to overcome them.

Optimizing the Use of Copilot Agents:
1. Effective strategies to fully leverage the capabilities of Copilot Agents.
2. Methods for measuring success and the direct impacts on business processes and outcomes.

Conclusion: Capitalize on the advanced capabilities of Copilot Agents with Upland BA Insight. Gain insights into setting up, optimizing, and revolutionizing business operations within Legal, Professional Services, and Finance sectors. Prepare to transform your business dynamics with cutting-edge AI technology.

Enabling Copilot Agents: Strategic AI Deployment Across Key Industries

In this live session, Kim Stein (BA Insight) and Stephen Bedford (Atlas by ClearPeople) unpack what it means to modernize legal workflows without sacrificing the human element. As AI becomes business-as-usual, many firms still face a disconnect between systems, teams, and information access.

This conversation examines how leading KM and IT teams collaborate to eliminate friction, enhance attorney support, and develop intelligent workflows tailored to the users.

You’ll learn:
1. What it takes to truly connect knowledge across your systems
2. How to make AI feel helpful, not overwhelming
3. Why the right connectors are the backbone of a modern legal tech stack
4. Practical steps KM and IT leaders can take together
 
Whether you’re rethinking your knowledge strategy or navigating the next wave of AI adoption, this is one session you won’t want to miss.

Modern Legal Workflows: Built for People, Powered by AI

Explore the power and potential of Copilot Agents in this strategic session designed for IT and business leaders. Learn what Copilot Agents can do, how they work, and what it takes to implement them effectively.

We’ll cover:

The core capabilities of Copilot Agents and the tech behind them

Key infrastructure and integration considerations

How to prepare your organization—from systems to skill sets

Common adoption barriers and how to overcome them

Whether you're evaluating your AI strategy or ready to deploy, this session will help you map a clear, successful path forward.
Optimizing the Use of Copilot Agents:
1. Effective strategies to fully leverage the capabilities of Copilot Agents.
2. Methods for measuring success and the direct impacts on business processes and outcomes.

Conclusion: Capitalize on the advanced capabilities of Copilot Agents with Upland BA Insight. Gain insights into setting up, optimizing, and revolutionizing business operations within Legal, Professional Services, and Finance sectors. Prepare to transform your business dynamics with cutting-edge AI technology.

Your AI is only as good as the data behind it—and at the heart of usable, AI-ready data is superior metadata. In this quick-hit 8-minute session, discover how BA Insight’s AutoClassifier transforms messy, unstructured content into searchable, structured knowledge—without the burden of manual tagging.

We’ll explore how integrated AI, Natural Language Processing (NLP), and rules-based tagging work together to automatically extract key terms, categorize information, and make your enterprise data easier to find, use, and trust.

Making Data Usable for AI: Smarter Tagging with AutoClassifier

In our on-demand webinar, discover the transformative power of Azure AI Search with BA Insight. Join us as we delve deep into the world of Generative AI content search solutions, exploring how Azure AI Search, when seamlessly integrated with BA Insight's cutting-edge technology, revolutionizes how organizations access, manage, and derive insights from their data.
 
Agenda:
1. Introduction to Azure AI Search: Uncover the core features and functionalities of Azure Search. Understand how it seamlessly integrates with various data sources, creating a unified search experience.

2. BA Insight's Intelligent Integration: Explore how BA Insight enhances Azure AI Search, enriching it with powerful connectors and advanced analytics. Learn how our solutions amplify Azure Search's capabilities.

3. Unified Search Across Diverse Repositories: Witness the magic of unified search. Discover how BA Insight enables seamless integration with various repositories, breaking down data silos and ensuring a comprehensive view of your organization's content.

4. AI-Driven Relevance and Personalization: Dive into the realm of AI-driven insights. Explore how BA Insight employs artificial intelligence to enhance search relevance and deliver personalized experiences, ensuring users receive precisely what they need.

5. Scalability and Performance Optimization: Unravel the secrets to scalability. Understand best practices for optimizing Azure Search's performance, ensuring lightning-fast results even in large-scale deployments.

Content Search Intelligence: Azure AI Search and BA Insight in Action

The first step toward successful artificial intelligence (AI) deployment is often the most overlooked: data preparation. Without high-quality, well-prepared data, AI projects face a significant risk of failure.

In this webinar, we'll explore essential preparation techniques, such as data chunking, vectorization, and semantic analysis, to help your organization enhance data quality and structure. 

Join us to understand why preparation is key to AI enablement and how this foundational stage can elevate your entire AI initiative. You’ll also learn how to implement data enrichment, metadata tagging, and classification strategies to ensure your AI models receive context-rich information, driving meaningful outcomes and reducing errors.

Preparing Your Data for AI Success: Essential Steps for AI Enablement

In this video, Jason McCullagh, the Senior Director of Strategic Partnerships at Upland BA Insight, demonstrates BA Insight, a product that works with data sources and search platforms to enrich legal content for increased findability, contextualization, and security.

LegalTech Hub Product Briefing - BA Insight

AI’s effectiveness depends on its access to the right information. In this webinar, we’ll explore how configuring secure access to your organization’s knowledge is essential for empowering AI to deliver accurate, actionable insights. We'll discuss best practices for establishing role-specific access, eliminating data silos, and enabling connections across diverse applications and data sources.  

 

Learn how secure access to comprehensive knowledge transforms AI into a valuable, business-aligned asset, setting the stage for success in all AI-driven initiatives.

Empowering AI Success: The Key to Accessing Essential Knowledge

Effective application of artificial intelligence (AI) requires not only data access but also intentional exposure of knowledge to the right users at the right time. 

In this webinar, we’ll cover how to strategically expose knowledge, ensuring that AI delivers relevant insights while respecting data privacy and regulatory requirements. 

Watch the session to discover how to leverage APIs, embed applications, and use tailored permissions to connect users with actionable insights securely and maximize your AI impact.

Maximizing AI Impact: Exposing Knowledge for Optimal User Access and Insight

Implementing AI is often seen as the next big leap, but with 90% of AI projects failing to reach the implementation stage (Gartner), the road to AI success is riddled with challenges. In this webinar, we’ll delve into the most common pitfalls and risks IT leaders face, from data integration and model training issues to security and scalability obstacles. Discover practical strategies and expert insights to overcome these barriers and turn your AI aspirations into impactful realities for your organization.

From Vision to Reality: Navigating the Pitfalls of AI Implementation

Extending Copilot Agents: Unlocking the full potential of AI-driven Knowledge

 

With Microsoft’s latest release of Copilot Wave 2 we have something new to introduce: Copilot Agents. Come learn with us on what Copilot Agents are, why they’re important, and why extending them gives your Agents the best chance to succeed in your enterprise.

Extending Copilot Agents: Unlocking the full potential of AI-driven Knowledge

Resistance to change, obsolete technology, security concerns, and outdated information all rank as top challenges associated with establishing effective knowledge management (KM). To circumnavigate these KM barriers, consider learning from those who have previously sewn success.

Join Sarah Hirebet (Andrews), Lawyer and KM Leader at Stradley Ronon, for a fascinating look at the firm’s innovative ‘knowledge intranet’ transformation journey.

Leveraging a collaborative vendor partnership and an agile, data-driven approach, the firm implemented a modern knowledge sharing solution tailored to their client service culture.

Attendees will also gain insights into Stradley's change management efforts and strategic vision for continuous knowledge management improvement to deliver more value to clients.

Stradley Ronon Transforms Knowledge Management to Enhance Customer Value

Join us for a dynamic session with Skailar Hage as we delve into identifying business problems that are ideal for AI solutions. Learn about the characteristics that make a problem suitable for AI and how to strategically apply AI to enhance your organization's processes. Discover how to effectively integrate AI with practical examples and expert guidance to boost your operational efficiency and decision-making.

This webinar will equip you with the knowledge to evaluate and implement AI solutions that are tailored to your unique business needs. Join us to transform your approach to problem-solving and harness the power of AI in your industry.

AI Atoms Episode 2: AI For Business Impact, a Practical Approach

Overview: 
Many organizations rely on iManage as their system of record but too often, valuable knowledge remains buried in folders, documents, and silos. If your teams struggle to find, reuse, or build on existing work, your knowledge may be stuck. This webinar hosted by Upland and Atlas by ClearPeople examines why that happens and how to unlock the full value of the content already living in iManage. 

What You’ll Learn: 
1. Why knowledge gets trapped in document management systems—and how to unlock it 
2. The shift from document storage to active, reusable knowledge 
3, How to surface high-value content and expertise in iManage 
4. Practical ways to improve findability, adoption, and reuse 
5. How iManage can serve as a trusted source for AI-powered knowledge discovery 

Who Should Attend: 
- Knowledge Management and Information Management professionals 
- Legal operations, IT, and innovation leaders 
- Practice support and business services teams 
- Anyone responsible for making organizational knowledge easier to find and use

Activating Knowledge Access: Improving How Firms Find and Use Information in iManage

Knowledge Management

Information Governance

Content Management

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Activating Knowledge Access: Improving How Firms Find and Use Information in iManage

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About this talk

Upland Software - BA Insight