Intapp Collaboration and Content

Intapp Collaboration integrates with and expands Microsoft 365 capabilities to deliver a unified document management and collaboration experience throughout your deal lifecycle. Automatically provision deal-related workspaces and make documents easily accessible to the right team members — helping your team stay organized, work more productively, and participate in better, more inclusive decision-making.

Intapp Documents transforms Microsoft SharePoint into a content management system: Designed to support how your firm collaborates on engagement documents, Intapp Documents delivers a user experience built for the needs of your professionals. Simplify document management and boost collaboration to support your engagement growth — directly from Microsoft Outlook and SharePoint. With direct integration with Microsoft 365, your teams can easily access engagement-centric SharePoint sites, curate metadata for AI technologies like Microsoft Copilot, and improve collaboration workflows on documents.

Intapp Workspaces transforms Microsoft Teams to empower firmwide collaboration: Create engagement workflows, generate holistic insights, and automate engagement lifecycle management. Improve collaboration and connect distributed teams — all while automatically preserving your firm’s security and compliance standards. Free your professionals from the strain of administrative burdens and help them focus on strengthening client relationships and collaborating on engagement delivery.