Your firm is ready to buy AI. But is your data ready to run it? Professional firms running on Microsoft 365 have years of engagement data sitting in Teams, SharePoint, and inboxes – ungoverned, unsearchable, and exposed to AI tools that were never designed for governed access.
AI readiness isn’t a technology question. It’s a governance question. Intapp Secure Collaboration adds the governance layer M365 was missing, and the data foundation agentic AI needs to perform.
Engagement content is scattered across Teams, SharePoint, and inboxes. When people leave, it goes with them.
Permissions are set once and rarely updated. When AI agents deploy, they see across engagements – including data that should be walled off. It’s not possible to administer governance manually and at scale.
If a regulator asked today whether a specific person had access to a restricted engagement, could you prove they didn’t? Firms that haven’t built a governed foundation are one incident away from a much harder conversation.
Intapp Secure Collaboration is two things that belong together — access to what your teams need, and enforcement against what they shouldn’t see. Firms that build this foundation aren’t moving slower. They’re moving faster, because they have the confidence to scale.
Automates workspace setup, email filing, archiving, and access across Teams, SharePoint, and Copilot – so every engagement starts right and ends with a complete record. At engagement close, key learnings and documents are structured into a searchable knowledge hub, so Copilot can surface prior work safely without breaching engagement boundaries.
Enforces one access policy across every system, including AI — so information barriers follow the work, not the org chart.
Intapp Secure Collaboration is part of the Intapp governed AI platform. Built to turn years of M365 data into a governed, AI-ready knowledge layer so you can focus on the work.
Leading professional services firms are building their governed AI foundation on Intapp.
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Intapp Secure Collaboration is built on top of M365, not alongside it. It adds automated governance – workspace setup, email filing, archiving, and access enforcement – directly into Teams, SharePoint, and Copilot, so firms get structure and control without replacing the tools their teams already use.
AI surfaces content based on permissions, not engagement context. In most firms, that means AI can access files it shouldn’t – including confidential client data from closed engagements. Intapp Walls enforces access controls across every system, including Copilot, so AI only reaches content it’s supposed to see.
Intapp Walls enforces information barriers across Teams, SharePoint, and Copilot from a single policy layer. Unlike point solutions that enforce inside one system only, Walls follows the engagement so access controls are consistent whether someone is in email, a document library, or an AI tool.
Intapp Collaboration provides a modern DMS foundation built for the professional services engagement lifecycle with automated workspace setup, structured archiving, and AI-ready document management. Migration support and professional services are available.
Firm AI performs best on structured, governed data. Intapp Secure Collaboration creates that foundation by capturing every engagement file, filing every email, and enforcing access so that when AI runs, it runs on clean, complete, and appropriately permissioned content.
Most infrastructure providers give firms one piece of the puzzle. Some handle storage, but without a professional services workflow; others provide raw infrastructure with no native information barriers solution. Intapp is the only governance layer purpose-built for the professional services engagement lifecycle, enforced across Teams, SharePoint, and Copilot from day one, and part of the governed AI platform built specifically for professional firms.