Combine the power of Intapp and Microsoft 365

Intapp Collaboration

Optimize content management and engagement delivery

Consolidate content and maximize your Microsoft 365 investment with a unified, modern solution

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Centralize your content and leverage Microsoft’s advanced capabilities

Managing siloed content across multiple disjointed systems slows engagement delivery, hinders cross-service collaboration, and creates compliance risks. But with Intapp Collaboration, your firm can unify data into a single content management solution that works for all your service lines. Easily and securely find and collaborate on engagement content while seamlessly leveraging powerful Microsoft 365 applications — so you and your teams can grow the firm’s business, build stronger client relationships, and meet regulatory requirements.

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Improve collaboration and service delivery with the
combined power of Intapp and Microsoft 365

Future-proof your operations

Effectively use AI, scale for growth, and future-proof your technology investment with a unified, secure content management system based on Microsoft 365.

Enhance cross-service collaboration

Simplify knowledge-sharing and collaboration across service lines with a unified platform that provides quick, secure access to engagement information.

Drive best-practice delivery across engagements

Ensure professionals adhere to best practices and deliver consistent, high-quality work throughout the engagement lifecycle by automatically creating secure, compliant, and templated workspaces.

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Speak with an expert

Fill out the form to schedule a personalized demo and see how your teams can deliver better service with Intapp Collaboration.

'The biggest step in technology in the firm for 10 years'

We’re seeing seismic ramifications from our decision to transform the way we work. When I wrote my board report for the past year, I described implementing Intapp Collaboration as the biggest step for technology in the firm for 10 years.

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Head of Technology
Armstrong Watson

Intapp Collaboration
delivers results

1.2K
hours saved annually
by IT related to
helpdesk tickets
5
hours saved
during each workspace provisioning
23
hours saved annually
per professional via automation
82
hours saved annually
per partner searching for past referenceable projects

Centralize data management in a scalable, enterprise-grade cloud solution

Activity feed

Stay informed of critical client updates across engagements with a single view of activity — including client-related emails, documents, and Teams content.

Search and content organization

Quickly find and organize content with powerful, flexible search capabilities designed to save time and reduce manual effort.

Email filing

Efficiently file emails and attachments with AI-driven filing suggestions, activity tracking, and easy access to content and engagements — directly in Outlook.

Workspace provisioning and maintenance

Streamline engagement setup with automatic creation, governance, and archiving of workspaces in Teams and SharePoint.

Engagement insights

Deliver faster and more effective service with engagement-specific insights that offer expert recommendations and key documents tailored to your engagement type.

Engagement status management

Keep engagements on track by updating statuses with structured forms to enforce business processes while viewing and adding narratives for key events.

Learn more about Intapp Collaboration

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See Intapp Collaboration in action

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