• Intapp Client Collaboration

    Efficient, secure client collaboration within Microsoft 365

Solutions

OnePlace

Collaboration & Content

Client collaboration

Deliver a smoother, more secure client collaboration experience with enhanced content sharing, workflow management, and compliance.

Collaborating remotely can expose your firm to critical security risks, such as accidentally sharing sensitive information with the wrong person or team — which can have huge financial and reputational implications. With Intapp Client Collaboration, you can seamlessly collaborate and share content with clients and other external stakeholders within your client-facing portal — without the risk of accidental sharing of sensitive client information, unauthorized access, or noncompliance with data privacy regulations.

Intapp Client Collaboration natively integrates with and elevates your existing Microsoft 365 technology, allowing you to manage information-sharing and co-authoring more effectively and compliantly. Help your teams easily collaborate with confidence with secure file sharing, built-in workflows, version tracking, and templated client collaboration workspaces.

Reduce risk and meet regulatory requirements

Store data within your own Microsoft 365 tenant, categorizing matter and engagement access by process and policy to ensure compliance with client, regulatory, and firm security guidelines.

Leverage matter- and engagement-centric intelligence

Access the information you need more quickly with advanced search, on-demand reporting, and advanced insights and analytics.

Share content securely and easily

Share content without restrictions on size, number of files, or file type — then access that content at any time, using any device.

Maximize your Microsoft 365 investment

Store all matter- and engagement-related content securely in your firm’s own Microsoft 365 tenant — while also allowing external parties access to this tenant — to ensure that Microsoft’s 365 security, scalability, and auditability is applied throughout.

Customizable client portal
Enhanced security with built-in workflows
Version management
Reduced learning curve using existing technology

Customizable client portal

Intapp Client Collaboration natively integrates with Intapp Documents, allowing you to create customizable, templated portals for your clients where they can access all client solutions — including matter and engagement documentation, news, and links — within a single destination.

Enhanced security with built-in workflows

Share content securely with external parties by using built-in approvals workflows and approval mechanisms to prevent accidental sharing. If approved by your designated content approvers, documents are copied to a secure Microsoft SharePoint location that only approved members can access.

Version management

Eliminate lost files and version confusion with co-authoring capabilities. Parties can work on the same document at the same time, so you don’t have to send edits back-and-forth via email, or save and search through numerous versions of the document in your DMS.

Coming soon: Check content in and out from other providers — including iManage and NetDocuments — to external workspaces via Microsoft Teams.

Reduced learning curve using existing technology

Make the most of the secure Microsoft 365 platform that your teams are familiar with, reducing the learning curve and avoiding the need to purchase expensive alternative solutions.

Coming soon: Intapp Client Collaboration natively integrates with Intapp Workspaces to support Microsoft’s new Shared Channel, which lets you collaborate and chat with clients in your own tenant via Microsoft Teams.

Request a follow-up from our team

Learn how Intapp Client Collaboration can help connect your firm with confidence. Please complete the form to request a personalized demo, and a team member will contact you shortly to schedule a time to speak.

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