Intapp Client Collaboration
Efficient, secure external collaboration within Microsoft 365
Help your team share content, manage workflow, protect sensitive information, and meet regulatory requirements when collaborating with clients.
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. Intapp Client Collaboration elevates your existing Microsoft 365 technology to a purpose-built collaboration solution, allowing you to work on and manage documents safely and efficiently with clients within a shared external collaboration portal. Secure file sharing, built-in workflows, version tracking, and templated client collaboration work spaces help your teams better manage information-sharing and co-authoring so they can collaborate with confidence.
Build templated external collaboration portals — with tailored structures, security, client branding, and secure approval mechanisms — to help manage document access and client collaboration inside Microsoft SharePoint and Teams.
Securely manage all client sensitive information and confidently meet data privacy and security regulations, including GDPR.
Receive notifications and track version history to easily review edits and locate the most current version of any document.
Gain greater functionality from your existing Microsoft 365 technology and save time by reducing the learning curve for professionals.
Enhanced security and compliance
Intapp Client Collaboration enhances the security of Microsoft 365 technology so you can protect your firm’s sensitive information. Secure file sharing and collaboration on documents with client self-service capabilities (available soon) are possible without the risk of accidental sharing of sensitive client information, unauthorized access, or noncompliance with data privacy regulations.
Built-In workflows for efficient co-authoring
Intapp Client Collaboration helps to manage your firm’s external collaboration process with built-in workflows for secure file sharing and publishing content to client-facing portals. Eliminate lost files and version confusion as all parties can work on the same document at the same time.
Tailored solutions for your firm and clients
Intapp Client Collaboration provides users with a secure and customized experience within the familiar Microsoft 365 interface, complete with client-branded collaboration spaces and elevated functionality designed specifically for professional services firms.
Reduced learning curve using existing technology
Intapp Client Collaboration helps your professionals get up to speed quickly, using with a single solution — one that’s flexibly tailored for professional services firms — rather than spreading their work across multiple collaboration tools.
Seamless integration with existing Intapp OnePlace solutions
Intapp Client Collaboration lets you take advantage of interoperability with other Intapp OnePlace solutions — including Intapp Documents and Intapp Workspaces — creating an opportunity for enhanced collaboration capabilities within the same environment.