Engagement-Centric Document Management and Email Filing Built on Microsoft 365
Modernize your document management system and enable firmwide knowledge capture by connecting Microsoft 365 applications with existing file systems.
Intapp Documents turns Microsoft SharePoint into a purpose-built document management system that serves the unique needs of professional services firms. The software also orchestrates content management across all of your data sources to provide full lifecycle visibility and enhanced collaboration. Intapp Documents lets you use Microsoft Outlook, Teams, and SharePoint to create shared content and collaborate using customized user experiences with built-in file synchronization and interoperability.
Simplify Document Management
Minimize change-management friction by bringing engagement-centric experience to Microsoft SharePoint and Outlook while leveraging familiar Office 365 capabilities.
Improve Client Engagement Visibility
Maximize insights with a 360-degree view of client and engagement information within Microsoft Outlook, including integration with Intapp OnePlace and other firm applications.
Ensure knowledge capture and reduce wasted time by synchronizing content and folder structures across Microsoft SharePoint and Outlook as well as document management systems and other file repositories.
Maximize Your Investment
Leverage the full potential of your firm’s Microsoft 365 investment and maximize interoperability with other Intapp OnePlace products.
Engagement-Centric Document Libraries
Automatically create a Microsoft SharePoint site and document library when registering a new client or engagement in upstream systems such as Intapp Intake, practice management systems, or financial management systems. Autoprovision variable template-based folders, security, and content within document libraries based on engagement type, practice area, or other factors.
Access and Synchronize Content from within Outlook
Extend Microsoft Outlook functionality beyond email by providing access to content systems using the same familiar interface, and access Microsoft SharePoint libraries and other repositories’ content directly within Microsoft Outlook. Edit and collaborate on Microsoft Outlook files while Intapp Documents automatically synchronizes changes back to the content repository. Add new content directly to Microsoft SharePoint or other firm systems using the familiar Microsoft Outlook folder structure.
Offline Access to All Content
Help distributed remote teams and on-the-go fee earners collaborate without frustrating network delays. Seamlessly access content from Microsoft SharePoint, content stores, and file sharing services within Microsoft Outlook whether online or offline, and view, add, and edit content even when you’re not connected to a network.
Automated Email Filing
Minimize time spent traversing complex storage hierarchies and large folder structures by filing emails to the appropriate Microsoft SharePoint engagement folder via assisted filing functionality that suggests filing locations based on content analysis and context of the document or email.
Insights and Intelligence
Give professionals access to the depth and breadth of your firm’s collective intelligence — including content from other firm applications including financial management, document management, and practice management systems — by creating a single pane of glass into each engagement within Microsoft Outlook.
Centralizing matter management in Microsoft 365 via OnePlace Collaboration & Content has been crucial in enabling consistent, transparent service worldwide.
— Ed Cooke, Chief Executive Officer, Conexus Law
Brachers uses Intapp Documents to store client materials, maintaining structured filing and controlled, secure, and consistent access via Microsoft SharePoint along with the option to take documents offline as needed.
Intapp Product Briefing: Microsoft SharePoint as Your Legal DMS
In this session, you’ll learn how Intapp Documents brings matter-centric document and email management to the powerful Microsoft 365 platform. Through discussion, client testimonials, live demonstration, and interactive Q&A, the OnePlace Collaboration & Content team will...