• Intapp Documents

    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. Intapp Documents orchestrates content management across all of your data sources to provide full lifecycle visibility and enhanced collaboration, and 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 an engagement-centric experience to Microsoft SharePoint and Outlook while leveraging familiar Office 365 capabilities.

Improve 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.

Synchronize content

Ensure knowledge capture and reduce wasted time by synchronizing content and folder structures across Microsoft SharePoint, Microsoft Outlook, 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.

Resources

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