Engagement-centric document management system for firms and email filing built on Microsoft 365.
Intapp Documents transforms Microsoft SharePoint into a purpose-built document management system tailored for professional services firms. It manages content across all data sources for comprehensive visibility and improved collaboration. With Intapp Documents, you can use Microsoft Outlook and SharePoint to create and collaborate on shared content with custom user experiences, featuring synchronized files and seamless 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 and other firm applications.
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 products.
Extend Microsoft Outlook functionality beyond email
Intapp Documents enhances Microsoft Outlook for better matter and engagement management, helping you access Microsoft SharePoint libraries and other repository content within the application. You can compare any version of your documents in a single place, with comparison dialogs that streamline the process from version comparison to document-change approvals.
Access content any time, anywhere
Eliminate network delay frustration for remote and mobile team, helping them collaborate seamlessly. Access content within Microsoft SharePoint from content stores and file-sharing services, whether online or offline. You can view, add, and edit content even without a network connection.
Engagement-centric document libraries
Streamline the process of registering a new client or engagement by automatically creating a Microsoft SharePoint site and document library via upstream systems like Intapp Intake. Automatically provision document libraries with variable, template-based folders, security, and content based on engagement type, practice area, or other relevant factors.
Automated email filing
Minimize time spent traversing complex storage hierarchies and large folder structures by filing emails to the appropriate Microsoft SharePoint engagement folder using 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 such as 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 Intapp 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.
“Because our approval process involves multiple layers of stakeholders specific to each matter, we needed a simple routing process that automated timely feedback and signoff. Intapp Documents closed this gap.”
— Gillian Hankey, Manager, Matter Management and Reporting, ClientEarth
Learn more about Intapp Documents
Learn how Intapp Documents 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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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 Intapp Collaboration & Content team will showcase...