• Intapp Documents

    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.

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 products.

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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