Engagement-centric intelligence and automation within Microsoft Teams
Teamwork leads to better client outcomes. Help your professionals with purpose-built workspaces that bring everyone together.
Intapp Workspaces extends Microsoft Teams to provide engagement-centric experiences, 360-degree insights, and automatic lifecycle management for professional services firms. The software helps streamline collaboration, connecting distributed teams while automatically preserving your firm’s security and compliance standards. The resulting changes free your professionals from administrative burdens, letting them focus on working together to better serve clients and successfully deliver on complex, multidisciplinary work.
Help make new-engagement collaboration instantaneous and frictionless
Automate and maintain your firm’s security and governance standards — even with rapid adoption of Microsoft Teams
Improve client satisfaction
Deliver favorable client outcomes powered by actionable insights and increased transparency via secure external collaboration
Maximize your investment
Reduce Microsoft Teams time-to-value and embrace full Microsoft 365 productivity benefits
Intapp Workspaces — part of the OnePlace Collaboration & Content suite — is made for the next generation of work. Team members need to be able to effectively collaborate from anywhere in the world. Intapp Workspaces seamlessly creates purpose-built areas that bring everyone together, pulling the right team members — working locally, nationally, or globally — and information from your firm’s business systems, including Microsoft Teams and SharePoint. It gets them up and running with the perfect templated configurations based on rich, standardized metadata. It also streamlines professionals’ preferred ways of working in Microsoft 365, gathering disjointed engagement information from Microsoft Teams, SharePoint, and other systems into a single pane of glass.
Create new Microsoft Teams workspaces with engagement-centric layouts and content controls. Auto-provision team-based workspaces during intake using preconfigured templates based on client and engagement characteristics, including engagement type or practice area. Populate workspaces with standardized metadata from your firm’s intake software and other systems of record.
Microsoft Teams governance
Manage the entire Microsoft Teams evolution and lifecycle, from initial workspace creation to the addition of new tasks to project closure and team dissolution. Automatically remind workspace owners to update lifecycle stages, keeping everyone accountable for lifecycle management and preventing sprawl.
Insights and intelligence
Create a single pane of glass into each engagement, including relevant content gathered from other firm applications, such as financial management, document management, and practice management systems. Give professionals access to the depth and breadth of your firm’s collective intelligence.
Provide discrete controls for collaboration workspace creation permissions as well as privacy, visibility, and access parameters. Extend centrally managed Intapp Walls security policies into Microsoft Teams to protect sensitive data. Establish boundaries, locking down workspaces to specific groups of people and securing chat, files, and folders within those private channels.
Multidimensional workspace dashboards
Quickly locate any workspace using configurable dashboards that simplify navigation. Filter using rich, standardized metadata — including service, client, project code, lead partner, and other key engagement elements. Reduce workspace redundancy by letting professionals easily check for existing workspaces before they set up new ones.
“Our professionals will have one place to share knowledge and experiences, and will be able to find and consume what they need when they need to. I see Microsoft Teams, optimized by [this software], as the first real collaboration platform for law firms.”
– David Worth, Chief Information Officer, Nelson Mullins
Armstrong Watson, a Top 30 U.K. accounting firm, uses Intapp Workspaces to access enhanced functionality within Microsoft Teams, leveraging its existing Microsoft investment to create a centralized hub for the firm’s professionals.
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