Enable modern ways of working
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
Watch our Intapp Workspaces demo
This Intapp Workspaces demo explores how you can provide engagement-centric intelligence and automation within Microsoft Teams.
Intapp Workspaces — part of Intapp Collaboration & Content — 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. And 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 SharePoint, Microsoft Teams, and other systems into a single pane of glass.
To learn more, schedule a personalized Intapp Workspaces demo.
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Create Microsoft Teams workspaces with engagement-centric layouts and content controls. Automatically generate team-based workspaces during the client intake process using established templates that match client and engagement criteria, such as the type of engagement or practice area. Populate workspaces with standardized metadata taken from Intapp Intake or other intake solutions.
Microsoft Teams governance
Manage the complete Microsoft Teams lifecycle, from inception to closure. Use automated reminders to keep workspace owners accountable for updating lifecycle stages and help prevent sprawl.
Insights and intelligence
Create a single pane of glass view into each engagement, including relevant content gathered from other firm solutions like DealCloud. Give professionals unparalleled access to your firm’s collective intelligence.
Provide collaboration workspace creation controls for privacy, visibility, and access. Use Intapp Walls security policies to protect sensitive data in Microsoft Teams. Establish boundaries by locking down workspaces to specific groups and securing private channels.
Multidimensional workspace dashboards
Easily locate workspaces with customizable dashboards and standardized metadata filtering. Avoid workspace redundancy by allowing professionals to check for existing workspaces before creating 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.
“It’s a no-brainer that it’s best to select products designed to work together. Just imagine being able to refer to case numbers and capture data across systems that relate to that case seamlessly.”
— Gillian Hankey, Manager, Matter Management and Reporting, ClientEarth
Learn more about Intapp Workspaces
Discover how Intapp Workspaces can help your firm empower modern ways of working. Please complete the form to request a personalized demo; a team member will contact you shortly to schedule a conversation.
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Intapp Workspaces Product Briefing: Control Privacy and Manage Governance within Microsoft Teams
The rapid adoption of Microsoft Teams during the pandemic created a number of governance, lifecycle management, and user experience challenges unique to law firms. Join Intapp leaders in this product briefing to learn how we’re working with firms to solve these challenges while also...
Best Practices for Matter-Centric Collaboration in Microsoft Teams for Legal Professionals
Law firms need secure and compliant workspaces when using Microsoft Teams. Read our brief to learn about best practices that ensure your firm is using Microsoft Teams safely and securely to its maximum advantage.