Microsoft 365 based content management solution for professional services firms

Intapp Documents: Email filing

Simplify email management

Intapp email filing simplifies email and attachment management within Microsoft Outlook. With predictive email filing and advanced search, users can quickly find the content they need in their inboxes — within the Outlook experience they already know. Increase productivity, reduce tedious tasks, and centralize user access for simplified and compliant file management across your firm.

Quickly file emails with suggested filing locations

Providing more than email management

Save time

Accelerate email categorization and eliminate the need to search for misfiled content.

Enhance access

Integrate your Microsoft 365 experience with various systems, including Microsoft SharePoint, Teams, and Intapp Workspaces.

Improve knowledge retention

Consolidate multiple email clients and file management systems to simplify information retrieval and compliance practices.

Manage, file, search, and more — all from Microsoft Outlook

Native Microsoft Outlook interface

Automatically connect your Outlook experience with information stored in other Microsoft 365 applications.

Easy email management

File emails and attachments, attach and send files or links from any supported repository, and capture outgoing emails via a simple drag-and-drop interface.

Intelligent filing

Organize files faster with filing suggestions based on the content of your emails and attachments. Better track incoming and outgoing documents, detect duplicates, and improve management.

Simplified search

Search for documents and historical email content stored in Microsoft SharePoint directly from your Outlook inbox.

Mobile support

File emails and attachments and search for documents on the go via a mobile interface for Microsoft Outlook.

Schedule a demo of Intapp Documents and Intapp Workspaces

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Intapp Intelligent Cloud

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Intapp Cloud Infrastructure

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

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Ask AI for answers — and get near-instant results — using everyday language.
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