Trusted AI
Harness Microsoft Copilot while preserving client confidentiality and trust
Adopt Microsoft Copilot and remain confident that the sensitive information your firm possesses is completely secured and prepared for generative AI. Intapp applies your firm’s business structure and security requirements to firm, client, and engagement data in Microsoft 365 and beyond. As a result, you’ll gain better results with Microsoft Copilot without risking your firm’s security.
Achieve compliance while optimizing Microsoft Copilot performance with Intapp
Protect sensitive information and boost productivity by structuring your data.
Add structure
Obtain relevant, worthwhile results from Microsoft Copilot by structuring your data, so that Microsoft Copilot has the context signals it needs.
Apply security
Enforce ethical wall and information security requirements when using Microsoft Copilot.
Manage deployment
View and manage the Microsoft SharePoint sites and Teams that Copilot is indexing and can access.
Features and benefits
Centralized confidentiality control
Secure and manage access to sensitive information across Microsoft 365 and other systems.
Copilot dashboards
Visualize and control all the data sources Microsoft Copilot has access to via Microsoft Graph, plug-ins, and other services.
Engagement-centric data structure
Drive relevant, useful results from Microsoft Copilot by adding industry-specific metadata to SharePoint and Teams.
Native security enforcement
Apply policies to Microsoft SharePoint and Teams using native security controls that Copilot will adhere to.
Self-maintaining management
Automatically correct unauthorized modifications and ensure proper access with built-in monitoring and detection of changes to internal teams.
Learn more about Intapp Walls for Copilot
Blog Posts
Information governance risks with modern legal work
Information governance controls are critical to realizing the benefits — and minimizing the risks ...
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News
American Banker – AI copilots: How are banks using them, and do you need one?
Intapp’s Ben Harrison spoke with Penny Crosman Executive Editor at American Banker for her art...
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Confidently harness Microsoft Copilot with Intapp
Intapp is helping to address the oversharing problem and enable you to unlock incredible intelligence. Contact us to learn more about how our software solutions prepare and secure your data for Microsoft Copilot.
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.
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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Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
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