Applying structure, security, and compliance for Microsoft Copilot

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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.

Access an overview of your Microsoft Copilot security coverage across SharePoint, as well as areas of higher collaboration and risk of oversharing

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.

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.

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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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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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