Microsoft 365 based collaboration and content solution for capital markets

Microsoft 365 collaboration

Enhance collaboration and productivity with
deal-centric Microsoft 365 workspaces

Get more out of Microsoft 365 with secure workspaces that enhance collaboration and productivity while simplifying content management. Intapp Collaboration mitigates information governance risk and improves deal execution by enabling you to automatically create deal-centric Microsoft Teams and SharePoint workspaces while providing access to the right team members.

Enable deal-centric collaboration with the combined power of Intapp and Microsoft 365.

Get more from Microsoft 365 with Intapp Collaboration

Drive better firmwide outcomes with secure, centralized document collaboration.

Close business faster

Accelerate deal execution with workspaces tailored to your unique workflows and requirements.

Minimize security risks

Automate workspace permissions controls and secure sensitive information.

Optimize deal execution

Centralize all content and engagement communications in one convenient hub. 

Empower dealmakers to work better together

Improve teamwork and client outcomes with Microsoft 365-based collaboration and content management.

Configurable Microsoft 365 workspaces

Create Microsoft Teams workspaces that meet your unique needs, and build corresponding folder structures within Microsoft SharePoint.

Automated workspace creation

Save time by automatically creating deal-specific Microsoft 365 workspaces and providing access via automated workflows in Intapp DealCloud.

Simplified Intapp DealCloud integration

Automatically create and maintain deal-specific workspaces in Microsoft 365 via DealCloud.

Automated information governance and security

Tailor information security settings to maximize use of Microsoft collaboration and AI tools while ensuring compliance with your firm’s policies.

Native Microsoft 365 integration

Get powerful insights using data from Microsoft Copilot, Power BI, Planner, and Power Automate.

Automated Microsoft Teams archiving

Ensure information is securely managed and assets remain easily discoverable when engagements are complete.

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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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