Transform Microsoft Teams into a modern legal desktop that users love
Microsoft Teams has become a lawyers’ go-to tool for collaboration, but many law firms are using the tool in its native form, without effective governance controls in place and without having the platform optimized for the legal sector.
Intapp Workspaces is a powerful extension to Microsoft Teams, expanding the platform into a personalized collaboration tool for law firms for both internal and external use. With auto-provisioned workspaces, templates, streamlined lifecycle management, and document management system integration, users can intuitively and efficiently collaborate on complex legal matters.
Unified matter collaboration
Streamline collaboration and enhance productivity by bringing together all aspects of a legal matter in one place. Through a single pane of glass, your team can access matter conversations, tasks, meetings, documents, and client financials in real time, creating a centralized hub for efficient and effective communication. This not only simplifies the management of complex cases but also enhances the client experience by providing quick and easy access to critical information.
Enhanced document collaboration
Empower your legal team to collaborate seamlessly and efficiently by checking out documents from document management systems (such as iManage or NetDocuments) and utilizing enhanced co-authoring collaboration capabilities. With these capabilities, collaborating with other teams is a breeze, allowing for a streamlined approach to document management. Once collaboration is complete, easily add the updated documents back in as a major or minor version. This approach simplifies the co-authoring process and ensures that all team members have access to the most up-to-date version of each document.
Improved matter organization and planning
Intapp Workspaces boosts planning and organization with templatization and auto-provisioning of Microsoft 365 applications, including Planner, Wiki, and OneNote. By creating tailored buckets in Microsoft Planner and assigning appropriate roles based on the type of matter, the setup and task management process is simplified. Additionally, users can effortlessly add custom tasks to meet their team’s unique needs.
Enable a modern way of working
Lawyers can use matter-centric workspaces and collaboration tools to access, organize, and share matter-related content. The platform integrates with popular document management systems and offers Microsoft Power BI Reports and co-authoring for improved productivity.
Reduce risk and manage confidentiality
A law firm’s reputation is everything, so keeping client data safe is paramount. Intapp offers automated ethical wall enforcement, seamless Intapp Intake integration, secure Microsoft Teams management, and a content connector for document management systems.
Exceed client expectations
Clients are demanding more. You can update them more easily and efficiently with a single, intuitive interface for accessing and managing matter information across different systems and platforms. You can also avoid endless email chains by chatting and sharing files of any size with clients in your own Microsoft Teams tenant in a secure shared channel.
"[Intapp Workspaces] is our ‘Easy’ button…. As CIO, I don’t have to worry about figuring out how to manage the archiving or compliance process, as this suite takes all that pain away."
Chief Information Officer
Intapp Workspaces is purpose built for law firms
Intapp Workspaces enhances a lawyer’s ability to serve clients by consolidating teams and matters into a single, streamlined platform. With easy team creation and appropriate channels, your lawyers can seamlessly collaborate and manage tasks. Instead of your lawyers having to search through lengthy email threads for information and files, they can find files and information in secure channels.
Intapp Workspaces standardizes matter handling processes, accelerates case completion, streamlines matter workflow, and enhances knowledge management. With access to industry templates, a centralized document repository, and standardized workflows by practice area, it also increases practice-based collaboration.
Intapp Workspaces enables a modern way of working, optimizing Microsoft Teams to greatly improve matter management and collaboration with matter-centric workspaces, a content connector, Power BI reports, and co-authoring capabilities. By providing a seamless experience for your firm’s lawyers, your IT team will have highly satisfied users and avoid the hassles of patchwork solutions. By automating workflows and improving collaboration, Intapp Workspaces also enhances data accuracy.
In addition, Intapp Workspaces automates ethical walls, connects to intake solutions, enhances security, and auto-archives matters for improved compliance, efficiency, and reduction in Teams sprawl.
Security, risk and compliance leaders
Intapp Workspaces helps to reduce risk and manage client confidentiality. To achieve this, firms can automate ethical walls enforcement, integrate the intake process, securely manage Microsoft Teams, connect to legacy DMS, and utilize shared channels for client updates.
With Intapp Workspaces, you’ll also reduce Microsoft Teams sprawl and standardize your deployments with templates and automated workflows. With Intapp Intake and Intapp Walls, you can restrict access to those actually working on the matter. In addition, Intapp Workspaces enables data retention control in Microsoft Teams.
We have a proven roadmap for helping law firms optimize Microsoft Teams and achieve greater efficiency, productivity, and success
“With its depth of experience in working with law firms, Intapp provided a solution that offers all the controls and functionality we needed as a law firm.”
— David Worth, Chief Information Officer, Nelson Mullins
“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, Client Earth
Dykema employs Intapp Workspaces to advance Microsoft Teams for enhanced collaboration across a multi-office law firm
Dykema, an Am-Law 200 law firm, needed to find a technology solution that met the firm’s critical matter use cases, data security, and governance requirements associated with the rollout of Microsoft Teams.
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Best Practices for Matter-Centric Collaboration in Microsoft Teams for Legal Professionals
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Pat Archbold on the future of law firm management software
Pat Archbold, General Manager of Collaboration and Content at Intapp, discusses the ways in which Intapp and Microsoft Teams are the future of law firm management software.
Intapp Workspaces leverages a firm’s investment in Microsoft 365 to create the ultimate collaborative environment tailored to the unique workflows, regulatory requirements, and user experience expectations of legal professionals.
Watch this short demo to learn more.
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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