Microsoft Teams based collaboration solution for professional and financial services firms

Transform Data International is now a part of Intapp.

Intapp Workspaces

Transform Microsoft Teams into your collaboration hub

Intapp Workspaces transforms Microsoft Teams into a platform specifically built for creating engagement workflows, generating holistic insights, and automating engagement lifecycle management. Improve collaboration and connect distributed teams — all while automatically preserving your firm’s security and compliance standards. Free your professionals from the strain of administrative burdens and help them focus on strengthening client relationships and collaborating on engagement delivery.

Create workspaces built for how your firm collaborates

Empower firmwide collaboration with Intapp Workspaces

Simplify collaboration

Make new engagement collaboration instantaneous and frictionless.

Mitigate risk

Automate and maintain your firm’s security and governance standards — even with rapid adoption of Microsoft Teams.

Maximize your Microsoft 365 investment

Increase ROI for your firm’s Microsoft 365 investment and its productivity potential.

'The first real collaboration platform for law firms'

Our professionals will have one place to share knowledge and experiences, and will be able to find and consume what they need when they need to. I see Microsoft Teams, optimized by [Intapp Workspaces], as the first real collaboration platform for law firms.

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David Worth
Chief Information Officer
Nelson Mullins

Simplify collaboration for your professionals using Microsoft Teams

Engagement-centric workspaces in Microsoft Teams

Build, customize, and govern workspaces designed for engagement management.

Microsoft Teams governance

Use automated reminders to keep workspace owners accountable for updating lifecycle changes.

Native Intapp Walls integration

Apply and centrally manage exclusionary access permissions to Microsoft Teams. 

Insights and intelligence

Gain a comprehensive view of your engagements with integrated intelligence from Microsoft 365 and other firm systems.

Security policies

Provide creation controls for privacy, visibility, and access across your collaboration workspaces.

Workspace dashboards

Easily locate workspaces with customizable dashboards and standardized metadata filtering.

Frequently asked questions about Intapp Workspaces

Most content management systems aren’t built to support the preferred workflows of professionals who rely on Microsoft 365. When firms can’t configure and standardize Microsoft Teams for the ways their teams work, they struggle to keep all the information that’s shared via Microsoft Teams centrally organized and easily accessible.

Intapp Workspaces lets firms collaborate and share information more efficiently by integrating chat, videoconferencing functionality, and more with Microsoft 365. By introducing engagement-centric use of Teams, your firm will curate rich engagement metadata and, consequentially,  drive meaningful use of AI tools like Microsoft Copilot. Intapp Workspaces helps deliver more productive, profitable engagements by providing a unified engagement management experience inside of Microsoft 365.

Intapp Workspaces empowers your team to efficiently collaborate from anywhere in the world. Intapp Workspaces creates engagement-oriented workspaces so the right team members can access the correct information from business systems like Microsoft Teams and SharePoint. It also creates templated configurations based on rich, standardized metadata. With engagement-centric metadata within Teams, you can drive accurate search results and enable meaningful use of AI tools like Microsoft Copilot. Intapp Workspaces supports your preferred ways of working in Microsoft 365, gathering together disjointed engagement information from SharePoint, Teams, and other systems into a consolidated, “single pane of glass” view.

You can configure Intapp Workspaces to meet your firm’s specific requirements and workflows. You can connect the software with your firm’s existing systems, including financial and practice management platforms. And you can customize Teams workspace templates based on specific firm or engagement criteria. Configure and templatize channel components such as tab and folder structures, embedded dashboards and firm system views, information governance requirements, and more.

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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