Audience
Enterprises seeking a solution to optimize engagement delivery with simplified content management
About Intapp Documents
Intapp Documents transforms Microsoft SharePoint into a content management system designed to support how your firm collaborates on engagement documents. With direct integration with Microsoft 365, your teams can easily access engagement-centric SharePoint sites, curate metadata for AI technologies like Microsoft Copilot, and improve collaboration workflows on documents. Intapp Documents delivers a user experience built for the needs of your professionals. Simplify document management and boost collaboration to support your engagement growth, directly from Microsoft Outlook and SharePoint. Improve engagement delivery with content management workflows built for the way your firm works, all from Microsoft SharePoint and Outlook. Access a comprehensive view of client work with synchronized content across Microsoft 365. Increase ROI for your firm’s Microsoft 365 investment and maximize interoperability with other Intapp products.
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Custodian manages and protects your case and email information within Microsoft 365 by extending the capabilities of SharePoint to help you easily manage cases. Secure and familiar case management tools are provided within Microsoft 365 and are accessible from Microsoft Outlook. Users can use SharePoint sites and lists to store case content. You can apply structure, metadata, workflow processes and policy to each case type easily and consistently. Builds case templates for different case types to provide the building blocks required for each new case. Flexible templates, easy provisioning of cases and the ability to expose case documents in Outlook within a high performance client means that organizations can use custodian to deliver easy SharePoint case management that users will adopt and embrace.
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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. Make new engagement collaboration instantaneous and frictionless. Increase ROI for your firm’s Microsoft 365 investment and its productivity potential. Automate and maintain your firm’s security and governance standards, even with the rapid adoption of Microsoft Teams. Build, customize, and govern workspaces designed for engagement management. Use automated reminders to keep workspace owners accountable for updating lifecycle changes.
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Integrations
Company Information
Intapp
Founded: 2000
United States
www.intapp.com/documents/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
Intapp Documents Frequently Asked Questions
Q: What kinds of users and organization types does Intapp Documents work with?
Intapp Documents works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Intapp Documents support in their product?
Intapp Documents supports these languages: English.
Q: What kind of support options does Intapp Documents offer?
Intapp Documents offers support via phone support and online.
Q: What other applications or services does Intapp Documents integrate with?
Intapp Documents integrates with: Microsoft Copilot, Microsoft Outlook, Microsoft Word, Microsoft 365, Microsoft PowerPoint, and Microsoft SharePoint.
Q: What type of training does Intapp Documents provide?
Intapp Documents provides training in the form of documentation, live online, webinars, and videos.
