Microsoft 365 collaboration
Enhance collaboration and productivity with engagement-centric Microsoft 365 workspaces
Get more out of Microsoft 365 with secure workspaces that enhance collaboration and productivity while simplifying content management. Intapp Collaboration reduces information governance risk and improves client engagement delivery by enabling you to automatically create engagement-centric Microsoft Teams and SharePoint workspaces while providing access to the right team members.
Get more from Microsoft 365 with Intapp Collaboration
Drive better firmwide outcomes with secure, centralized document collaboration.
Close business faster
Accelerate dealmaking with workspaces tailored to your unique workflows and requirements.
Minimize security risks
Automate workspace permissions controls and secure sensitive information.
Optimize engagement execution
Centralize all content and engagement communications in one convenient hub.
Intapp Collaboration features and benefits
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.
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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Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
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Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
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