Intapp Collaboration & Content is a SaaS platform designed to transform Microsoft Teams, SharePoint, and Outlook into centralized, engagement-centric collaboration and content hubs tailored for professional services firms. The solution provides intuitive workspaces for managing documents, communications, and client engagement content, integrating natively with Microsoft 365 to streamline workflows and automate governance. It enables professionals to collaborate securely across distributed teams, manage lifecycle changes, and ensure compliance with regulatory and client requirements. The platform includes specialized offerings such as Intapp Collaboration for document management, Intapp Workspaces for engagement-centric experiences and lifecycle management, and Intapp Client Collaboration for secure client communication and file sharing. By centralizing information and automating administrative tasks, Intapp Collaboration & Content helps firms improve efficiency, reduce compliance risks, and deliver better client outcomes.

Key Features

Engagement-Centric Workspaces Purpose-built collaboration spaces within Microsoft Teams for managing client and engagement content.

• Customizable and governed workspaces
• Centralized access to documents and communications

Native Microsoft 365 Integration Extends Teams, SharePoint, and Outlook with industry-specific collaboration tools.

• Seamless document and email filing
• Unified access to engagement information

Automated Governance and Compliance Automates lifecycle management and enforces security policies.

• Automated reminders for workspace updates
• Centralized management of access permissions

Intelligent File Management Simplifies document organization and retrieval.

• Standardized metadata filtering
• Integrated dashboards for quick navigation

Client Collaboration Tools Securely share files and communicate with clients.

• Chat and co-authoring within workspaces
• Permission controls for client access

Operational Insights and Reporting Provides 360-degree engagement insights and analytics.

• Integration with Power BI for reporting
• Visibility into engagement status and history

Benefits

Improved Collaboration and Efficiency Enables seamless teamwork across distributed and cross-functional teams.

• Reduces manual, repetitive tasks
• Centralizes engagement information

Enhanced Compliance and Security Ensures regulatory and client requirements are met.

• Automated governance and access controls
• Reduces compliance gaps and risks

Better Client Outcomes Delivers more responsive and transparent client service.

• Streamlined communication and file sharing
• Reduces risk of missed information

Scalable and Flexible Operations Supports growth and adapts to firm-specific processes.

• Configurable workflows and integrations
• Supports remote and hybrid work environments