Type Short Description SaaS (Microsoft Teams-based Collaboration and Lifecycle Management Platform) Cloud-based solution that extends Microsoft Teams with engagement-centric workspaces, lifecycle management, governance, and compliance for professional services. Short description (with maximal 155 characters.)

SaaS platform that extends Microsoft Teams with engagement-centric workspaces, lifecycle management, governance, and compliance for professional services.

Short description

Intapp Workspaces is a SaaS platform that transforms Microsoft Teams into a centralized collaboration and engagement management hub for professional services firms. The solution enables organizations to build, customize, and govern workspaces tailored to client engagements, projects, or matters, automating the entire engagement lifecycle from creation to closure. Intapp Workspaces integrates natively with Microsoft 365, SharePoint, and other firm systems, providing 360-degree insights, standardized processes, and secure document management. The platform enforces security and compliance policies, automates governance tasks such as workspace archiving and access control, and prevents Teams sprawl by templating and managing workspace creation. With customizable dashboards, metadata filtering, and integration with tools like Power BI, Intapp Workspaces streamlines collaboration, improves operational efficiency, and ensures regulatory and client requirements are met.

Key Features

Engagement-Centric Workspaces Purpose-built workspaces within Microsoft Teams for managing client engagements, projects, or matters.

• Customizable templates for different engagement types
• Centralized access to documents, communications, and tasks

Lifecycle Management and Governance Automates the creation, management, and closure of workspaces.

• Automated reminders for lifecycle updates
• Auto-archiving of inactive or completed workspaces

Native Microsoft 365 and SharePoint Integration Seamlessly connects with Microsoft Teams, SharePoint, and Outlook.

• Exploits SharePoint version management and document features
• Unified access to engagement information

Security and Compliance Controls Enforces firm-wide security and compliance standards.

• Centralized management of access permissions
• Integration with Intapp Walls for exclusionary access

Customizable Dashboards and Metadata Filtering Provides real-time insights and easy navigation.

• Standardized metadata for filtering and search
• Custom dashboards for tracking engagement status

Advanced Reporting and Analytics Delivers operational insights and performance tracking.

• Integration with Power BI for analytics
• Audit trails for sensitive information

Integration with Other Intapp Solutions Enhances functionality through seamless integration.

• Connects with Intapp Intake, Walls, and other systems
• Supports workflow-driven approval and setup

Benefits

Streamlined Collaboration and Efficiency Reduces administrative burden and improves teamwork.

• Centralizes engagement information and processes
• Automates repetitive governance tasks

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

• Automated access controls and audit trails
• Prevents unauthorized access and Teams sprawl

Improved Client Service and Transparency Delivers better client outcomes through standardized processes.

• Real-time insights into engagement status
• Secure sharing and communication with clients

Scalable and Flexible Operations Adapts to firm-specific needs and supports growth.

• Configurable templates and workflows
• Scalable for firms of all sizes