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Intapp Workspaces
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.
Automate and maintain your firm’s security and governance standards — even with rapid adoption of Microsoft Teams.
Increase ROI for your firm’s Microsoft 365 investment and its productivity potential.
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.
Build, customize, and govern workspaces designed for engagement management.
Use automated reminders to keep workspace owners accountable for updating lifecycle changes.
Apply and centrally manage exclusionary access permissions to Microsoft Teams.
Gain a comprehensive view of your engagements with integrated intelligence from Microsoft 365 and other firm systems.
Provide creation controls for privacy, visibility, and access across your collaboration workspaces.
Easily locate workspaces with customizable dashboards and standardized metadata filtering.
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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.
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