Microsoft 365 based collaboration and content solution for consulting firms

Intapp Collaboration + Microsoft 365

Drive project productivity and profitability — with the power of Intapp and Microsoft 365

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Get the most out of AI through Intapp’s seamless integration with Microsoft 365. Automatically create secure Teams and SharePoint workspaces that support consulting firm engagement workflows and simplified content management. With a Microsoft environment built for engagement delivery, you can streamline how your team works, minimize information governance risk, and improve client engagement delivery.

Support engagement workflows and enable modern work with the power of Intapp Collaboration and Microsoft 365.

Get the most out of AI through Intapp’s seamless integration with Microsoft 365. Automatically create secure Teams and SharePoint workspaces that support consulting firm engagement workflows and simplified content management. With a Microsoft environment built for engagement delivery, you can streamline how your team works, minimize information governance risk, and improve client engagement delivery.

Support engagement workflows and enable modern work with the power of Intapp Collaboration & Content and Microsoft 365.

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Support your team’s collaboration with workflows built for consulting engagements.

Get more out of Microsoft 365 — with a workspace customized for consulting firms

Optimize Microsoft 365 for your firm with secure workspaces designed for engagement and content management.

Get more out of Microsoft 365

Improve collaboration and productivity with workspaces purpose-built for your workflows, regulatory requirements, and firm expectations.

Minimize security risk

Safely unlock the full potential of Microsoft’s collaboration and AI tools with flexible governance controls.

Optimize engagement delivery

Improve engagement execution by establishing a modern work hub available across your Microsoft 365 working environment.

The firm's biggest step
for technology in 10 years

I can honestly say we’re seeing seismic ramifications from our decision to transform the way we work. When I wrote my board report for the past year I described implementing [Intapp Documents and Workspaces] as the biggest step for technology in the firm for 10 years.

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Toby Woodhead
Head of Technology
Armstrong Watson

Unlock workflows built for consulting firms — with Intapp Collaboration

Enable meaningful use of AI tools like Microsoft Co-Pilot, get governance and access controls built for consulting firms, and help your professionals get even more out of Microsoft 365.

Intapp Workspaces

Access secure, engagement-centric, AI-enabled workspaces within Microsoft Teams to better collaborate with colleagues and clients.

Intapp Documents

Transform Microsoft Sharepoint into a content management system designed to support how your firm collaborates on engagement documents — all delivered through a native Outlook interface.

Leading consulting firms use Intapp Collaboration to improve their Microsoft 365 experience

Work more efficiently and improve business outcomes with Intapp Collaboration

Configurable Microsoft 365 workspaces

Using automated workflows, govern the creation and maintenance of Microsoft Teams workspaces and corresponding folder structures within Microsoft SharePoint.

Automated information governance and security

Customize data security settings to get more out of Microsoft’s collaboration and AI tools without the risk of oversharing or undermining your firm’s information governance policies.

AI readiness and enablement

Enable safe and meaningful use of AI tools like Microsoft Copilot, and drive better search results with detailed engagement metadata and more secure access controls.

Information synchronization and filing

Integrate, sync, and present information from Microsoft SharePoint, Outlook, and other firm systems within the context of Microsoft Teams.

Secure external access

Configure templated portals for external parties to securely access, edit, and upload documents within Microsoft Teams and SharePoint.

Native system integrations

Generate powerful insights with integrated data from Intapp, Microsoft 365, and other third-party systems across your firm.

Learn more about Intapp Collaboration

Case study

Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records

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  • Accounting
  • Collaboration
  • + 2 more
Blog Posts

Don’t stop at Microsoft Teams: Take the next step in accounting and consulting firm software

Most accounting and consulting firms embraced the cloud and Microsoft Teams during the pandemic, all...

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  • Accounting
  • Consulting
  • + 1 more
Blog Posts

Optimizing Microsoft 365: Document management for consultants

With huge volumes of information flowing in and out of their firms every day, consultants need to kn...

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  • Consulting
  • Collaboration

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