Microsoft 365 collaboration
Enhance collaboration and productivity with
deal-centric Microsoft 365 workspaces
Intapp private capital solutions
Solutions for private capital firms
Solutions for private capital markets
Get more out of Microsoft 365 with secure workspaces that enhance collaboration and productivity while simplifying content management. Intapp Collaboration mitigates information governance risk and improves deal execution by enabling you to automatically create deal-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 deal execution with workspaces tailored to your unique workflows and requirements.
Minimize security risks
Automate workspace permissions controls and secure sensitive information.
Optimize deal execution
Centralize all content and engagement communications in one convenient hub.
Empower dealmakers to work better together
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.
Learn more about Intapp Collaboration
Blog Posts
Benefits of Intapp Workspaces and Microsoft 365 integration
The COVID-19 pandemic forced many professional services firms to adopt a remote work environment and...
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Blog Posts
Improve collaboration and connectivity with Intapp Workspaces
When the COVID-19 pandemic hit, firms quickly adopted digital technology and a hybrid work environme...
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Collaboration
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