Last Updated
Overview
Intalio offers content and process management platform that automates workflows and ensures compliance-ready records. It centralizes case files and documents for secure, easy access. While initial setup requires careful planning, its advanced content services, analytics, and governance tools make it a reliable choice for teams managing complex, compliance-driven operations.
Overall Rating
Based on 12 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Intalio Specifications
- Case Management
- Document Management
- Client Management (CRM)
- e-Signature
What Is Intalio?
Intalio is a document and process management platform designed for compliance-heavy organizations. It automates workflows like case management, document approvals, and correspondence. With content services module, the organizations can manage document capture, storage, and governance. Intalio also enables auditing, retention scheduling, and data compliance. This helps teams reduce manual work, improve document accessibility, and ensure adherence to regulatory requirements across all cases and operations.
Intalio Pricing
Intalio follows a subscription-based pricing model, with plans offered at custom pricing tailored to each organization’s needs.
Intalio Integrations
The software supports integration with organizations' existing CRM and ERP platforms, as well as:
- Microsoft Outlook
- Microsoft Sharepoint
- Odoo
Who Is Intalio For?
Intalio is ideal for a range of industries, including:
- Public sector
- Local government
- Financial services
- Healthcare
- Education
- Construction
- Oil and gas
Is Intalio Right For You?
Do you struggle with fragmented information and inefficient manual tasks, leading to missed deadlines and compliance risks? Intalio could be the solution. It centralizes legal documents, automates operational workflows, and supports e-signatures, ensuring secure, easily accessible records. Trusted by leading firms like Leidos Innovations Corp., Intalio helps legal teams maintain compliance, streamline case management, and execute processes consistently.
Still not sure about Intalio? Contact our support team at (661) 384-7070 for further guidance.
Intalio Features
Document Management
Intalio provides a scalable system for managing the entire document lifecycle, from capture to archiving. It organizes all your files and information in a unified repository, making content effortlessly accessible. This enhances workflow efficiency, reduces manual effort, and saves time on searching for documents.
Digital Assets Management
This module helps businesses organize and automate rich media workflows. It supports multi-format assets, AI-powered tagging, and centralized publishing, enabling teams to reduce content silos and improve brand consistency across channels. It unlocks real business value by empowering media content, engaging stakeholders, and reducing risk.
Case Management
Intalio features case management that allows you to manage complex scenarios from initiation to resolution. It automates task assignments, tracks progress, and enhances collaboration, and improves client service delivery. The platform offers a Case Native Mobile app that ensures accountability and boosts personnel performance.
Intalio Insight
Intalio's data analytics solution leverages machine learning and data visualization to transform information into structured knowledge. It provides advanced analytics and scalable search capabilities. This module supports predictive analytics and cognitive search, driving better business intelligence and enabling informed decision-making.
Pros And Cons of Intalio
Pros
Centralizes the company’s content in a digital repository
Automates workflows, reducing manual tracking and missed deadlines
Comes with an easy-to-use document management interface
Cons
Implementation requires significant professional services
The search functionality can sometimes be difficult
Intalio Reviews
Total 12 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars33%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Building Materials, 500+ employees
More than a year
“Perfect for digital shift with great docs and support”
Pros
Intalio was a perfect fit for our digital shift. The document system is really full-featured and super simple to use. Moving over and getting everyone on board was fast and didn't cause any headaches. Their low-code automation tool is also easy to pick up, we made and launched new processes in just a few hours. The support team really knows their stuff and is great to work with.
Cons
I didn't run into any big problems. The team was always really fast to fix any little issue and add any feature we asked for.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Real Estate, 500+ employees
More than a year
“Seamless Integration and Excellent Support”
Pros
It's easy to use and wasn't hard to connect to our other systems. The support is top-notch.
Cons
There aren't many downsides. Like any tech, there are a few small things to think about, but overall, the product and the team are great and really deliver.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Real Estate, 51-100 employees
Less than a year
“quick setup with useful features”
Pros
The biggest plus for me is how fast you can get it up and running. It comes with all the standard features you'd expect, ready to use from the start
Cons
Just a heads up, the workflow tool is something you have to pay for separately.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Frequently Asked Questions
What language does Intalio support?
Intalio is primarily available in English and French.
Does Intalio have a mobile app?
Yes, Intalio offers iOS and Android-compatible apps.
Does Intalio offer an API?
The vendor has not shared information regarding its API.
What level of support does Intalio offer?
It offers support via call and support ticket alongside different packages, including professional services support, after-sales support, and corrective maintenance.
What types of pricing plans does Intalio offer?
The software offers subscription pricing models that can be tailored to your business size and requirements. Request a personalized Intalio pricing quote for your business.
Who are the typical users of Intalio?
The typical users of Intalio software are people dealing in local government, financial sector, healthcare, education, and construction.
What other apps does Intalio integrate with?
It integrates with CRM and ERP systems like Odoo to enable seamless workflow automation alongside Microsoft Outlook and SharePoint.