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Overview
Intapp Workspaces helps law firms utilize matter-centric Microsoft 365 workspaces to boost productivity and collaboration. While requiring configuration for unique firm workflows, the platform minimizes information governance risk by applying strict security controls. Overall, it is essential for the legal vertical seeking to improve client service delivery.
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Starting Price
Custom
Intapp Workspaces Specifications
Document Management
Workflow Automation
Compliance & Security Features
Integration
What Is Intapp Workspaces?
Intapp Workspaces is a cloud-based collaboration and content solution built specifically for the legal industry, leveraging and enhancing the core capabilities of Microsoft 365 and Azure stability. The platform offers solutions tailored to enable modern, secure work environments by centralizing client matters within purpose-built workspaces. It is designed to maximize a firm's Microsoft 365 investment by handling client matters more effectively with purpose-built workspaces that are tailored to unique firm expectations and regulatory requirements. It specializes in minimizing information governance risk.
Intapp Workspaces Pricing
Intapp Workspaces Integrations
Who Is Intapp Workspaces For?
Intapp Workspaces is ideal for a wide range of industries and sectors, including:
- Accounting
- Consulting
- Corporate
- Investment banking
- Legal
Is Intapp Workspaces Right For You?
If you are looking for enterprise-grade collaboration built on Microsoft 365 for professional or financial and legal services firms, this software could be the ideal choice for you. Intapp Workspaces delivers matter-centric workspaces, helps firms enforce governance and security, and lets you fully leverage your existing Microsoft Teams investment. Built on Intapp’s cloud infrastructure with Azure at its core, it supports regulatory, security and scalability demands in top-tier firms. Trusted by firms worldwide — including 95 of the Am Law 100 — Intapp has proven enterprise presence and trust.
Still doubtful if Intapp Workspaces is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Intapp Workspaces Features
This feature helps law firms centrally govern the creation and ongoing maintenance of purpose-built Microsoft Teams workspaces through automated workflows. Intapp Workspaces ensures these environments are tailored precisely to the firm’s unique regulatory requirements and internal expectations. This centralized control is vital for maintaining consistency across all client matters and supporting OCG adherence.
The platform tailors and automatically applies precise data security settings to govern access and content usage, crucial for mitigating risk. Intapp Workspaces minimizes the critical risk of oversharing sensitive client information and ensures the firm’s strict information governance policies are not undermined during high-volume collaboration.
This feature enables the safe and meaningful deployment of AI tools, specifically citing Microsoft Copilot integration. The software drives better AI results by applying essential matter-centric metadata and the specific data access controls that the firm requires directly within the Microsoft 365 environment. This structure ensures ethical information compartmentalization.
Users can configure secure, templated workspaces within Microsoft Teams specifically for external parties, such as clients or co-counsel. This feature allows third parties to safely access, edit, and upload documents under the firm’s explicit control, providing optimized client service delivery without compromising data security boundaries.
The platform incorporates and utilizes critical data from across the firm’s technology stack to generate powerful workflows and insights. The software uses data from Intapp Walls to enable exclusionary permissions enforcement and leverages Intapp Intake or the FMS (financial management system) to trigger automated workspace creation.
