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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance the efficiency and precision of your digital prebills review and approval process like never before with Intapp Billstream. This innovative solution empowers your firm to minimize write-offs and billing conflicts while bolstering client trust and satisfaction through features like built-in compliance for both clients and the firm, collaborative workflows, and in-line editing capabilities. By streamlining the initial invoice acceptance process, you can significantly reduce write-offs. Generate proformas that meet client and firm compliance standards, incorporating necessary integrated requirements. Stay informed on proforma progress with notifications to expedite the review and approval stages. Easily create client-approved proformas that adhere to integrated billing and finance standards. You'll have the ability to track when a proforma is created, monitor unreleased time, and identify any changes made, along with who made them and when. Facilitate the movement of aging proformas by reviewing, recalling, and reassigning tasks as needed. Increase your visibility into suggested billing modifications and pinpoint any bottlenecks through comprehensive audit trails and insightful dashboards, ensuring a smooth and efficient billing process. This advanced system not only enhances operational efficiency but also fosters better communication and cooperation among team members.

Description

Intapp Workspaces revolutionizes Microsoft Teams by transforming it into a tailored platform for developing engagement workflows, generating comprehensive insights, and streamlining engagement lifecycle management. Enhance teamwork and connect remote teams seamlessly while ensuring your organization's security and compliance measures are automatically upheld. By alleviating professionals from the weight of administrative tasks, you allow them to concentrate on nurturing client relationships and collaborating effectively on engagement delivery. Foster immediate and effortless collaboration for new engagements, thereby enhancing the return on investment for your firm's Microsoft 365 usage and maximizing productivity. Maintain your organization’s security and governance protocols through automation, even amidst the swift rise in Microsoft Teams' utilization. Create, customize, and oversee workspaces specifically designed for managing engagements, and utilize automated reminders to ensure that workspace owners remain accountable for timely updates on lifecycle changes. This comprehensive approach not only boosts efficiency but also reinforces your firm's commitment to delivering high-quality service.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Intapp Time
Microsoft 365
Microsoft Copilot
Microsoft SharePoint
Microsoft Teams

Integrations

Intapp Time
Microsoft 365
Microsoft Copilot
Microsoft SharePoint
Microsoft Teams

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/billing/

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/workspaces/

Product Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Product Features

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