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Average Ratings 15 Ratings

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features
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support

Description

Intapp Documents revolutionizes Microsoft SharePoint by transforming it into a robust content management system tailored for enhancing collaboration on engagement documents within your firm. By seamlessly integrating with Microsoft 365, your teams gain straightforward access to engagement-focused SharePoint sites, allowing them to organize metadata in a way that leverages AI tools such as Microsoft Copilot, thus streamlining document collaboration workflows. This solution is specifically designed to cater to the preferences and requirements of your professionals, making document management simpler and collaboration more effective, all directly through Microsoft Outlook and SharePoint. By optimizing content management workflows to align with your firm’s operational style, Intapp Documents enhances the delivery of engagement services right from these platforms. Enjoy a holistic view of client work with content that syncs effortlessly across Microsoft 365, ensuring that your firm remains productive and connected. Ultimately, this integration not only boosts the return on investment for your Microsoft 365 resources but also enhances compatibility with other Intapp offerings, paving the way for a more integrated and efficient work environment. As a result, your firm can achieve greater engagement growth and improved operational efficiency.

Description

Microsoft SharePoint empowers organizations to securely create, manage, and share content across teams with built-in AI intelligence and collaboration tools. It serves as a central hub for communication, document management, and process automation—enhanced by Copilot for rapid site creation and SharePoint agents that answer questions, summarize data, and provide actionable insights. Users can easily design modern intranet sites using templates, flexible layouts, and drag-and-drop elements tailored to their brand identity. With advanced management controls, IT administrators maintain strict data governance, identity management, and compliance across departments. Integrated with Teams, OneDrive, Outlook, and Power BI, SharePoint ensures a connected workflow where content and people align effortlessly. Its AI-driven knowledge discovery transforms passive files into searchable, intelligent resources that drive decision-making. The platform also supports immersive media, dynamic dashboards, and multilingual content to enhance internal communication. Whether for small businesses or global enterprises, SharePoint is the foundation for a unified, secure, and AI-ready digital workplace.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Appenate No 
BDRCloud No 
Cerkl Broadcast No 
Circularo No 
Crowdin No 
DocAve No 
K2C PSMF Solution No 
Kernel G Suite Backup Tool No 
Meridian for Proposal Teams No 
Microsoft Excel No 
Pipefy No 
Power Framework No 
SAP Store No 
SkyKick No 
StackAI No 
StorageCraft Cloud Backup No 
Upland PSA No 
Vaulten No 
imDocShare No 

Integrations

Microsoft 365 Yes 
Appenate Yes 
BDRCloud Yes 
Cerkl Broadcast Yes 
Circularo Yes 
Crowdin Yes 
DocAve Yes 
K2C PSMF Solution Yes 
Kernel G Suite Backup Tool Yes 
Meridian for Proposal Teams Yes 
Microsoft Excel Yes 
Pipefy Yes 
Power Framework Yes 
SAP Store Yes 
SkyKick Yes 
StackAI Yes 
StorageCraft Cloud Backup Yes 
Upland PSA Yes 
Vaulten Yes 
imDocShare Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1.00/one-time/user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/documents/

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

www.microsoft.com

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Product Features

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management No 
Document Management No 
Project Management No 
Real Time Editing Yes 
Task Management No 
Version Control No 
Video Conferencing Yes 

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

Intranet

Activity / News Feed No 
Blogs No 
Calendar Management No 
Content Management No 
Discussions / Forums No 
Employee Directory No 
Knowledge Management Yes 
Policy Management No 
Search No 
Wiki No 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management No 
Self Service Portal No 

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