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Ratings and Reviews 6 Ratings
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What is Intapp Documents?
Intapp Documents transforms Microsoft SharePoint into a powerful content management system designed specifically to improve collaboration on engagement documents within your organization. By integrating smoothly with Microsoft 365, your teams can easily access SharePoint sites focused on engagements, enabling them to organize metadata effectively while utilizing AI tools like Microsoft Copilot to enhance document collaboration workflows. This innovative solution is crafted to meet the unique preferences and needs of your professionals, simplifying document management and fostering more effective teamwork directly through Microsoft Outlook and SharePoint. By streamlining content management workflows to fit your firm's operational style, Intapp Documents improves the delivery of engagement services using these familiar platforms. Experience a comprehensive view of client work with content that effortlessly syncs across Microsoft 365, ensuring your firm stays productive and well-connected. This integration not only maximizes the return on investment for your Microsoft 365 resources, but it also enhances compatibility with other offerings from Intapp, leading to a more cohesive and efficient work environment. Consequently, your firm can expect to see significant growth in engagement and operational efficiency, paving the way for a future where collaboration and productivity thrive. With these advancements, teams can navigate complex projects with ease, ultimately driving success and innovation within the organization.
What is Assembly Neos?
For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload.
Introducing Intake Pro, now available! This feature automates the processing of incoming leads from calls or web inquiries, instantly notifying clients. Users can easily generate and dispatch retainer agreements, referral letters, or rejection notices with just a click. The system also produces reports that track marketing campaigns, offering insights into return on investment and pipeline activity. Moreover, with the ability to schedule automated emails and send SMS messages, Intake Pro helps keep leads engaged and ready for conversion.
Integrations Supported
Microsoft 365
Microsoft Outlook
Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawToolBox
Mailchimp
Microsoft Azure
Integrations Supported
Microsoft 365
Microsoft Outlook
Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawToolBox
Mailchimp
Microsoft Azure
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$99 per user per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Intapp
Date Founded
2000
Company Location
United States
Company Website
www.intapp.com/documents/
Company Facts
Organization Name
Assembly Software
Date Founded
1985
Company Location
United States
Company Website
www.assemblysoftware.com
Categories and Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control