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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 Collavate?
Utilize Collavate to turn your ideas into concrete results through a dependable cloud platform that facilitates effortless collaboration and document review. This tool allows you to draft, edit, and create documents while sharing them with other teams for their input, ensuring you capture diverse perspectives by tagging specific individuals for their insights. The Document Manager within Collavate efficiently oversees all documents and regulates permissions for each entry, maintaining organized control. Designed for simplicity, the approval workflow is intuitive and easy to navigate. Collavate supports a variety of devices, including web browsers, smartphones, printed materials, and e-ink displays, enabling access from anywhere. This design empowers approvers to focus more on the content rather than on the logistics of document access. Additionally, Collavate offers customization options for the approval process, enabling alignment with your team’s unique structure and workflows to foster better collaboration and oversight. By integrating Collavate into your operations, your team can significantly optimize processes and boost overall productivity, making it an essential tool for modern workplaces. Furthermore, the platform's user-friendly interface enhances the overall experience, making it easier for all team members to engage and contribute effectively.
Integrations Supported
Google Chat
Google Docs
Google Drive
Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft SharePoint
Microsoft Word
PowerPoint
Slack
Integrations Supported
Google Chat
Google Docs
Google Drive
Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft SharePoint
Microsoft Word
PowerPoint
Slack
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Collavate
Date Founded
2013
Company Location
United States
Company Website
www.collavate.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
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration