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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 Curo365?

Curo365 distinguishes itself as an exceptional Enterprise Practice Management solution by leveraging the powerful Microsoft Dynamics platform. In contrast to traditional legal practice management systems, Curo365 combines functionalities that usually necessitate multiple distinct technologies. This cutting-edge solution equips law firms with Microsoft’s identity-driven security features, creating a secure and intuitive environment for managing files, communications, and diverse data types while providing robust defenses against advanced cyber threats. Microsoft dedicates an impressive $1 billion each year to protect its cloud infrastructure, which serves as the secure foundation for Curo365’s data storage and replication to ensure redundancy and disaster recovery. Additionally, Curo365 enables law firms to fully utilize the Microsoft Office 365 Productivity Suite—including essential applications like Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow, and PowerPoint—allowing attorneys and their teams to collaborate effectively from any location and device. The integration of these dynamic tools not only enhances collaboration but also significantly boosts overall efficiency within legal practices, ultimately transforming the way they operate and serve clients. By streamlining various processes, Curo365 empowers legal professionals to focus more on their core responsibilities and less on administrative burdens.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Outlook
Microsoft Copilot
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
QuickBooks Online

Integrations Supported

Microsoft 365
Microsoft Outlook
Microsoft Copilot
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$16 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

Curo365

Date Founded

2016

Company Location

United States

Company Website

www.curo365.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

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 Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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