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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 Forms Workflow?

Aderant’s Forms Workflow solution provides access to customizable Microsoft Word templates alongside a comprehensive litigation flow platform. This innovative tool aids law firms in minimizing risks, cutting costs, enhancing their practice, and managing potential challenges effectively. You have the capability to auto-fill as many as 50 forms simultaneously, with the convenience of downloading and editing them directly in Microsoft Word. Furthermore, Forms Workflow enables users to search, download, modify, and securely save their forms, streamlining the entire process for greater efficiency. Overall, this solution significantly enhances the operational workflow within legal practices.

Media

Media

No images available

Integrations Supported

Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft SharePoint
Microsoft Word
PowerPoint

Integrations Supported

Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft SharePoint
Microsoft Word
PowerPoint

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

Aderant

Date Founded

1978

Company Location

United States

Company Website

www.aderant.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

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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