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About

Intapp Documents transforms Microsoft SharePoint into a content management system designed to support how your firm collaborates on engagement documents. With direct integration with Microsoft 365, your teams can easily access engagement-centric SharePoint sites, curate metadata for AI technologies like Microsoft Copilot, and improve collaboration workflows on documents. Intapp Documents delivers a user experience built for the needs of your professionals. Simplify document management and boost collaboration to support your engagement growth, directly from Microsoft Outlook and SharePoint. Improve engagement delivery with content management workflows built for the way your firm works, all from Microsoft SharePoint and Outlook. Access a comprehensive view of client work with synchronized content across Microsoft 365. Increase ROI for your firm’s Microsoft 365 investment and maximize interoperability with other Intapp products.

About

Custodian manages and protects your case and email information within Microsoft 365 by extending the capabilities of SharePoint to help you easily manage cases. Secure and familiar case management tools are provided within Microsoft 365 and are accessible from Microsoft Outlook. Users can use SharePoint sites and lists to store case content. You can apply structure, metadata, workflow processes and policy to each case type easily and consistently. Builds case templates for different case types to provide the building blocks required for each new case. Flexible templates, easy provisioning of cases and the ability to expose case documents in Outlook within a high performance client means that organizations can use custodian to deliver easy SharePoint case management that users will adopt and embrace.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises seeking a solution to optimize engagement delivery with simplified content management

Audience

HR, legal, PMO, sales, logistics or procurement teams looking for a case management platform for Sharepoint and Microsoft 365

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Intapp
Founded: 2000
United States
www.intapp.com/documents/

Company Information

Repstor
Founded: 2012
Ireland
www.repstor.com/products/custodian/

Alternatives

Alternatives

CaseMap

CaseMap

LexisNexis
imDocShare

imDocShare

KLoBot
Case Center

Case Center

Thomson Reuters
ProjectReady Central

ProjectReady Central

ProjectReady
CaseEnsemble

CaseEnsemble

Xerdict

Categories

Categories

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Copilot
Microsoft PowerPoint
Microsoft Word

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Copilot
Microsoft PowerPoint
Microsoft Word
Claim Intapp Documents and update features and information
Claim Intapp Documents and update features and information
Claim Repstor custodian and update features and information
Claim Repstor custodian and update features and information