This product focuses on document management and workflow automation, offering pre-built integrations with existing systems, secure collaboration features, and customizable templates.
Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
More Document Management Systems
More Operations and Finance ...
|
Data Encryption Files are encrypted at rest and during transmission. |
Intapp literature and security documentation highlight encryption at rest and in transit as core features. | |
|
Granular Access Controls Define user-level or group-level permissions for viewing, editing, or sharing documents. |
Role- and group-based permissions are a standard component of Intapp Flow's access management. | |
|
Role-Based Access Access permissions are managed based on organizational roles. |
Intapp Flow utilizes role-based access control for workflow and document protection. | |
|
Audit Trails Tracks every access and modification to documents for compliance and review. |
Audit trails are provided for regulatory compliance and internal review, as described on Intapp's website. | |
|
Compliance Standards Support for frameworks like SOC 2, GDPR, HIPAA, or industry-specific rules. |
Intapp supports common regulatory frameworks (SOC 2, GDPR, etc.) for document management platforms. | |
|
Multi-factor Authentication Requires multiple authentication methods for greater security. |
Multi-factor authentication is available and recommended for all Intapp Flow clients. | |
|
Document Retention Policies Configurable rules for automatic document archival or deletion. |
Customizable retention policies for documents are listed in official Intapp Flow documentation. | |
|
Legal Hold Support Ability to prevent deletion of documents under legal scrutiny. |
No information available | |
|
Redaction Tools Capability to redact sensitive sections within documents. |
No information available | |
|
IP Whitelisting/Blacklisting Restrict or allow access by IP address. |
No information available |
|
Folder Hierarchies Supports nested folders for organizing documents by deal, fund, or entity. |
Supports foldering and nested structures for entity/deal organization per product datasheet. | |
|
Tagging and Metadata Custom tags and metadata fields for easy search and classification. |
Tagging and metadata fields for search/filtering are advertised as part of the solution. | |
|
Advanced Search Full-text search, filter by metadata, and optical character recognition (OCR) for scanned documents. |
Advanced search, metadata filtering, OCR mentioned in Intapp Flow feature list. | |
|
Bulk Upload/Download Upload or download multiple files or folders at once. |
Bulk upload/download described as part of core document intake and distribution tools. | |
|
Version Control Retains document history and supports rollback to previous versions. |
Version control/rollback are explicitly available for users. | |
|
Check-In/Check-Out Avoid conflicting edits with document locking for changes. |
No information available | |
|
Automated Folder Creation Automatically generate folder structures based on workflows or templates. |
Automated folder structure creation driven by workflow is a highlighted feature. | |
|
Document Previews Preview contents of common file types within the platform. |
Supports in-browser preview of standard office/file types. | |
|
File Size Limit Maximum file size supported per upload. |
No information available | |
|
Total Storage Capacity Total storage available for the organization. |
No information available | |
|
Document Templates Store and apply document templates for repetitive tasks. |
Document template storage and re-use for workflow automation is regularly promoted by Intapp. |
|
In-Document Commenting Real-time comments and discussions within documents. |
Comments within documents are supported for collaborative workflow. | |
|
Task Assignment Assign review or approval tasks to individuals or teams. |
Review and approval task assignments can be configured within the workflow. | |
|
Workflow Automation Automate document routing, approvals, and notifications. |
Automation of review, approval, and notification workflows is a key marketing message for Flow. | |
|
E-Signature Integration Collect legally binding electronic signatures on agreements. |
Electronic signature integrations (e.g., DocuSign) are featured integrations. | |
|
Approval Chains Set up sequential or parallel approval requirements on key documents. |
Supports sequential/parallel approval workflows in configuration options. | |
|
External Sharing Securely share documents with portfolio companies, investors, or legal counsel. |
Secure external sharing with configurable permissions is shown in solution demos. | |
|
Activity Notifications Email or system notifications for document actions and status changes. |
Notification framework includes document action/status change triggers. | |
|
Watermarking Automatically watermark downloaded or shared files. |
No information available | |
|
Comment History Retain an audit trail of document comments and discussions. |
No information available | |
|
Co-authoring Multiple users can edit documents simultaneously. |
No information available |
|
APIs Robust API access for custom integrations and automation. |
API access for workflow/data integration is available; referenced in technical materials. | |
|
CRM Integration Connects with commonly-used CRM systems for document syncing. |
CRM integrations (often with Salesforce) are available, referenced as pre-built integration. | |
|
Accounting Software Integration Sync relevant documents with financial and accounting tools. |
No information available | |
|
Portfolio Management Systems Integration Seamlessly attach or link documents to relevant entities in portfolio management software. |
No information available | |
|
Single Sign-On (SSO) Supports SAML, OAuth, or other single sign-on protocols. |
SSO with SAML/OAuth is fully supported as part of access configuration. | |
|
Cloud Storage Integration Integrates with cloud storage providers (e.g., Box, Dropbox, Google Drive). |
No information available | |
|
Email Plugins/Add-Ons Save correspondence or attachments directly from email. |
No information available | |
|
Calendar Integration Link document-related milestones or signings to calendars. |
No information available | |
|
Custom Webhooks Trigger external workflows based on document events. |
No information available | |
|
Bulk Data Import/Export Easily migrate documents to and from other platforms. |
Bulk import/export features are mentioned for onboarding and migration use cases. |
|
Comprehensive Audit Logs Tracks all document activities and user actions for investigation. |
Comprehensive audit logging is described and configurable for compliance purposes. | |
|
Customizable Reports Generate reports on access, version history, and compliance adherence. |
Custom/standard reports can be generated, including access and compliance by document/user. | |
|
Anomaly Detection Alerts about suspicious access patterns or downloads. |
No information available | |
|
Exportable Audit Data Export logs and activity histories for review/audit. |
No information available | |
|
User Access Reports Report showing who has accessed which documents. |
User access reports (who accessed what) are available per audit/logging docs. | |
|
Retention Policy Reports Monitor compliance with document retention and deletion policies. |
Retention/deletion reporting options are discussed in admin guides (for compliance/audit). | |
|
Time to Access Measurement of how long it takes authorized users to access a document. |
No information available | |
|
Number of Audit Events Logged Tracks the number of auditable events per time period. |
No information available | |
|
Automated Compliance Summaries Generate periodic summaries for regulatory compliance. |
No information available | |
|
Role Change Logs Track changes to user roles and permission assignments. |
No information available |
|
Intuitive User Interface Modern, clean, and easily navigable UI. |
Modern, simple UI regularly cited in both marketing materials and user reviews. | |
|
Multilingual Support User interface available in multiple languages. |
Not as far as we are aware.* No evidence of multilingual UI support in public Intapp Flow documentation. | |
|
Customizable Dashboards Personalized homepage and widgets for quick access. |
User dashboards and personalized widgets are referenced in marketing collateral. | |
|
Mobile App Availability Dedicated mobile apps for iOS and Android. |
Not as far as we are aware.* Mobile app not listed; only browser/mobile browser access is referenced. | |
|
Mobile Web Interface Fully functional mobile-optimized web experience. |
Product is usable on mobile browsers and optimized accordingly. | |
|
Accessibility Compliance Meets WCAG or other accessibility standards (screen readers etc.). |
Accessibility features and conformance to WCAG is cited as a development requirement. | |
|
User Onboarding Tools Tutorials, guides, and tooltips for new users. |
Product includes onboarding guides, tooltips, and support resources. | |
|
Bulk User Invitations Invite and set permissions for multiple users at once. |
Not as far as we are aware.* No public offer of bulk user invitations; appears to be managed in admin portal on a per-user basis. | |
|
Theme Customization Adjust colors, logos, and branding for firm identity. |
Branding and theme options (logos, colors, etc.) are configurable. | |
|
Keyboard Shortcuts Keyboard-friendly navigation and commands for power users. |
No information available |
|
Document Checkpoints Define key milestones in the workflow (e.g., draft, negotiation, signed, archived). |
No information available | |
|
Expiration/Renewal Alerts Automatic notifications for document expiry or renewal dates. |
Document expiration/renewal alerts are part of governance workflow automation suite. | |
|
Automated Review Scheduling Periodic review reminders for compliance or contract updates. |
No information available | |
|
Lifecycle Status Tracking Status indicators for current state of each document. |
Document status/lifecycle visible in UI and customizable per workflow. | |
|
Retention Schedules Preset retention timelines based on document type or jurisdiction. |
No information available | |
|
Automatic Archival Moves documents to archive based on trigger (time, approval, etc.). |
Automatic archival rules are listed among compliance/lifecycle tools. | |
|
Ownership Assignment Assign document owners or stewards responsible for maintenance. |
No information available | |
|
Delegated Access for Transition Temporarily allow others to manage documents during onboarding/offboarding. |
No information available | |
|
Bulk Lifecycle Actions Apply workflow status changes to multiple documents at once. |
No information available | |
|
Linked Documents Associate documents that are related (e.g., amendments to original contracts). |
No information available |
|
Uptime Guarantee Guaranteed percentage of availability uptime. |
No information available | |
|
Disaster Recovery Automated data backup and quick disaster recovery procedures. |
Disaster recovery (backups, failover) is part of the cloud service environment. | |
|
Document Upload Speed Average speed to upload documents of typical size. |
No information available | |
|
Document Download Speed Average speed to download documents of typical size. |
No information available | |
|
Concurrent Users Supported Maximum number of users that can access the system simultaneously. |
No information available | |
|
Data Replication Live replication of files across multiple regions or data centers. |
Data replication across regions/datacenters is standard for enterprise cloud infrastructure. | |
|
Scheduled Maintenance Notifications Informs users in advance about downtime or maintenance. |
No information available | |
|
Automatic Load Balancing Balances requests to maintain quick response times under load. |
Automatic load balancing is typical of SaaS, and Intapp Flow is delivered as SaaS. | |
|
Service Status Page Displays real-time system status and incidents. |
No information available | |
|
API Rate Limits Maximum number of API requests allowed per minute or hour. |
No information available |
|
Transparent Pricing Clear, predictable pricing structure with no hidden fees. |
Pricing is described as transparent and predictable; no hidden fees are claimed. | |
|
Per-User Pricing Option Licenses based on user count. |
Per-user pricing is prominently listed in Intapp pricing guides. | |
|
Unlimited Storage Option Availability of plans with no storage cap. |
No information available | |
|
Tiered Feature Plans Different feature sets available at different price points. |
Multiple feature tiers are noted, scaling by price and capability. | |
|
Nonprofit/Education Discounts Available discounts for qualifying organizations. |
No information available | |
|
Annual vs. Monthly Billing Offers both billing frequencies. |
Monthly and annual billing are available as options. | |
|
Trial Availability Free or low-cost trials for evaluation. |
Free trials are mentioned as part of the sales funnel. | |
|
Self-Hosting Option Option to run the system on-premises for increased control. |
No information available | |
|
Data Migration Support Assistance with moving documents from previous systems. |
Data migration services are included during onboarding per vendor documentation. | |
|
Price Per GB/Additional Storage Pricing Additional cost per GB or TB of storage above plan limit. |
No information available |
|
24/7 Support Availability Round-the-clock help via chat, phone, or email. |
24/7 support via email/portal is documented, with escalation available. | |
|
Dedicated Account Manager Assigned point-of-contact for support and escalation. |
Dedicated account managers are referenced in sales and onboarding services. | |
|
Service Level Agreement (SLA) Contractual guarantees of uptime and support response. |
SLAs on uptime/support response available for enterprise clients. | |
|
Knowledge Base/Resources Extensive self-service documentation and tutorials. |
Extensive online documentation and knowledge base are linked from Intapp support portal. | |
|
User Community Forums Access to community-driven support and best practices. |
No information available | |
|
Vendor Financial Stability Evidence of vendor’s long-term viability. |
Intapp is a major, public company and vendor stability can be verified through standard disclosures. | |
|
Customer References References from similar firms or industries. |
Customer references/testimonials from financial operations clients are published on the website. | |
|
Onboarding Support Assistance with initial setup and deployment. |
Onboarding assistance and implementation support are described as part of service delivery. | |
|
Product Roadmap Transparency Information on upcoming features and releases. |
Intapp offers a public roadmap for product enhancements and updates available to customers. | |
|
Industry Certifications Third-party certifications on security, availability, or compliance. |
Company advertises multiple third-party security and compliance certifications. |
|
Custom Metadata Fields Add fields or attributes specific to your firm's requirements. |
Custom metadata fields can be defined for specific business requirements. | |
|
Custom Workflows Configure workflows to match internal approval or review processes. |
Customizable workflow engine is a major selling point (per-product page, datasheets). | |
|
Branding Customization Firm-specific logos, domains, and color schemes. |
Branding customization (logos, domains, colors) is supported. | |
|
Configurable User Roles Define new user roles with tailored permissions. |
User role creation and adjustment available through admin portal. | |
|
Plugins and Extensions Support for third-party and custom-built plugins. |
Not as far as we are aware.* No evidence of third-party or custom plugin ecosystem listed for Intapp Flow. | |
|
Custom Notification Rules Trigger alerts based on specific document events. |
No information available | |
|
Scripting/Automation Support Built-in support for scripts or triggers for automation. |
Scripting and automation using workflow logic and triggers is a major part of the product. | |
|
Document Layout Configurations Customizable document or report presentation for different document types. |
No information available | |
|
Template Builder Create and manage document templates inside the platform. |
Template builder and management is described as part of workflow/document management. | |
|
Language Packs/Localization Ability to support new languages or regional settings on demand. |
Not as far as we are aware.* No mention of language packs or regional localizations on product site; appears English-only. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.