Streamline and simplify legal matter lifecycle management in M365 using Intapp OnePlace for Legal

Matter-centric document management (DMS) is a critical solution requirement for legal teams looking to ensure all client information is digitally captured, curated and securely retained by the enterprise. It is a foundational technology for a modern legal team, allowing them to collaborate, manage, preserve and easily retrieve necessary information. When combined with bespoke automated intake workflows, it allows a legal team to capture and monitor client requests and build the data records for future analytics and digital improvement initiatives.

Unlocking Value in your Enterprise Technologies

The legal DMS market has many legacy suppliers, but Panoram believes that flexibility and value for money are lacking in many of the available solutions. The majority use proprietary technology platforms which are expensive to administer, support and upgrade, and often make clients feel ‘locked in’. At Panoram, our approach is to:

Introducing Intapp OnePlace for Legal

Intapp’s OnePlace product extends the powerful document management and collaboration capabilities of Microsoft Office 365 / SharePoint and Teams providing an ‘Office 365 for Matter Management’ solution.

Combining all of the rich functionality available in M365 applications, with the precise legal workflows required for legal matter lifecycle management, makes it highly intuitive, secure and excellent value for money.

Legal Team

  • Intuitive, easy to use tools
  • Easy to switch from current process
  • Provides matter centric DMS & email tools in Word & Outlook
  • Increase day to day lawyer efficiency
  • Focuses lawyers on high value legal work, rather than cumbersome document admin
  • Enhances MS tools you already use daily
  • Enables reduced legal spend


  • Built on secure Microsoft technology you already have
  • Ticks boxes on security, risk, compliance, skills
  • Deployed to your own SharePoint environment, putting clients in control of your data
  • Stores your matter content in your own MS365 tenants
  • Relieves pressure from lawyers to invest in shiny new legal tech toys
  • Reduces time and cost on support


  • Value for money solution
  • Builds on your existing investment in Microsoft platforms
  • Protects you from being ‘sold’ bespoke, niche legal applications
  • Future proofed solution with continual MS investment to help you avoid regular reviews & expensive switch projects
  • Provides detailed data to review and reduce legal spend

Intuitive, Secure and Value for Money

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