Intapp Document Assembly

Intapp Document Assembly is a Cloud service that allows you to transform frequently used documents into templates that enable the fast production of personalized documentation such as Engagement Letters, Sales Agreements, SOWs, NDAs, Consulting Agreements, Lease Agreements, Pitch Decks, Waiver Letters and Offer Letters.

In combination with Intapp Intake or Intapp Flow, you can:

• Automatically generate documents, using data gathered during the intake process (or additional information collected through questions integrated into regular form/workflow activity)

• Support multiple templates, using the relevant option based on firm-defined business rules (e.g., matter type, geography, jurisdiction)

• Manage review and approval of contracts/documents as part of the overall process

• Attach generated documents to Intapp Intake or Intapp Flow requests, creating a clear record and audit trail

The Word Add-In provides an authoring tool to create complex templates easily. It makes it quick to insert fields and conditional sections into the document templates. It also shows the list of fields and conditional sections on any document.

Intapp Document Assembly requires a paid subscription to Intapp Intake or Intapp Flow.

We are announcing that the [#B]Microsoft Word Add-In[/#B] for the Intapp Document Assembly Service (DAS) is entering the deprecation phase of its lifecycle with key dates listed below.

• On or after July 1st 2024, the Word Add-In will no longer be available for download from the Microsoft Word Add-In Store.

• On or after July 1st 2025, the Word Add-In will no longer function.

• Intapp will continue to provide support for the Word Add-In with updates, defect fixes and technical support through June 30th, 2025.

This announcement only pertains to the Microsoft Word Add-In feature of the Intapp Document Assembly Service.  There are no plans to deprecate the actual Intapp Document Assembly Service and customers with appropriate entitlements can continue to use the Intapp Document Assembly Service in conjunction with Intapp Intake and Flow to generate documents (e.g. Engagement Letters, Audit Letters, etc.) as part of a request workflow.

We apologize for any inconvenience this may cause. 

 Removal Instructions

To remove the Microsoft Word Add-In, please follow the below instructions.  

In Microsoft Word: 

1. Click on the File menu
2. Select Get Add-Ins
3. Select MY ADD-INS
4. Select Intapp Document Assembly
5. Use the Delete option on the menu