Case Study: Pinion achieves streamlined collaboration and operational scalability with Intapp Collaboration

PiniOn eliminates duplicate storage and avoids hiring extra IT staff with Intapp

Pinion, a national accounting and advisory firm, faced challenges with its legacy system, struggling to manage client information and collaboration across its distributed teams. To modernize its operations and optimize client engagement management and document workflows, the firm partnered with vendor Intapp to implement Intapp Collaboration.

By implementing Intapp Collaboration, Pinion centralized its content, creating a single source of truth for client data. This solution from Intapp significantly improved efficiency by reducing time spent searching for information and enhanced security controls. The results included faster, better-informed client decisions and operational scalability, as the firm avoided the need to hire additional IT staff to manage its Microsoft SharePoint environment.

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