AI-powered smart tags, part of Intapp Assist for DealCloud, analyzes emails, meeting notes, and DealCloud entry fields, then suggests relevant companies and contacts to tag within DealCloud — saving time and improving tagging accuracy.
Intapp Assist for DealCloud: Smart tags
Save time and get deep, data-driven insights
with AI-powered smart tags
Help your professionals work faster and smarter
Fast-track data entry
Free your teams to focus on strategic work by eliminating the need to manually identify tags.
Improve activity reporting
Make smarter decisions with rich, accurate reporting and insights for user activity and relationships.
Enhance data organization
Use AI-powered tags to categorize information so it’s easy to find when you need it.
How smart tags work
Smart tags can be used within DealCloud, Microsoft Outlook and Gmail.
View suggested tags
Company and contact tags related to your content automatically populate in a side panel as you move from field to field.
Select tags
As you select suggested tags, they appear in the Tags section of the page.
Sync tags
You can sync tags added in Outlook or Gmail to DealCloud without switching applications.
Smart tags use cases
Generate suggested tags
Use AI to analyze emails, meeting notes, and other interactions, then suggest relevant companies and contacts to tag in DealCloud.
Add tags for Outlook and Gmail content
Add suggested tags for companies and contacts referenced in meeting notes sent via Outlook or Gmail.
Identify known companies
Identify which companies are already in DealCloud and known to your firm with tags in emails that reference target firms and clients.
Minimize manual work
Reduce manual data entry by adding suggested tags while creating new company or contact records.
Benefits for every team
Business development
Stay on top of key relationships with the latest activity for
prospective opportunities.
Deal teams
Always have access to to complete and accurate deal status
updates.
Advisors
Keep current with the latest client activity and progress.
Investor relations professionals
Get the latest updates on fundraising opportunities and investor communications.
See smart tags in action.
Learn more about Intapp Assist for DealCloud
Video
Intapp Assist for DealCloud
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Intapp Assist
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Intapp DealCloud
Minimize manual tasks and access key insights in seconds so you can work more efficiently every day. Intapp Assist for DealCloud integrates AI technology and automation into your firm’s everyday workflows, delivering actionable insights and AI assistance right to your professionals’ fingertips.
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Press release
Intapp announces vertical AI capabilities designed to significantly enhance productivity for professionals
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Intapp DealCloud
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Intapp launched new AI capabilities including Intapp Assist for DealCloud, Intapp Data, Intapp Walls for Copilot, and the Activator experience. The company also announced its new ‘Intelligence Applied’ strategy, which marks a new era of AI, focusing on using actionable intelligence to transform how value is created within the specialized industries it serves.
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Blog Posts
How tailored relationship intelligence simplifies professional relationship management
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Your firm’s success hinges on the strength of its relationships. However, most teams don’t have the time or tools to manage their relationships effectively. Learn how relationship signals simplify professional relationship management by centralizing AI-driven intelligence within Intapp DealCloud.
Learn more
Why CIOs, CTOs, and innovators choose Intapp
Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
Compliance and security
Market-leading ethical walls, confidentiality, and security for highly regulated firms
AI you can trust
Transparent AI governance with unified security controls
Integrated platform
Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Proven scale, innovation
Battle-tested by the world’s largest firms with ongoing platform investment
Always-on cloud infrastructure
Azure-backed reliability with multi-region redundancy and tested disaster recovery
Integrations made easy
Pre-built integrations and partner ecosystem reduce IT burden and TCO
Schedule a demo
Fill out the form to book a demo, and see how Intapp DealCloud can help your firm navigate complex networks, source more deals, and execute business faster.