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.
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
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.