Good record keeping is a core obligation for every adviser. Copying emails into a CRM by hand is not. Intella does the filing for you.
Most email files itself
Intella matches each email to your client by address:
- Emails you receive are matched on the sender.
- Emails you send are matched on the To line.
- Emails sent from Intella are filed the moment you send them.
Matched messages land straight in the client's Communication History. It works the same whether you use Outlook or Gmail.
Smart match handles the rest
Clients don't always write from the address you have on file. A work email, a partner's account or a new personal address will slip past a simple address match. Those messages wait in Unsorted, where Smart match reads each one and gives you:
- a suggested client
- a confidence level
- a short reason for the suggestion
You confirm or correct each link, and you can accept a batch of high-confidence suggestions in one click.
Keep the noise out
Sender and topic rules keep newsletters and other non-client mail away from client files, so Communication History stays clean.
The result is a complete, audit-ready trail of every client conversation, with almost no admin.
