Case Study: Gerald Edelman achieves greater deal visibility and efficiency with Intapp DealCloud

Gerald Edelman - Customer Case Study

Gerald Edelman, a leading mid-tier UK advisory and professional services firm, needed a single source of truth for all deal and relationship data across clients and projects. Before working with Intapp’s DealCloud platform, the Deal Advisory team relied on a generic database plus multiple Excel spreadsheets, which made it difficult to manage deals, relationships, and growth effectively.

Intapp implemented DealCloud with data cleanup and migration, dashboard configuration, and team training, giving Gerald Edelman one centralized system for tracking pipelines, reporting, and productivity. The results were strong: 100% of the team became daily users, 100% attended training, more than 90 dashboards were built, 16 client projects were managed in the first three months, and team members saved up to five hours per week through improved reporting and automation.

Gerald Edelman

Nick Wallis

Head of Deal Advisory