Case Study: Secretariat centralizes business development with Intapp DealCloud

Secretariat automates daily conflict reports with Intapp DealCloud

Secretariat, a global independent expert services and litigation consulting firm, faced challenges with its expanding business development operations, which relied on manual processes and lacked a central system for contacts and compliance. Seeking greater structure and efficiency, the firm partnered with vendor Intapp to implement its DealCloud platform as a unified CRM solution.

Intapp DealCloud provided a single source of truth, automating workflows for contact management, campaign visibility, and compliance reporting. The solution replaced scattered spreadsheets with automated daily conflict check reports for managing directors and gave every team custom dashboards and notifications. This centralized system from Intapp increased visibility, eliminated manual overhead, and freed teams to focus on higher-value work.

Secretariat