How Secretariat centralized its entire business development operation with Intapp DealCloud
Consulting
Intapp DealCloud
Secretariat is a global independent expert services and litigation consulting firm serving renowned law firms, leading corporations, and influential government entities in high-stakes disputes, investigations, and economic advisory matters.
Ready to build a more connected, scalable operation
As the firm expanded, Secretariat’s leadership recognized the need to bring greater structure and efficiency to its business development operations. They sought a centralized platform to manage contacts, relationships, campaigns, and compliance activity that could give every team the visibility and tools to work more effectively.
A single platform running every facet of business development
Secretariat adopted Intapp DealCloud, a unified CRM that serves as the firm’s single source of truth for contacts, relationships, campaigns, and compliance reporting. The firm’s manual processes have been replaced by automated workflows that eliminate manual overhead. Professionals now have access to dashboards tailored to each team’s needs. And conflict check reporting, once managed in scattered spreadsheets, are now sent to managing directors automatically.
“DealCloud essentially gives us a CRM. It keeps all our people and all our contacts in one place. It’s our source of truth for all our relevant business information, and it’s also how we do all our campaigns and marketing outreach. It’s changed everything for us.”
Justin Muntean
CRM Manager, Secretariat
From disconnected tools to a firmwide system of record
Today, DealCloud serves as the foundation for Secretariat’s business development operations. By bringing contact, relationship, campaign, and compliance records into a single, purpose-built platform, DealCloud provides leadership clear visibility while freeing teams to focus on the work that matters.
“Intapp is a fantastic partner. Working with Intapp has helped make me more creative and more effective in my role, and I really appreciate that partnership.”
Justin Muntean
CRM Manager, Secretariat