WEBINAR: Governed AI Across the Engagement Lifecycle

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The AI foundation for consulting firms

Unify growth, risk management, and engagement intelligence with Firm AI — powered by Celeste.

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Built with best-in-class AI at the core

Intapp is building with leading AI innovators, including Anthropic and Microsoft, to deliver an AI-native platform purpose-built for professional firms. Scale expertise, streamline workflows, and deliver with confidence. This is the new way work gets done.

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Win more work. Deliver flawlessly. Protect confidentiality.

Win the pursuits that matter

Identify the most promising pursuits — and focus resources where they’ll win — with full pipeline visibility.

Map client relationships

See relationship strength, expansion potential, and delivery performance across your entire firm.

Accept the right clients faster

Build client trust with automated risk screening, centralized third-party data, and compliance checks — all in one streamlined workflow.

Surface conflicts early

Use AI to proactively detect potential conflicts across clients and team assignments — before they impact delivery.

Protect client confidentiality

Secure sensitive data across systems while supporting seamless collaboration with centralized ethical walls.

Move from acceptance to billing instantly

Eliminate engagement setup delay with secure, auto-provisioned workspaces with built-in permissioning and compliance controls.

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Introducing Intapp Celeste

Intapp Celeste is the agentic AI platform that drives Firm AI — running firm playbooks, deploying agents across your workflows, and leveraging your firm’s intellectual capital to get work done. With compliance built in from day one, Celeste knows your firm and acts on it.

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Work smarter with Firm AI

Celeste brings Firm AI to every interaction — making AI permissioned, auditable, and compliant

Horizontal AI

  • Speeds up research
  • Drafts deliverables
  • Automates outreach

Horizontal AI supports individual productivity.

Firm AI

  • Connects client and engagement data
  • Triggers next steps automatically
  • Coordinates workflows across systems
  • Applies firm governance rules

This is where productivity compounds across the firm.

Built as an ecosystem, not in separate silos

Where leading AI innovation meets consulting-grade intelligence

Intapp is building with leading AI innovators — including Anthropic and Microsoft — to deliver integrated solutions for consulting firms.

AI built for consulting must be grounded in the specialized context of your firm, your clients, and your professional obligations. That is the foundation Intapp provides.

The result:

  • AI-driven growth intelligence
  • AI-powered risk evaluation
  • AI-coordinated engagement workflows
  • Governance embedded by design

Consulting requires governed AI that connects firm data, industry-specific architecture, and safeguards designed to protect client trust.

That’s how firms can scale growth without losing control of risk, reputation, or institutional knowledge.

The new way consulting work gets done

Talk with an AI expert and see how Firm AI can help your firm find, win, and execute engagements faster.

Frequently asked questions

Intapp Celeste is the agentic AI platform that powers Firm AI — AI built to support the business of the firm itself, not just individual professionals. Celeste connects firm systems, engagement history, and governance rules into a unified intelligence layer, running firm playbooks and deploying agents across your workflows.

General AI tools, sometimes called horizontal AI, help individuals move faster by drafting content, summarizing research, and automating small tasks. Purpose-built AI for consulting goes further by connecting client and engagement data, triggering next steps automatically, coordinating workflows across systems, and applying firm governance rules. This is where productivity compounds across the firm rather than staying isolated within individual workflows.

Firm AI is built on a firm’s own data — including engagement history, client relationships, cross-practice activity, and governance policies. This grounding in firm-specific context allows Intapp Celeste to surface relevant opportunities, screen conflicts before work begins, and apply access and ethics rules automatically, rather than relying on generic outputs.

Intapp screens conflicts before work begins by connecting engagement data and applying a firm’s governance and ethics rules in real time. This automated approach reduces the risk of regulatory exposure and reputational harm, allowing firms to evaluate new business faster and with greater confidence.

Intapp is building with leading AI innovators — including Anthropic and Microsoft — to deliver integrated solutions for professional services firms. They will integrate Intapp’s industry-specific data foundations directly into leading AI workflows. The goal is to ensure that AI built for consulting is grounded in the specialized context of a firm’s clients, engagements, and professional obligations, not generic model outputs.

Yes. With world-class AI partnerships, Intapp is designed as an ecosystem – not a replacement for existing tools. It connects firm systems and third-party AI tools into a unified platform, so the AI investments a firm has already made become more powerful when grounded in firm-specific data, engagement history, and governance rules.

Intapp enables consulting firms to scale growth by surfacing revenue opportunities across practices, automating multistep workflows, and embedding governance controls by design. This means firms can move faster on new business while maintaining control over risk, reputation, and institutional knowledge, rather than trading one for the other.