Know when a client relationship is shifting

12-month

baseline period

Interaction history analyzed.

90-day

activity window

Compare recent activity against the baseline.

Quarterly

cadence runs

Built for regular relationship reviews.

Reads the history. Spots the shift. Flags it early.

Engagement with a client can quietly change for months before anyone notices, and by the time it shows up in a meeting or a lost mandate, the window to act has often already closed.

Celeste builds a 12-month baseline of a client’s emails, meetings, calls, and stakeholder activity, then compares the last 90 days against it. It surfaces where the pattern has genuinely shifted in frequency, intensity, or who is involved, without recommending actions or changing any records.

You get an early signal, not a verdict.

Intapp Celeste

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