Protect the relationships before they leave

2 types

of action plans

For partners moving in-house or to rival firms.

Instant

relationship risk alerts

Single-threaded clients are surfaced immediately.

Execution-ready

partner departure plan

Clients, pitches, and events all covered.

Reads the risk. Picks the track. Builds the plan.

When a partner announces they’re leaving, teams usually scramble to figure out which relationships are at risk, what pitches need reassigning, and who might follow that partner out the door.

Celeste reviews every client, pipeline opportunity, and team connection tied to the departing partner, then builds a prioritized action plan based on whether they’re headed to a competing firm or moving in-house. Single-threaded clients and stalled pitches surface first.

You get a transition plan, not a fire drill.

Intapp Celeste

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