Never let a follow-up slip through

3-way split

of internal, external, and shared tasks

A clear view of your firm's specific action items.

Every

action item scored

Ranked by confidence, with sources cited.

Approved-only

action items become tasks

Nothing lands in DealCloud without sign-off.

Reads the activity. Sorts the actions. Writes what’s approved.

Catching every follow-up from a week of client meetings and emails usually means scrolling back through your inbox and hoping you didn’t miss anything.

Celeste scans your recent email and meeting activity, pulls out the action items, and sorts them by who owns them: your firm, an outside party, or both. Only the items you approve get written as tracked tasks; everything else surfaces for awareness.

You get a clean task list, not a backlog of forgotten follow-ups.

Intapp Celeste

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