Your partners and lawyers hold the relationships that drive growth, yet the information they need before a meeting, a pitch, or a client call sits across calendars, inboxes, and records that take time to search and even more time to keep current. Intapp DealCloud with Celeste closes that gap by letting your professionals ask for what they need in plain language, and AI playbooks for law firms turn the requests your firm makes most often into predefined workflows that run the same way every time, so your professionals can spend their time winning new clients, expanding the relationships you already have, and focusing on the people who matter most to the firm.
Most of what your professionals do with Intapp Celeste starts with a question typed or dictated in plain language. A partner can ask how to spend the week ahead, and Celeste reviews upcoming meetings, tasks, opportunities, and relationship activity in DealCloud and returns a prioritized view. An executive can ask which of the firm’s largest clients use only one practice and receive a cross-selling dashboard that suggest the most natural next service. A marketing professional can upload an attendee list and ask who at the firm knows each person, and a data steward can ask which companies are missing websites and have Celeste find them and update the records. Celeste connects DealCloud with the other Intapp products you use so each answer draws on the whole picture of your relationships, and your firm can write its own prompts for lawyers, business development, and marketing operations.
Playbooks build on that ability. When your firm finds a prompt it wants everyone to use, a playbook packages it with the steps and output format your firm defines, so it runs the same way every time. That consistency matters in business development, where results depend on timing and follow-through, because a playbook lets the way your best business developers work become the way the whole firm works, with the preparation, list building, data upkeep, and conflicts checks coming back finished each time a professional runs it.
Managing partners often name growth as a top priority, which in practice comes from three places: winning new and cross-serving existing clients, developing new relationships, and identifying and pitching the right work. In an on-demand webinar, our DealCloud team ran four of these playbooks live, one each for meeting preparation, event targeting, data quality, and conflicts clearance, and each supports at least one of those goals while taking a piece of manual work off someone’s week.
Walk into every meeting ready to deepen the relationship
Before a client or prospect meeting, lawyers have often relied on an assistant or another department to pull the background together, and each person who prepares a brief tends to do it a little differently. The pre-meeting brief playbook puts that preparation a few clicks away within DealCloud for your lawyers, their assistants, and your business development managers. You select the meeting, run the playbook, and Celeste compiles activity history, open opportunities, follow-up notes, and contact and company profiles with relationship intelligence on strength, cooling, and depth, along with relevant news and suggested next steps. A partner who arrives knowing the full history, where a relationship is gaining or losing ground, and the best next step is in a stronger position to deepen that relationship and uncover new work. Every brief reads the same way whether a partner or a business development manager requested it, and the same brief supports internal conversations such as a steering committee or a key client program meeting, which gives your law firm business development team more time for the conversation itself.
Invite the right people to every event
Events and sponsorships pay off when the right people attend, and building the list that gets them there has often meant filtering contacts by hand and having a data steward upload the result. The campaign target selection playbook turns that work into a short exchange: you tell Celeste whether the event is new or existing, which practice and sector it supports, which office hosts it, and which contacts to invite by your firm’s own definition. Celeste then creates the event record, tags it, and adds the matching contacts to the list, which leaves your marketing operations team free to focus on the invitation and the follow-up. After the event, Celeste can analyze attendance, relationship movement, and pipeline, which shows you where better targeting would bring more of the right people and helps you decide which events and sponsorships deserve your next investment.
Trust the data behind every relationship decision
Relationship scoring, pipeline views, and pre-meeting briefs are only as useful as the records behind them, and keeping those records complete has traditionally meant manual updates from your data stewards. The contact data quality playbook evaluates every contact record and returns an assessment report that shows where records are missing fields, where duplicates exist, and where formatting differs from one record to the next. Celeste weighs the surrounding fields to judge whether two records describe the same person, and your data stewards open the report and start fixing records right away. Celeste can also take on more when you ask, such as finding missing company websites or industry codes on the open web and writing them back to DealCloud. The result is a legal CRM whose records your lawyers and business development team can rely on when they decide where to focus.
Check conflicts before you invest in the pitch
Every pitch draws on the time of partners, business development managers, and teams that assemble experience and proposals, and that effort costs the most when a conflict surfaces after the work is well underway. The conflicts search from DealCloud playbook brings conflicts clearance into the opportunity record across DealCloud with Celeste and Intapp Conflicts. From an opportunity, you run the playbook, and Celeste creates the conflict search in Intapp Conflicts, fills it with the opportunity data, and returns the result to the Conflicts tab in DealCloud. Your conflicts team sees the search result while the work is still ramping up, so your partners can pursue new business with confidence.
See all four playbooks demonstrated live
Together, these playbooks for law firms support the growth priorities your firm already has while giving the people behind them time back for client work. Each playbook above is an example of what your firm can build, tailor, and extend for its own legal professionals, business development team, and marketing operations group. The webinar shows every one of them running in DealCloud with Celeste, along with the Microsoft Outlook experience and the questions attendees asked about security, branding, and integrations.
Watch the webinar to see all four playbooks run in DealCloud with Celeste
