Intapp Celeste

The agentic AI platform built for professional firms

Celeste knows your firm and gets work done with compliance built in, not bolted on.

Ask about early access

Currently in limited availability

Empower every professional with firm AI

People and agents, working together
for maximum productivity firmwide.

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1,000+ industry-specific use cases

Built contextual. Built compliant. Built to scale.

Collaborative, end-to-end agentic workflows. All driving coordinated work and value from firm leadership to teams, analysts, and AI agents.

AI that knows your firm

Understands your firm, data, and workflows

Agents that take action

Uses your firm’s unique playbooks to handle everything from business development and acceptance to work
delivery and work to cash

Built-in ethics and compliance 

Enforces ethical walls, access controls, and governance requirements

Integrations across your ecosystem

Centralizes Intapp 
apps, firm systems, and Microsoft Copilot

What clients say about Celeste

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We wanted to co-develop an agentic AI platform that works the way we work.

Oleg Olovyannikov

Chief Technology Officer

Starwood Capital Group

Professional-grade firm AI has arrived

Move faster with automated workflows 

Firm playbooks and skills

Purpose-built agents for workflows like intake and origination research, trained on your firm’s terminology, relationship structures, and decision logic.

No-code playbook builder

Builds and customizes agents that draw on your firm’s knowledge and workflows.

Take action across systems

Updates records, move work forward, research across data sources, and deliver answers and reports.

Document understanding

Parses complex financial and deal documents to extract structured summaries, comparisons, and analysis

Work smart with AI that knows your business

Native integration with Intapp data

Integrates deal history, relationship maps, entity data, and client activity

Firm ontology and semantic model

Teaches your agents how to reason like your team does using entities, relationships, and firm terminology

Institutional memory

Learns from your firm’s patterns, decisions, and workflows so agents adapt and improve over time

Stay compliant without slowing down 

Granular access controls

Inherits and enforces Intapp’s permissions so agents only access and act on information they’re permitted to use

Intapp Walls integration

Enforces information barriers across teams and agents to maintain client confidentiality and firm compliance

Professional-in-the-loop 

Supports human review, approval, and refinement when the judgment of your firm’s professionals is required

Complete audit trails

Provides searchable records of every agent action, including inputs, data sources, reasoning, and outputs

Connect your ecosystem for unified intelligence

Interoperable with Copilot, Cowork, and other AI assistants 

Invokes Celeste agents directly in Microsoft Copilot, Anthropic Cowork, and other AI assistants via MCP, A2A, or API

Natively embedded in DealCloud and other Intapp products

Enables your professionals to access Celeste directly within the applications they use every day

Third-party data connectors

Integrates third-party data into Celeste alongside your firm’s proprietary data

Guided implementation

A team you can trust

Deploy your Celeste instance with a team of experts who understand your work. They'll configure the platform for your firm and partner with you to deliver value quickly.

Ready to deploy agentic AI at your firm?

Celeste is in limited release for the first half of 2026. Complete the form and we’ll reach out right away.