Intapp Celeste

Meet your expert AI coworker

Celeste works from your firm’s knowledge, plays by your compliance rules, and scales with demand — not headcount.

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Leading companies partner with Intapp

Grow faster with AI that knows your firm

Full context from day one: Celeste is grounded in client, deal, relationship, and engagement data from your Intapp products, so it starts with the same context as a coworker who’s already read in.

Use cases for every key role: Unlike generic AI, Celeste provides use cases for specific roles across your firm — use them as-is or tailor them to fit your needs.

Compliant by design: Celeste enforces your firm’s access policies, ethical walls, and need-to-know rules so your firm maintains compliance at all times.

Fits into how you already work: Celeste connects to your existing systems so your professionals can choose where to work — in Celeste, your other Intapp products, or AI tools like Microsoft Copilot.

Keep work moving with purpose-built use cases

Get started quickly

Pre-built, industry-specific use cases get you up and running faster so your firm realizes value sooner.

Stay a step ahead

Celeste proactively surfaces critical updates and insights so your teams start each day fully briefed.

Accelerate execution

Celeste doesn’t just advise — it updates records, drafts follow-ups, and drives work forward.

Explore industry use cases

Private capital

Rank every deal

Automatically turn any raw list into a target deal list that’s scored against your investment thesis.

Know who’s ready to commit

Score every LP relationship using real-time signals so your teams focus on the right investors.

Be ready for Monday

Get briefed before weekly portfolio and pipeline meetings, then track every post-meeting action item.

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Investment banking and advisory

Close deals faster

Identify buyers, map relationships, and automatically track buyer activity from first contact to close.

Uncover new opportunities

Surface acquisition targets with insights derived from proprietary data and market research.

Command every account

Get full visibility into coverage, corporates, sponsors, and LPs with real-time, firmwide intelligence.

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Legal

Build stronger connections

Know who to call, what they care about, and what’s changed before you reach out.

Speed up risk assessment

Evaluate client risk using multiple public sources, and qualify incoming work before it reaches a partner.

Improve client retention

Identify at-risk relationships when a partner departs and build an action plan to retain their business.

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Accounting

Anticipate client needs

Monitor regulatory changes and executive moves, then generate outreach to stay a step ahead.

Find untapped revenue

Compare service usage between similar clients to uncover new cross-sell opportunities.

Spot your next engagement

Detect early signs that a client may transact, then start the conversation with tailored outreach.

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Consulting

Act before your competitors

Quickly generate client-ready proposals based on your firm’s relationships and experience.

Keep every promise

Track every commitment and follow-up so your team and clients always know where things stand.

Resolve conflicts faster

Build and run conflicts searches automatically so you can eliminate manual work and get results sooner.

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Adapts to how you operate

Knows your industry, terminology, and how your firm makes decisions

Builds complete context from your firmwide intelligence before action is taken

Learns from your firm’s patterns, decisions, and workflows so it becomes smarter over time

Runs on your governance

Enforces your firm’s access policies and need-to-know rules so it only works with information it’s permitted to use

Governs every action using your ethical walls, rules, and controls to maintain compliance and protect client data

Requires human approval for sensitive actions so you can maintain control

Plugs into your AI stack

Works natively within Intapp DealCloud and other Intapp products

Operates inside Microsoft Copilot and other AI tools your firm uses every day

Connects to your firm’s systems and interprets data using your proprietary context so information is available and actionable

Celeste accelerates work firmwide

~10 sec

to a meeting-ready client brief

40–60%

faster staffing decisions

100+

industry-specific use cases

What Celeste clients are saying

Having a clear, always-current view of deal progress and pipeline speed, without the usual reporting lift, is genuinely valuable to any deal team.

Shirin Veenan

Data and Platform Strategy

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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

There are really no true work hours in a day at a law firm. Knowing that Celeste is there all the time is key.

Katherine Lowry

CIO and Head of IncuBaker

BakerHostetler

Every minute that Celeste is saving us is being returned into value to our LPs and our clients.

Vasileios Filippidis

Executive Director, Distribution Strategy

Pemberton Asset Management

Under the hood

Architecture

Executes your firm’s use cases via governed playbooks that are powered by reusable AI skills

Security and compliance

Enforces ethical walls and MNPI barriers, requires approval for every write, and is CREST-approved

Model approach

Lets you choose the underlying AI model, then layers your firm’s context and governance on top

Integrations

Connects Celeste into your tech stack through open APIs and MCP while honoring user permissions

Connectors

Enables Celeste access from Intapp products, Microsoft 365, Web, Snowflake, and more

Certifications

Maintains certifications including ISO 27001, 27017, 27018, and 27701, CSA STAR, and Global PRP

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Experience Intapp Celeste in action

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