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Validates new intake and conflicts submissions for completeness and legal name quality before an analyst opens them. Returns a clear verdict and a draft outreach email for anything that needs fixing.
Pulls every company and contact linked to a deal record and builds a fully populated conflicts search around them. Each party arrives pre-scored for risk, so reviewers start with a shortlist already sorted by what needs attention.
Generates a status brief for your intake requests, or anyone else’s, grouped by requestor with each item’s current state. Flags anything that’s been sitting untouched past your threshold, so nothing slips through unnoticed.
Builds a workload and coverage brief across your intake team, showing active load, stale requests, and unassigned work by assignee. Flags where the balance is off so a lead can rebalance before it becomes a backlog.
Reads an incoming client email, checks whether the client already exists in your firm’s records, and creates a properly routed intake request. Shares the finished request with the right assistants automatically.
Getting a conflicts search ready to run means validating every party, checking corporate trees, and manually adding alternate search terms before anything can execute. Celeste prepares an existing search end to end and runs it, with every decision logged for review.
Building a conflicts search from nothing means clicking through the standard UI screen by screen or wrestling with a rigid upload template just to get started. Celeste builds the search with you conversationally or from a bulk list, validating and enriching every party along the way.
Screening a new entity and everyone connected to it for adverse media usually means checking watchlists, regulators, court records, and news coverage one source at a time. Celeste pulls the parties straight from an existing conflicts search and runs the full screen in one pass.
Scores potential employers on strategic fit and existing relationship strength, sorting candidates into Act Now, Monitor, and Watch tiers with a rationale for each.
Scans your recent email and meeting activity for executives changing jobs and scores each signal by impact and relationship strength. Confirmed events get tracked with a clear next action attached.
Reads any deal document, whether a teaser, term sheet, or NDA, and maps the contents to your firm’s live CRM schema. You review a full summary before anything is created or changed.
Scans your recent email and meeting activity for regulatory signals and ranks them by priority. Confirmed events get tracked with a clear next action attached.
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