Celeste use case library

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Recover your unaccounted time

Compare what you captured against what you actually recorded, and see exactly where the gap sits. A single dashboard breaks it down by day, application, and matter so recoverable time doesn’t slip away.

  • Time, pricing & billing

Rank your busiest clients

See your top clients ranked by hours over the past year, broken down by billable mix and matter engagement. Spot the relationships that need attention before they go quiet.

  • Time, pricing & billing

Diagnose your time recording health

See at a glance where time recording is falling behind across your team. Get a ranked view of hours, draft aging, and outliers so nothing slips through before billing.

  • Time, pricing & billing

Upload and tag terms documents

Reads a terms document to work out its type, status, and the client or matter it belongs to, then uploads it with that metadata after you confirm it’s correct. Works whether the document arrives by email or gets uploaded directly.

  • New business acceptance & risk

Route a client email to intake

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.

  • New business acceptance & risk

Screen lateral hire bar records

Verifies a lateral hire candidate’s bar admissions and disciplinary history across US and international jurisdictions using consolidated registry lookups. Produces a structured screening summary with red flags and a recommendation to support informed hiring decisions.

  • New business acceptance & risk

Prepare your conflicts search

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.

  • New business acceptance & risk

Build a new conflicts search

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.

  • New business acceptance & risk

Screen entities for adverse media

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.

  • New business acceptance & risk

Build a lateral hire conflicts search

Screening a lateral hire candidate for conflicts means combing through years of matter history to find every client and adverse party they touched, one row at a time. Celeste reads the candidate’s matter history and builds a fully populated conflicts search automatically.

  • New business acceptance & risk

Rank your expansion opportunities

Builds a peer cohort from CRM and matter history, then analyzes their historical expansion paths to rank the most common next steps for a given client relationship.

  • Business development & marketing

Catch CRM inconsistencies early

Compares account and opportunity records against recent activity to spot mismatches like stale stage assignments or ownership gaps, with an explanation for every flag.

  • Business development & marketing