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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.
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.
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.
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.
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.
Before a private credit deal moves to business selection, someone has to piece together reputational and ESG red flags on the target, its people, and its peers from scattered sources. Celeste runs that screen end to end and delivers a concise, decision-ready verdict your team can act on immediately.
A multi-dimensional assessment of any client or prospect, covering relationship health, engagement history, and recent signals. Delivered as a formatted brief, on demand, in minutes.
Reads an uploaded RFI or RFP, scores the opportunity based on client fit and relationship strength, and creates a complete opportunity record with a clear recommendation built in. Optional handoff to compliance for conflicts clearance.
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