Turn a new partner's book into a plan

One plan

with every client mapped

New and current clients, all in one place.

Automatic

enrichment of unknown company data

No manual research on new clients.

Logged

internal introductions

Partner meetings are ready to schedule.

Maps the book. Finds the connections. Builds the plan.

Onboarding a lateral partner usually means manually tracking down their client list, checking who at the firm already knows those clients, and hoping nothing falls through the cracks in the first few months.

Celeste treats the hire like an acquisition: it maps every client relationship the lateral brings in, flags which ones are already known to the firm, enriches the ones that aren’t, and builds a single integration plan with the introductions that need to happen next.

You get one plan to work from, not a scattered handoff.

Intapp Celeste

Schedule a demo

Complete the form to have an Intapp expert show you how Celeste can help your firm move faster and win more business.