Professional firms run on expertise. They compete, and win or lose, on how well they run the business around it. Intapp Celeste is the expert AI coworker built for that business: the unbilled revenue, the lateral candidate with no conflicts, the relationship map with a name at the end of it.
Mind your business.
Intapp Celeste handles the intelligence that keeps your firm ahead, so you can manage the business, not just the work.
Agentic use case #32
Build a sell-side buyer list
“The Path”
Every buyer has a warmest path in. Celeste finds it, mapping the firm’s relationships by strength and recency and surfacing a drafted intro ready to send.
Agentic use case #16
Build a client-ready proposal
“The Pitch”
Every RFP gets a pitch-ready first draft: the firm’s most relevant engagements, win themes from comparable pitches, and bios tailored to the client’s known priorities.
The right experience, the right team, the right stories — assembled and formatted by Celeste before the all-nighter even gets planned.
Agentic use case #19
Spot client engagement shifts early
“Timing”
Before a high-value relationship goes cold, Celeste flags it, surfacing who to call, why, and when, before a competitor has the chance to act.
Agentic use case #89
Build a lateral hire conflicts search
“The Shortlist”
Every candidate gets screened for conflicts, book strength, and client overlap — and the hiring committee gets a detailed memo with risk ratings, cross-sell opportunities, and next steps.
Celeste builds a conflicts search from a candidate’s matter history, weighs the value of their book, and drafts the recommendation — before the committee even sits down.
Agentic use case #104
Build a new conflicts search
“Right Away”
Describe the parties or paste in the list, then Celeste handles the matching, the corporate tree, and the terms.
Agentic use case #71
Refresh your corporate coverage
“The Homework”
Before every key client meeting, Celeste delivers a tailored brief with leadership changes, expansion signals, and cross-sell opportunities the firm is positioned to act on.
M&A activity, earnings, leadership changes, financing events. Celeste consolidates it all into an executive-ready report, on demand or on a daily schedule.
Agentic use case #26
Spot conflicts early
“The Catch”
Ownership changes, new relationships form, and late-breaking flags emerge. Celeste catches conflicts that open after engagement begins, before they become violations.
Agentic use case #63
Prepare to pitch a board
“The Map”
Every board has decision-makers outside your firm’s current reach. Celeste shows you where the gaps are — and which firm relationships can bridge them.
Celeste maps the board, finds the warmest path in, and screens the target against your active deals before the pitch.
Agentic use case #49
Screen inbound deals faster
“30 Minutes”
Clean deals close faster. Celeste screens for management risk, market sizing, and LP restrictions, so the investment committee walks in knowing exactly what they’re looking at.
Celeste scores each deal across eight dimensions and ranks the pipeline by fit — before the Monday meeting.
Not general AI. Firm AI.
What Firm AI is
Firm AI is not horizontal AI applied to a law firm or a PE fund. It is intelligence built from the ground up for specialized workflows, complex relationship networks, and the professional compliance requirements that define how professional firms operate. There’s no other platform that gets this right — there’s only Intapp.
The operating intelligence of your firm.
What Celeste does
Celeste monitors every matter, relationship, partner, and dollar, then surfaces what your people need to know before they know they need to know it. It’s not a chatbot or a copilot — it’s the intelligence layer that makes the business of the firm visible.
The gap is widening.
Why now
The firms that are winning aren’t working harder. They’re running faster using better information. The gap between the firms that mind their business and the ones that don’t is getting wider every quarter. Close it with Celeste.
See what Celeste can do.
120+ use cases
Explore the full library of Celeste agentic use cases across every function: business development, finance, operations, talent, and more.
Mind your business.
The blueprint
The full strategic case for Firm AI: what it means for professional firms, why it’s different, and what it demands.