Carr, Riggs & Ingram M&A Advisors selects Intapp DealCloud with Celeste to apply governed, agentic Firm AI to its mergers, acquisitions, and deal management processes.

See how four DealCloud with Celeste playbooks support law firm business development, from meeting prep to conflicts clearance. Watch the webinar.

AI spend is rising, but returns are hard to see. Intapp’s product leaders explain why “should we?” matters more than “can we?” for firm AI decisions. 

Your bankers can turn around a pitch book in hours, yet faster pitch books don’t automatically produce more mandates. When everyone uses their own tools on their own data, individual productivity gains stay with the individual while the costs and risks land on the firm. This on-demand session explains the gap through the three themes investment banking and advisory leaders raise most: AI spend that outpaces projections, sensitive deal data leaving the firm, and a growing pile of AI tools that don’t connect to your systems of record. You’ll learn what efficient, sovereign, and integrated AI look like in practice, and why a context engine that understands your firm changes how quickly, and at what cost, your team reaches the right answer. Then watch a demo of Intapp DealCloud with Intapp Celeste: logging a mandate or bid from Microsoft Outlook, searching email and SharePoint from Celeste, dictating meeting notes on mobile, and querying DealCloud from Claude, ChatGPT, and Microsoft Copilot. See how ethical walls and user permissions apply in each scenario. What you’ll learn Why AI usage keeps growing while the return on AI spend stays hard to show How model-agnostic design and tiered model routing help you control AI costs How ethical walls and user permissions apply when bankers query DealCloud from Claude, ChatGPT, and Microsoft Copilot How the Outlook add-in, Microsoft 365 connector, mobile app, and Model Context Protocol (MCP) server put DealCloud data where bankers already work

Your deal teams can summarize a CIM in seconds, yet faster CIM reviews don’t automatically produce more closed deals. When everyone uses their own tools on their own data, the gains stay with the individual while the costs and risks land on the firm. This on-demand session explains the gap through the three themes private capital leaders raise most: AI spend that keeps outrunning projections, sensitive deal data leaving the firm, and a growing pile of AI tools disconnected from your portfolio management, pipeline, and document systems. You’ll learn what efficient, sovereign, and integrated AI look like in practice, and why a context engine that understands your firm changes how quickly, and at what cost, your team reaches the right answer. Then watch a demo of Intapp DealCloud with Intapp Celeste: generating a sector briefing for healthcare in EMEA, logging a teaser from Outlook and watching Celeste create the company, contact, and deal records, dictating meeting notes on mobile, and querying DealCloud from Claude, ChatGPT, and Microsoft Copilot. See how user permissions and audit trails apply in each scenario. What you’ll learn Why AI usage keeps growing while the return on AI spend stays hard to show How model-agnostic design and tiered model routing help you control AI costs How to log a teaser or CIM from your inbox into DealCloud How the Outlook add-in, Microsoft 365 connector, mobile app, and Model Context Protocol (MCP) server put DealCloud data where your team already works

We easily transitioned to Intapp Billstream, even with everyone working out of the office.

We’ve automated the approval process for write-offs. Realization is improving as a result.

Compare Intapp Time with Celeste to legacy systems and AI tools. Customers report up to 75% faster time entry release and 20% less revenue leakage.

Hear from Thad Jampol, Co-Founder and Chief Product Officer at Intapp, on how Firm AI moves beyond practice-level productivity to drive growth, manage risk, and improve profitability. See a connected demo across Celeste, DealCloud, Compliance, and Time, and explore what Firm AI makes possible for the business of law.

Law firms lose revenue before billing ever starts. Learn how Firm AI closes leakage through automatic time capture and billing compliance.