Product: Intapp Celeste

Scores potential employers on strategic fit and existing relationship strength, sorting candidates into Act Now, Monitor, and Watch tiers with a rationale for each.

Scans a client’s recent account activity, clusters related signals into distinct opportunity candidates, and checks them against existing opportunities to avoid duplicates.

Scores intermediaries across deal history, win/loss outcomes, interaction recency, sector fit, and geographic coverage, then ranks the strongest candidates into a shareable report.

Reviews a client’s billing history across every practice area and classifies whitespace as addressable, conditionally addressable, or not addressable, with a documented rationale.

Builds a matched peer cohort and compares a client’s 36-month service footprint against it to flag commonly used services the client doesn’t use.

Analyzes ordered matter-to-matter transitions across a comparable client cohort to surface which follow-on services tend to appear next, and when.

Compares a client’s recent interaction frequency and spacing against their own historical baseline to flag meaningful shifts in engagement.

Scores every client in your portfolio for cross-sell potential, combining service whitespace, intent signals in notes and correspondence, and recent momentum. Ranked and ready, not a list you have to build by hand.

Scans your recent email and meeting activity for executives changing jobs and scores each signal by impact and relationship strength. Confirmed events get tracked with a clear next action attached.

Reads any deal document, whether a teaser, term sheet, or NDA, and maps the contents to your firm’s live CRM schema. You review a full summary before anything is created or changed.