Product: Intapp Celeste

Rates every client in your book across three independent dimensions and names the pattern they form, from “Flagship” to “At risk” to “Fading.” Delivered as one executive-ready report, not a spreadsheet you build yourself.

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.

Profiles a lateral partner candidate from a resume, LinkedIn, or just a name, then checks it against your firm’s clients for conflicts and cross-sell potential. Delivered as one executive-ready memo, not a stack of research.

Scans every CRM contact for missing fields, duplicates, formatting issues, and stale records, then ranks the findings by severity. You get a cleanup plan, not just a list of problems.

Confirms or creates the campaign record, asks a few quick questions about your audience, and returns a ranked target list with the reasoning behind each pick. Works the same way for any campaign type.

Assembles a client-ready proposal for any opportunity, shortlisting the right experience, team, and client stories automatically. Delivered in your format of choice, ready to send.

Surfaces the most comparable M&A transactions from your own deal history and the broader market, scoring each on fit. Writes the comps you choose straight into your deal record.

Pulls commitment history, key contacts, correspondence, and on-file documents for a named LP into one structured profile. Flags re-up timing and any data gaps instead of leaving them silent.

Builds a prioritized, pre-screened buyer list for any sell-side mandate, combining internal relationships with external market data. Ready for banker review, not a long list.

Turns any source file, from a conference attendee list to a spreadsheet, into a matched origination list. No manual re-typing, no re-keying names.