Product: Intapp Celeste

Builds a peer cohort from CRM and matter history, then analyzes their historical expansion paths to rank the most common next steps for a given client relationship.

Compares account and opportunity records against recent activity to spot mismatches like stale stage assignments or ownership gaps, with an explanation for every flag.

Assembles a buyer-ready CIM from existing deal materials, filling gaps from firm records, the web, and outside data providers, then cross-checks every figure across sources.

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.