Product: Intapp Celeste

A tiered list of acquisition targets worth chasing, built from commercial data, relationship signals, and live market research. Ranked by fit, not just by size.

Reviews every client, pipeline opportunity, and team connection tied to a departing partner, then builds a prioritized action plan suited to where they’re headed. Single-threaded clients and stalled pitches surface first.

Maps a client’s business model and ecosystem to generate ranked, off-market opportunity ideas tied to services your firm offers. You choose which ideas become tracked records, with the reasoning included.

Consolidates active deal and staffing data into one utilization view, by stage and by person. Flags resourcing risk before a deal team is stretched too thin.

Tracks seven pipeline metrics over time across practice, sector, and office, then surfaces the patterns that matter most in plain language. Built to complement your existing dashboards, not replace them.

Tracks every buyer’s milestone progress on a live sell-side deal and flags engagement risk before it becomes a problem. Produces a client-ready update once your team signs off.

Classifies an uploaded CIM, extracts the key deal terms, and processes them straight into your CRM. Delivered as a structured summary, not a stack of PDF pages.

Scans recent email and meeting activity for action items and sorts them by who owns them: your firm, an outside party, or both. Only the items you approve get written as tracked tasks.

Reads a bid PDF and stages it as a draft record, extracting economics, structure, and counterparty details automatically. Nothing commits until you approve it.

With Intapp, everybody wins: our firm, our partners, and our clients.