Product: Intapp Celeste

Scans recent email and meeting activity for early sell-side deal signals most teams miss until it’s too late. Creates the record and tells you what to do next.

Maps every professional at a target firm against your own expertise and client base, surfacing connection opportunities and conflict flags in one pass. No manual cross-referencing, no missed conflicts.

Maps a lateral hire’s contact spreadsheet to your CRM fields, checks for duplicates before creating anything, and builds a ready-to-go announcement campaign. The new partner lands as a sponsor automatically.

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.