Intapp introduces Firm AI — the AI category built for the business of a professional services firm, not just the individual professionals inside it. Co-worker agents are the key to unlocking firm growth.

Extracts every disclosed financial input from a CIM and builds a fully populated LBO model, leaving only what the CIM doesn’t cover for the deal team to complete. Every formula, tab, and named range in your template stays exactly as built.

Reads a terms document to work out its type, status, and the client or matter it belongs to, then uploads it with that metadata after you confirm it’s correct. Works whether the document arrives by email or gets uploaded directly.

Reads an incoming client email, checks whether the client already exists in your firm’s records, and creates a properly routed intake request. Shares the finished request with the right assistants automatically.

Pulls every linked sale, lease, and rent comparable for a deal and builds a positioning analysis against that comp set. Only includes the comp types that actually exist for the deal, so the report never has empty sections.

Pulls a deal’s asset, financial, funding, and comparables data into a single screening summary, flagging return metrics and underwriting shifts along the way. Gives deal teams one consistent view instead of six separate lookups.

Builds a complete pipeline view for any metro area you cover, spanning acquisition, development, and disposition deals alongside current market context. Brings in assets, brokers, and key contacts, so nothing about that market is missing from the picture.

Analyzes deal and broker fee data for a chosen deal type and time frame to show which sourcing channels are actually working. Breaks results down by fund strategy, so patterns don’t get lost in an aggregate view.

Pulls together an asset’s deal history, financial performance, and occupancy trends into one report. Built for real estate teams preparing for investment committee or portfolio reviews.

Structuring and pricing a capital stack by hand means assembling comparables and pricing rationale from scratch for every mandate. Celeste validates or drafts a structure using your own deal records and comparable transactions, so every proposal arrives with a clear pricing basis.