Intapp Amplify provided a clear look at what the agentic AI era means for professional and financial services firms. See the top takeaways from the event.

See how firm AI for private capital is reshaping investment banking: Intapp Celeste, Walls for AI, and AI for private equity playbooks in DealCloud.

Intapp’s Jey Purushotham joined Dave Kell for an episode of The Independent CPA Firm Podcast to discuss how firms should envision their processes and use technology to support smart, scalable growth. During the conversation they cover:

Intapp announces Celeste, an agentic AI platform built for professional workflows and compliance requirements.

Intapp and Harvey announce a strategic partnership to deliver governed AI for the legal industry.

When clients entrust their most sensitive business matters with their lawyers, they expect it to be treated with the highest standards of professional responsibility, including when using AI. Together, Intapp and Harvey are enabling governed AI that protects client confidentiality and firm integrity today, while laying the foundation for future agentic workflows that operate within professional compliance boundaries by design.

Legal teams have spent years building rigorous professional responsibility standards in Intapp, and they need those standards to follow them into every tool they use. This partnership ensures that the same ethical walls that lawyers trust and rely on are enforced inside Harvey.

Modernize compliance with cloud-based, AI-enhanced solutions. Learn how Intapp Intake and Conflicts boost efficiency, reduce risk, and streamline firm operations.

Protect sensitive data with Intapp Walls. Automate information barriers, ensure compliance, and safeguard confidential information across all systems.

To enable a successful AI deployment, your teams must build a strong foundation based on the six core tenets.