Intapp Celeste

Intapp Celeste is the expert AI coworker for professional firms. It is grounded in a firm’s knowledge, governed by compliance rules, and designed to scale with demand. It works across client, deal, relationship, and engagement data from Intapp products, starting with the same context as a coworker who knows the firm. The system emphasizes role-specific use cases that can be used as-is or tailored to needs, with compliance built in by design.

Celeste connects to existing systems so professionals can choose where to work—within Celeste, other Intapp products, or AI tools like Microsoft Copilot. It enforces firm access policies, ethical walls, and need-to-know rules to maintain compliance at all times. It proactively surfaces critical updates and insights so teams begin each day fully briefed, and it updates records, drafts follow-ups, and drives work forward rather than merely advising.

Celeste adapts to operate within governance, integrating with the firm’s AI stack and ensuring compliance. It can be used across industries and roles, with pre-built industry-specific use cases that enable faster value realization. It offers a governance-first design, with approvals required for sensitive actions and strict controls to protect client data while accelerating execution.

Celeste serves as the operating layer for Firm AI, designed to help firms move faster and win more business while maintaining control over risk and compliance. It supports integration with DealCloud and other Intapp products, interfaces with Microsoft Copilot, and provides an architecture that allows firms to tailor AI skills to their workflows. The platform emphasizes security, governance, and scalable use cases.

Use cases

• Close deals faster by mapping relationships and tracking buyer activity from first contact to close.