Celeste runs the business of the firm — from deal screening and conflicts clearance to business development and lateral hiring — on each firm's own data, under its own rules
Company Website:
https://www.intapp.com
PALO ALTO, Calif. -- (Business Wire)
Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries, today announced at its global launch broadcast that Celeste, previewed in February, is now generally available. Celeste is an expert AI coworker that runs the business of the firm, from deal screening and conflicts clearance to business development and lateral hiring. It’s grounded in each firm's proprietary knowledge and governed by the firm’s own methods and compliance rules.
Most firms today have AI agents on every desk — drafting, modeling, and reviewing faster than ever. But few firms are growing faster. Firms are finding that AI built for the individual practitioner speeds up the practice, but not the business behind it. That’s the gap Celeste closes.
The work that runs a firm depends on what only the firm knows: its deals, clients, matters, and relationships. It runs on the firm's own methods — the way it originates a deal, runs a conflict check, or prepares for a pipeline meeting. And it’s bound by obligations that generic AI was never built for, from ethical walls and conflicts rules to client confidentiality. Intapp has spent 20 years building that knowledge, those methods, and that governance into the systems these firms already run on. Celeste starts there.
That’s what makes Celeste different.
- Celeste gets the firm's work done. Celeste is an expert AI coworker built for the business workflows of the firm — the work that drives its growth and determines how efficiently it runs. It runs on its own rather than waiting to be asked.
- Celeste works your way. Celeste encodes the firm's own methods as playbooks — multi-step workflows that automate the firm's best practices. It ships with a library of playbooks spanning origination, business development, intake, conflicts, pricing, fundraising, lateral hiring, and beyond, and a no-code builder so teams can easily create their own.
- Celeste knows your firm. Every firm has access to the same models. What sets a firm apart is what those models don’t know: its deals, clients, relationships, and prior judgment. Celeste is natively integrated into the firm's systems of record, ingests the firm’s documents, and connects to its preferred data partners through open connectors.
- Celeste enforces your guardrails. Ethical walls, need-to-know rules, and audits apply to Celeste exactly as they apply to people. Restricted information stays restricted no matter what anyone asks, and the firm can show clients and regulators a full record of every action.
Celeste is already at work in early-adopter firms, including Hg and BakerHostetler. In private capital, Celeste turns a confidential information memorandum into a structured investment screen, drawing on the firm’s own investment criteria, mandate, and deal history. In investment banking, it maps board and management relationships to give bankers the strongest path into a mandate. In legal, it surfaces relevant matters, partner experience, and prior pitch materials for an urgent client request in minutes rather than hours. It also runs an end-to-end lateral hire lifecycle, from candidate research and conflicts pre-screening to clearance preparation and onboarding. For accounting and consulting firms, the same governed coworker works within independence and conflicts obligations from day one.
Intapp calls this Firm AI, the category of AI aimed not at the individual or the work product, but at the business of the firm itself. Horizontal assistants speed up everyday tasks. Practice AI helps produce the work product. Firm AI runs the business behind both.
Availability
Intapp Celeste is generally available now. Firms can explore the use case library, request a demonstration, or contact their Intapp account team at intapp.com.
Supporting quotes
Thad Jampol, Co-Founder and Chief Product Officer, Intapp
"Firms will run several kinds of AI: horizontal assistants for everyday work, practice AI for the work product, and Firm AI for the business of the firm itself. That last category is the hard one, and it’s the one almost nobody is building. That’s Celeste — an expert AI coworker built on a firm’s own playbooks, knowledge, and guardrails. When a conflicts team can clear 10 times the matters and a fund can screen 10 times the deals, that’s not saved time — that’s a new business model.”
Katherine Lowry, Chief Information Officer and Head of IncuBaker, BakerHostetler
"We believe that Celeste can have a very positive impact on our intake and conflicts process. Celeste’s cutting-edge AI capabilities will help us responsibly take on matters and evaluate conflicts faster than ever before. At BakerHostetler, we have experienced tremendous lateral growth in recent years and as a result, have onboarded a significant number of important new clients and complex engagements. We believe that Celeste will help us operate more efficiently as we continue to grow, and we are very excited about the opportunity to partner with Intapp on this new legal technology.”
Shirin Veeran, Data and Platform Strategy, Hg
"The intelligence is ours, not something generic applied to our firm. Celeste screens against our actual mandate, drawing on knowledge we have built across the firm over two decades. Having a clear, always-current view of deal progress and pipeline speed — without the usual reporting lift — is genuinely valuable to any deal team."
Additional resources
Connect with Intapp
About Intapp
Intapp (NASDAQ: INTA) is the governed AI platform for professional firms in highly regulated industries. Intapp's vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world's top firms trust Intapp's industry-specific enterprise solutions at intapp.com.
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Contacts:
Emily Martinez
Global Media and Communications Director
press@intapp.com
Source: Intapp, Inc.
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