What is Intapp?
Intapp Celeste is an agentic AI platform designed for professional services firms to automate routine tasks and enforce compliance.
It integrates directly with existing Intapp data, allowing users to retrieve client, matter, and transaction information across the firm’s systems.
The platform provides AI‑driven risk assessment, conflict detection, and ethical wall enforcement, streamlining intake and intake approval workflows.
Intapp Celeste captures time entries from emails, meetings, and documents, generating compliant timekeeping data without manual entry.
Its relationship intelligence engine consolidates client interactions and market signals, enabling partners, dealmakers, and advisors to identify cross‑service opportunities.
The solution supports real‑estate and private‑capital workflows, delivering automated property lifecycle management and investment analysis.
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Intapp's key features
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Automated approval workflows
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Real-time data consistency checks
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Integration with Dynamics and Workday
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Audit trail for compliance
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Intuitive partner interface
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Centralized risk and financial data
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Notification and tracking system
Intapp use cases
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Automatically flag conflicts of interest during client intake by scanning firm data, applying conflict detection rules, and enforcing ethical walls—ensuring compliance with a single click
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Seamlessly capture billable time from emails, meeting minutes, and document annotations, extracting task details and durations to auto-populate time‑keeping records—eliminating manual entry and reducing billing errors
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Accelerate real‑estate lifecycle management by pulling property and transaction data, applying regulatory checks, and orchestrating document workflows—streamlining approvals, compliance, and reporting across the firm
Who is it for?
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Financial analysts
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Legal counselors
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Compliance officers
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Cloud solution architects
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Business strategists
