Intapp Celeste

What it does

Intapp Celeste is Intapp's Firm AI platform for professional firms in law, accounting, consulting, investment banking, private capital, and real assets. It is used to design, deploy, and orchestrate firm-specific AI agents that are grounded in client, deal, relationship, and engagement data from a firm's Intapp products, so the agents start with firm context.

Celeste ships with pre-built, industry-specific use cases for specific roles, such as scoring deals against an investment thesis, building meeting-ready client briefs, running conflicts searches, and tracking client commitments. It can update records and draft follow-ups, and professionals can work in Celeste, in other Intapp products such as DealCloud, or in AI tools like Microsoft Copilot.

Governance is central to the product: Celeste enforces access policies, ethical walls, and need-to-know rules, and requires human approval for sensitive actions. Firms can choose the underlying AI model and connect Celeste to their stack through open APIs and MCP. Access is sales-led, starting with a demo request.

What it can do

• Answers questions from firm knowledge and client, deal, and engagement data
• Provides pre-built, industry-specific use cases for specific roles
• Enforces access policies, ethical walls, and need-to-know rules
• Requires human approval for sensitive actions
• Updates records, drafts follow-ups, and drives work forward
• Automatically captures, matches, and categorizes client obligations (Intapp Terms)

Works with

• Intapp DealCloud
• Intapp Terms
• Intapp Time
• Intapp Billstream
• Microsoft Copilot
• Microsoft 365
• Snowflake
• Open APIs and MCP

Before you choose

• Pricing is not published; a sales conversation is required to learn costs.
• Governance outcomes depend on how the firm configures access policies, ethical walls, and need-to-know rules.
• Performance figures such as ~10 seconds to a client brief and 40–60% faster staffing decisions are vendor-stated.

Listed under

• Coding
• MCP and agent tools
• Accounting firms
• Compliance
• Conflicts checks
• CRM
• Firm management
• Law firms

Get started

The page directs visitors to schedule a demo with an Intapp expert.

1. Request a demo through the Intapp Celeste page to speak with an Intapp expert.
2. Connect Celeste to your firm's existing Intapp products and systems.
3. Configure access policies, ethical walls, and need-to-know rules before use.

Contact Intapp for a quote. Free tier and trial availability are not stated.

We couldn’t find published prices for Intapp Celeste.

Sources for this overview

Product pages, documentation, and pricing checked 30 Oct 2026. Each source supports part of the overview; availability and prices can change.

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Human review

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Last checked 30 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.