Intapp debuts Celeste, an agentic AI for professional firms

Intapp, a leading governed AI platform for professional firms in highly regulated industries, is introducing Intapp Celeste—a purpose-built agentic AI platform built to sit at the heart of an organization.

According to Intapp, using prebuilt or custom agents to execute on critical workflows, professionals can spot opportunities earlier, complete complex work faster, and deliver with confidence. Celeste agents act as expert colleagues—interacting with humans as well as other agents to leverage a firm’s proprietary knowledge, execute using firm-specific methodology and best practices, and honor strict compliance and confidentiality standards.

“The world’s leading professional firms have reached a critical inflection point in AI adoption,” said Thad Jampol, chief product officer at Intapp. “They are on the verge of an agentic future where agents will fundamentally reshape how they operate, compete, and ultimately win. Intapp Celeste is the Firm AI that automates and orchestrates the core processes that define a firm’s success while ensuring alignment with the strictest professional compliance standards.”

Key aspects of Intapp Celeste include:

• AI that knows your firm: With the Celeste Context Engine, it knows your firm’s data, terminology, relationships, and work patterns—so agents can act like seasoned colleagues, rather than a generic tool that needs constant explanation.

• Professional compliance by design: Celeste’s governed AI framework applies your firm’s professional compliance standards—including ethical walls, MNPI, and independence—to agent actions, ensuring that every AI interaction is permissioned, auditable, and compliant.

• Agents that get work done: With Celeste, a system of industry expert AI agents work together to execute high-volume, high-complexity workflows that require real expertise and judgment. They analyze thousands of data points to uncover growth opportunities, screen more deals, and flag complex conflicts.
• Integrates across your ecosystem: Celeste natively integrates across Intapp applications, firm systems, and other AI tools, giving agents access to data they need to be effective.

Intapp Celeste launches with an inaugural set of partners and MCP connections including Intapp’s recently announced partnership with Harvey—expanding to include the ability for Celeste to invoke practice of law agentic workflows while enforcing professional compliance standards.

It builds on Intapp’s history of co-innovation with Microsoft, allowing Copilot users to access Intapp data with Celeste controlling what data is exposed based helping firms manage ethical walls, MNPI, and independence for their clients.

Intapp Celeste also connects directly to Claude, powered by Anthropic, bringing trusted firm context—clients, matters, deals, relationships, documents, and approvals—directly into workflows, while staying grounded in the permissions and policies that govern highly regulated professional industries.

Alongside the launch of Intapp Celeste, the company is also re-architecting its full product portfolio with agentic AI workflows at the core. Agentic AI workflows embedded in core products—including Intapp DealCloud, Intapp Compliance, and Intapp Time—will further automate critical firm processes, reduce friction, and surface insights needed to drive growth, the company said.

For more information about this news, visit www.intapp.com.