Intapp announces Celeste: Agentic AI for professional firms
MWN-AI** Summary
Intapp, a leader in governed AI solutions for professional firms, has unveiled Intapp Celeste, a sophisticated agentic AI platform designed to streamline operations in highly regulated industries. This announcement was made during Intapp's annual product event in New York City. As firms increasingly seek to integrate AI into their core operations, Celeste emerges as a pivotal tool to enhance fundraising, business development, client management, and service delivery while ensuring compliance with industry regulations.
Celeste operates using prebuilt or customizable agents that enhance workflow efficiency by acting as knowledgeable collaborators. These agents leverage a firm's specific methodologies and resources to identify opportunities, expedite complex tasks, and support compliance with confidentiality and ethical standards. Thad Jampol, Intapp's Chief Product Officer, highlighted that firms are on the verge of a transformative phase where AI agents will redefine operational and competitive strategies.
Key features of Intapp Celeste include the Celeste Context Engine, which personalizes agent interactions by understanding a firm’s unique data and procedures, and a governed AI framework that ensures compliance with professional standards. The platform promotes collaboration between expert AI agents to tackle intricate, high-volume workflows, enabling firms to manage conflicts and uncover growth avenues more efficiently than human operators.
Celeste integrates seamlessly with existing Intapp applications and other AI tools, enhancing data accessibility. The platform is launching with initial partnerships, including a collaboration with Harvey to implement practice-of-law workflows while maintaining compliance. Intapp also plans to integrate agentic AI workflows across its entire product suite, promising further automation and operational insight for professional firms.
Overall, Intapp Celeste is positioned as a transformative solution for professional services, streamlining complex workflows and elevating compliance capabilities essential for success in regulated industries.
MWN-AI** Analysis
Intapp's recent announcement of its new agentic AI platform, Celeste, marks a significant advancement in the application of AI within professional firms, particularly those operating in highly regulated industries. As an investor or financial analyst, evaluating the potential implications of this launch is essential for gauging the company's growth prospects.
Celeste stands out by combining AI with a robust framework for compliance, aligning well with the stringent regulations that govern many professional sectors. Firms are increasingly searching for technologies that can streamline their workflows while ensuring adherence to complex compliance standards. By providing prebuilt and customizable agents, Celeste enables firms to improve efficiency in critical processes such as business development, client management, and conflict resolution. This capability positions Intapp favorably, as organizations seek to enhance operational efficiency amid increasing competitive pressures.
Moreover, the integration of Celeste with existing Intapp applications and partnerships—particularly those with Microsoft and Harvey—illustrates the platform's ability to create synergies across the professional ecosystem. This integration not only enhances user experience but also ensures that firms can leverage their existing data within a governed AI framework, thus maximizing the value of prior investments in technology.
Investors should note the broader market trend towards AI adoption in professional services. The push for agentic AI indicates that firms are not just looking for tools but are ready to incorporate intelligent systems into their core operations. This shift could significantly elevate Intapp’s market position, driving increased sales and customer retention in the long term.
In summary, Intapp’s launch of Celeste demonstrates its commitment to innovation in the agentic AI space. For current and potential investors, monitoring the adoption rates and customer feedback regarding Celeste will be critical for assessing its long-term impact on Intapp’s financial performance and market share.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
New platform provides industry expert agents and governed AI for professional compliance
Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, announced the launch of Intapp Celeste — a purpose-built agentic AI platform. The new solution was announced today at Intapp’s annual product event in New York City.
Today's leading firms are ready for AI that sits at the heart of their organization — automating and orchestrating the core value chains that define success: fundraising and origination, business development and cross-selling, client intake and conflicts clearance, and profitable work delivery. These complex, deeply interconnected workflows carry substantial compliance considerations and require Firm AI.
That’s why Intapp created Celeste , an AI-native agentic platform purpose-built for professional firms. 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, they 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 — more quickly and comprehensively than any human could.
- 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. Intapp's recently announced partnership with Harvey is 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 saying 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.
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 .
View source version on businesswire.com: https://www.businesswire.com/news/home/20260225298423/en/
Intapp
Ali Robinson
Global Media Relations Director, Intapp
press@intapp.com
FAQ**
How does Intapp Inc. INTA plan to differentiate its Intapp Celeste platform from other AI solutions in the market, particularly in terms of its compliance features?
Given the complexity of workflows involved, how does Intapp Inc. INTA ensure that Celeste agents maintain professional compliance while executing critical tasks across different firms?
What specific benefits do you anticipate Intapp Inc. INTA’s Celeste will provide in terms of operational efficiency for professional firms compared to traditional methods?
How will partnerships, such as those with Harvey and Microsoft, enhance the capabilities of Intapp Inc. INTA's Celeste platform in integrating AI within professional firm ecosystems?
**MWN-AI FAQ is based on asking OpenAI questions about Intapp Inc. (NASDAQ: INTA).
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