Intapp, Inc.INTA

Firm AI consists of four layers governed by Intapp Celeste agentic AI coworker.

“Firm AI is composed of four architectural layers, integrated and governed by Intapp Celeste, our agentic AI coworker:”

Intapp Celeste deploys purpose-built agents for firm workflows on its platform.

“• Intapp Celeste drives the Firm AI strategy and enables professionals and AI agents to work together across firm operations on a single agentic AI platform. Celeste's firm playbooks and skills deploy purpose-built agents trained on each firm's terminology, relationship structures, and decision logic to automate workflows spanning business development, intake, due diligence, and work delivery, while its no-code playbook builder allows firms to build and customize agents without writing code. Native integration with Intapp data, a firm ontology and semantic model, and institutional memory capabilities enable agents to reason over governed, permission-aware firm data — including deal history, relationship maps, and client activity — and adapt over time as the firm's workflows evolve.”

Intapp Celeste enables AI agents to execute multi-step workflows in firm operations.

“Intapp Celeste extends these capabilities by enabling AI agents to execute multi-step workflows directly within firm operations. Celeste connects to firm systems and Intapp Data Foundation components, allowing agents to reason over governed, permission-aware data and apply firm-specific business rules — surfacing results with appropriate human review. Celeste's firm playbooks deploy purpose-built agents across functions including business development, origination, intake, compliance, and work execution, while built-in granular access controls and governance guardrails ensure agents act only on information each user is authorized to see. Supported by our scalable cloud infrastructure and partner ecosystem, Celeste reinforces Intapp's commitment to delivering secure, intelligent solutions that drive measurable results for our clients.”

Intapp Celeste advances the firm's AI strategy for multi-step client workflows.

“• Capitalize on the generational change in work driven by AI: Driven by the rapid advancement of generative and agentic AI, demand for our AI-powered solutions is increasing. Intapp Celeste represents a significant step in this strategy — enabling firms to execute multi-step workflows across data sources and business rules at a level beyond individual task assistance. Our AI strategy expands the value of our cloud offerings by incorporating these advancements to help clients solve the practical and unique business challenges of professional and financial services firms.”

Competitive solutions from other AI-native startups using generative and agentic AI.

“• Solutions from other AI-native and emerging startups, that enable connectedness of key data and processes through the use of AI, including generative and agentic AI;”

Slower than expected market development for SaaS with agentic and generative AI could harm business.

“• If the market for SaaS solutions, including those with agentic AI and generative AI capabilities, for accounting, consulting, investment banking, legal, private capital and real assets industries develops slower than we expect or declines, it could have a material adverse effect on our business, financial condition and results of operations.”

Intapp CEO reports release of Celeste firmwide agentic AI platform driving client interest.

““I am pleased to report solid third-quarter results, adding new clients in multiple sectors and expanding the product mix in others,” said John Hall, CEO of Intapp. “We also released the details of Celeste, our firmwide agentic AI platform, that is already driving increased interest across all our clients.””

Intapp announced Celeste firmwide agentic AI platform at its annual product event.

“• We held our annual product event, Intapp Amplify, where we announced the latest advancement in our AI-powered solutions: Celeste, a firmwide agentic AI platform purpose-built for professional firms.”

Ropes & Gray selected Intapp's Celeste to help drive their agentic strategy.

“• Ropes & Gray, a global law firm, chose DealCloud to accelerate their business development activity, and Celeste to help drive their agentic strategy.”

Intapp offers vertically tailored agentic solutions for professional firms in regulated industries.

“Intapp 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.”