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.

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