Intapp Unveils Celeste: Agentic AI for High-Stakes Professional Firms

NEW YORK, NY – February 25, 2026 – Intapp, a leading platform provider for professional and financial services, today announced the launch of Intapp Celeste, a purpose-built agentic AI platform designed to navigate the complex, high-stakes environments of law, finance, and consulting firms. Unveiled at the company’s annual product event, Celeste represents a significant step beyond conventional generative AI, introducing autonomous agents engineered to execute critical business processes while adhering to the stringent compliance standards that govern these industries.

For years, professional firms have eyed the transformative potential of artificial intelligence, but its adoption has been tempered by significant risks surrounding client confidentiality, regulatory compliance, and data governance. Intapp aims to solve this dilemma with what it calls “Firm AI.”

“The world’s leading professional firms have reached a critical inflection point in AI adoption,” said Thad Jampol, Chief Product Officer at Intapp, in a statement accompanying the launch. “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.”

Beyond Generation: The Dawn of Agentic AI

Unlike mainstream generative AI tools that primarily respond to prompts to create content, agentic AI introduces a new level of autonomy. The AI agents within Celeste are designed to act as semi-autonomous “expert colleagues.” They can perceive their digital environment, reason through complex scenarios, set goals, plan multi-step actions, and execute entire workflows with minimal human intervention. This marks a pivotal shift from AI as a passive assistant to AI as an active participant in a firm's core operations.

With Celeste, these agents can be tasked with high-volume, high-complexity work that requires expert judgment. For instance, an agent could analyze thousands of data points to proactively identify cross-selling opportunities within a law firm's existing client base, screen a high volume of potential deals for an investment bank, or flag intricate conflicts of interest that a human team might miss. The system is designed to perform these tasks more quickly and comprehensively than its human counterparts, freeing up professionals to focus on high-value strategic work.

This capability is powered by the Celeste Context Engine, which allows the AI to understand a firm’s unique ecosystem—its proprietary data, internal terminology, key relationships, and established work patterns. This deep contextual awareness enables the agents to act like seasoned employees rather than generic tools that require constant guidance and correction.

The Compliance Conundrum: AI's Governance Challenge

The most significant barrier to AI adoption in regulated fields has been the immense risk associated with mishandling sensitive information. For law firms, financial institutions, and top-tier consultancies, a single breach of an ethical wall or the accidental disclosure of Material Non-Public Information (MNPI) can have devastating legal and reputational consequences. Generic AI models, trained on public data and lacking built-in governance, are simply not equipped for this reality.

Intapp Celeste addresses this head-on with a framework of “Professional compliance by design.” The platform’s governed AI model is architected to apply a firm’s specific professional compliance standards directly to every action an AI agent takes. This includes enforcing ethical walls, respecting client confidentiality, and adhering to independence rules.

Every interaction within the Celeste platform is designed to be permissioned, auditable, and compliant. This creates a trusted environment where firms can leverage the power of AI without compromising their fundamental duties to clients and regulators. By building governance into the core of the system, Intapp is betting that it can unlock AI's potential in industries that have, until now, remained cautiously on the sidelines.

Building a Governed Ecosystem Through Strategic Partnerships

Recognizing that no single platform exists in a vacuum, Intapp has launched Celeste with a powerful set of inaugural partnerships, creating a controlled and compliant ecosystem. These integrations are not merely technical add-ons but strategic moves to solve specific, critical industry problems.

The collaboration with Harvey, a generative AI platform for legal professionals, is expanding to allow Celeste to invoke legal workflows while rigorously enforcing the ethical walls and professional compliance standards managed by Intapp. This directly tackles the concern of AI operating outside a law firm's strict confidentiality protocols.

Similarly, the integration with Microsoft Copilot addresses the pervasive fear of data leakage. Many firms rely heavily on the Microsoft 365 suite, and while Copilot offers productivity gains, it also creates risks of oversharing sensitive data. Celeste acts as a crucial gatekeeper, controlling what data Copilot can access based on the firm's established ethical walls, MNPI policies, and independence requirements.

Furthermore, a connection to Claude, the advanced AI model from Anthropic, brings its sophisticated reasoning capabilities into Intapp's governed environment. This allows Celeste to leverage frontier AI for analyzing nuanced, multi-step problems while ensuring all actions remain grounded in the firm’s specific permissions and policies.

Reshaping the Firm: A Portfolio-Wide Transformation

The launch of Celeste is not an isolated product release but the centerpiece of a broader strategic overhaul. Intapp announced it is re-architecting its entire product portfolio—including its flagship platforms Intapp DealCloud, Intapp Compliance, and Intapp Time—to embed agentic AI workflows at their core. This signals a deep, company-wide commitment to the agentic AI paradigm.

By weaving this technology into the tools that professionals use every day for dealmaking, compliance checks, and timekeeping, Intapp aims to further automate critical processes, reduce operational friction, and surface predictive insights that can drive growth. This transformation suggests a future where autonomous agents are not a separate tool but an integral part of the fabric of a professional services firm.

As industries grapple with how to harness AI's power responsibly, Intapp is making a clear statement: the future of professional work will be agentic, but it must also be governed. The success of Celeste may well determine the pace and direction of AI adoption across the world's most regulated and demanding business sectors.