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Intapp unveils AI tools to streamline compliance and time tracking for professional services

New Celeste agentic AI solutions automate intake forms, conflict checks, and billable-hour compliance for firms already using Intapp's business acceptance and time-billing systems.

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Sophie Laurent · FX & Rates Desk · 20 Aug 2026 · 07:29 · 1 min read
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Intapp unveils AI tools to streamline compliance and time tracking for professional services

Intapp Inc. (NASDAQ: INTA) on Wednesday launched two AI-powered tools—Compliance with Celeste and Time with Celeste—built on the company’s agentic AI technology, Celeste. The solutions integrate directly into Intapp’s existing Intake, Conflicts, Terms, and Time products, enabling firms to automate manual workflows in client onboarding and billing compliance.

The compliance tool automates intake form population using email data, constructs search strategies for conflict checks, maps corporate structures, and extracts terms from outside counsel guidelines. The time-management module drafts time entries based on work activity, verifies compliance with billing rules, and flags entries that violate block-billing restrictions. Both tools are designed to address operational bottlenecks in professional services firms, where growth through mergers and lateral hiring has increased the complexity of client onboarding and risk management.

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Firms already using Intapp’s business acceptance and time-billing systems can activate the new features through an existing entitlement, eliminating the need for separate implementations. The company serves six sectors: accounting, consulting, investment banking, law, private capital, and real assets.

Intapp co-founder and Chief Product Officer Thad Jampol said the company has "re-architected" its compliance and time solutions around Celeste and agentic workflows. Katherine Lowry, Chief Information Officer at BakerHostetler, said the firm expects Celeste to accelerate conflict evaluations, noting that lateral growth has led to "a significant number of important new clients and complex engagements" in recent years.

The Palo Alto-based firm’s shares were indicated 1.8% higher in pre-market trading following the announcement.

This article was produced with AI assistance and edited by a Finance Review Daily journalist.
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Written by
Sophie Laurent
FX & Rates Desk

Sophie covers currency markets and central bank policy across Europe, with a focus on how rate decisions ripple through FX pairs. She has been tracking the ECB's policy path since the start of the current easing cycle.

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