Can Intapp (INTA) Turn Celeste AI Wins Into Durable Workflow Moats In Legal And Consulting?

• In late May 2026, Ropes & Gray and Arkwright Consulting each announced they had selected Intapp’s DealCloud platform, with Ropes & Gray also adopting the new Celeste agentic AI to connect growth, compliance, and profitability workflows.
• These wins highlight growing real‑world adoption of Intapp’s cloud and AI stack across legal and consulting firms, directly tying its technology roadmap to mission‑critical client workflows.
• Next, we’ll examine how Celeste’s launch as an agentic AI layer for compliance‑sensitive workflows could reshape Intapp’s existing investment narrative.

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Intapp Investment Narrative Recap

To own Intapp, you need to believe its vertical cloud and AI stack can become embedded in core professional services workflows while the company narrows losses. The latest Ropes & Gray and Arkwright wins support the near term catalyst around Celeste and cloud adoption, but they do not remove key risks around execution in the cloud transition, reliance on partners, or proving durable differentiation in AI.

The Ropes & Gray announcement is especially relevant, because it pairs DealCloud with Celeste in compliance sensitive workflows across growth, profitability, and risk management. For investors focused on catalysts, this is an early proof point for Intapp’s agentic AI story in large, complex firms, where success or failure could influence cloud ARR quality and perceptions of whether Celeste meaningfully strengthens the competitive moat.

Yet beneath the excitement around new AI agents, investors should be aware that Intapp’s dependence on external partners and complex cloud migrations could...

Read the full narrative on Intapp (it's free!)

Intapp's narrative projects $852.4 million revenue and $78.8 million earnings by 2029.

Uncover how Intapp's forecasts yield a $39.12 fair value, a 61% upside to its current price.

Exploring Other Perspectives

Before this news, the most optimistic analysts were assuming revenue could reach about US$784 million and earnings US$63.6 million by 2028, which is far more upbeat than consensus. When you compare that to concerns about client firms slowing cloud and AI projects, it shows how widely expectations can differ and why it is worth exploring multiple views on what Celeste’s early wins might really mean.

Explore 5 other fair value estimates on Intapp - why the stock might be worth just $25.00!

Decide For Yourself

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your Intapp research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Intapp research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intapp's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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