Wotton Kearney Selects Intapp DealCloud with Celeste — Agentic BD Intelligence Wins Competitive RFP

Wotton Kearney, an Australian specialist law firm, completed a competitive RFP process this week and selected Intapp DealCloud with Celeste as its firm-wide BD and relationship intelligence platform. The stated selection rationale — that DealCloud is "purpose-built for the legal market, highly configurable, designed for the agentic era, and supported by a team with genuine expertise in legal business development" — makes the Wotton Kearney RFP a documented case study in the evaluation criteria mid-sized firms should be applying to CRM and experience management platforms in 2026. The "agentic era" framing is operationally significant: Wotton Kearney selected a platform not only for its current CRM functionality but for its architectural readiness to surface relationship intelligence proactively through AI agents, rather than requiring users to query the system. For mid-sized firm managing partners and BD directors, the Wotton Kearney case demonstrates that the CRM selection decision is now also an AI infrastructure decision — and firms that select platforms not built for agentic deployment will find themselves re-evaluating that decision in 24–36 months.