Wotton Kearney Selects Intapp DealCloud with Celeste — Relationship Intelligence Goes Agentic

Wotton Kearney, an Australian specialist law firm, selected Intapp DealCloud with Celeste following a competitive RFP process, citing 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." The platform provides a unified system for managing relationships, tracking client activity, capturing experience, and identifying cross-selling opportunities — with Celeste adding AI-driven insights and agentic BD capabilities on top of the CRM foundation. For BD technology leaders, the Wotton Kearney RFP decision is notable as a documented case study in competitive selection: it confirms that firms evaluating CRM platforms in 2026 are explicitly asking vendors whether their architecture is "designed for the agentic era" — meaning the ability to surface relationship intelligence proactively, not just record relationship data reactively. The experience-capture component — automatically logging matter data and attorney interactions as client intelligence — is becoming the primary differentiator between CRM systems that increase BD effectiveness and those that function as expensive contact databases.