Conflicts & Intake

Accelerate compliant business onboarding

iManage Conflicts & Intake streamlines conflicts checks, conflicts clearance, and business intake – reducing risk and delivering a faster, more efficient new business onboarding process. A scalable, modular solution offers seamless integration of conflicts and intake workflows within the iManage platform, providing a holistic view of risk and compliance from client acceptance through onboarding.

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Better decisions

Assess critical risks quickly and accurately through tailored reporting and actionable results.

Efficiency gains

Improve staff productivity with smarter search and intake processes that streamline repetitive tasks.

Competitive advantage

Provide a faster, more efficient onboarding service to win and retain clients.

Compliance

Comply with jurisdictional regulations by adapting checks to the type of work requested.

Confidentiality

Control access to sensitive client content throughout the intake and onboarding processes.

Profitability

Reduce administrative costs by enabling fee earners to spend more time on billable work.

Modular and Scalable

Our intelligent modular architecture empowers organizations of all sizes to tailor their solution to current needs, with the flexibility to scale seamlessly or adopt the full suite as their requirements evolve.

Conflicts Checking

Robust conflicts checks are essential to the onboarding process, but can strain resources. iManage streamlines searches by connecting siloed data to highlight organizational relationships. Along with inclusion on compliance or sanctions lists, this increases visibility into potential conflicts.

Conflicts Clearance

Once an organization completes the clearance process, stakeholders must be apprised of the results and given details of any ethical or compliance issues. With its easy-to-use interactive conflicts clearance module, iManage offers multiple methods for distributing, clearing, and auditing the resolution.

Business intake

A smooth intake process helps organizations ensure a successful future with a client. With iManage, organizations gain a highly configurable form designer, an organized data framework, and no code/low-code workflow capability to surface the right information to the right user at the right time.

The department that onboards new clients uses iManage Conflicts & Intake to speed up the process, which can otherwise be burdensome.

Jordon Flato, Director of Technology, Farella Braun + Martel

With iManage Conflicts & Intake, the team can move faster and accomplish more. The team supporting iManage Conflicts & Intake is truly concerned with our success.

IT Manager, Global Management Consultant Enterprise

Advanced features like synonym creation and application eliminate complex queries and conflict analysis, providing relevant results in one query.
Customizable, drag-and-drop forms collect key information to streamline business intake and align with risk assessment for business acceptance or lateral hires.
Set up process workflows for information barriers, business acceptance, conflicts checks, and sanctions monitoring with pre-defined workflows and intuitive designer.
Seamless connection to Dun & Bradstreet, World-Check One, and Bureau van Dijk reveals corporate affiliations and third-party risks, improving accuracy.
Onboarding documents are automatically stored in iManage workspace, available for business analysis. Set security policies and identify flagged information barriers.
Make risk and compliance data visible in conflict search results and intake requests by extracting from documents via Ask iManage integration.

FAQs

Can’t find the answer to your question? Book a call with our team for a personalized demo or consultation.

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Is Conflicts & Intake in the cloud?

Yes. iManage Conflicts & Intake is available as a cloud service and integrates seamlessly with iManage Work 10 in the cloud.

Can my organization purchase Conflicts & Intake for conflict searches only?

Yes. The Conflicts & Intake tiered model allows organizations to start with the Conflicts Checks module and scale up to Conflicts Clearance and New Business Intake at a later stage.

Is Conflicts & Intake a tool for IT?

No. iManage Conflicts & Intake is mainly used by professionals responsible for new client onboarding that involves conflict of interest searches, clearances, and business intake.

Is Conflicts & Intake suitable for small organizations?

Yes. As an out-of-the-box solution, iManage Conflicts & Intake reduces the complexity typically associated with conflicts and business intake implementations.