Business Intake Manager

Simplify and accelerate a compliant client intake process with powerful and flexible business intake software. 

Intelligent, informed business acceptanceanywhere​

iManage Business Intake Manager is a powerful workflow solution which embeds industry best practices into your process requirements. Incept new business efficiently while maintaining regulatory and internal policy compliance. Manage changes effectively, mitigating risk across the client intake process and the matter lifecycle. ​

Onboard quickly and easily

Streamline client and matter acceptance, surface key information, and minimize manual processing on any device.

Deliver process flexibility with appropriate enforcement

Achieve auditable compliance with organizational internal policy and external regulatory requirements throughout the onboarding process.

Enable timely decision-making

Surfaces critical data to key intake user roles via intuitive interfaces, supporting multiple client intake sub-processes and tasks.

Manage data quality, structure, and repository

Ensure right-time data capture from optimal sources. Govern data flowing to and from seamlessly integrated systems.

Strategic scaling for broader business processes

Increase your ROI by leveraging modular approaches. Enable delivery of processes beyond client/matter management.

Rely on embedded experience and product integration 

Get the benefit of our extensive industry and process experience, plus feature-rich integrations with other iManage products.

Intake Manager Key Features

  • Deep integration with iManage Conflicts Manager and iManage Work products for seamless processing.

  • Cradle-to-grave coverage of the client/matter or project lifecycle, from business intake to closure.

  • Built-in business intelligence delivered via a range of configurable management information reports.

  • Continuous product evolution driven by our direct experience and feedback from our many long-standing customer relationships.

  • A discrete Corporate Intelligence interface that supports ongoing, proactive management of valuable company ownership data.

  • Subject matter expert-led implementations based on sector experience, using a proven, consultative approach and methodology.

Safeguarding your sensitive information

A comprehensive, layered approach to security keeps sensitive documents and emails safe from external threat actors and internal misuse. Discover the many ways that iManage protects what matters to your business.

Solution Success

We understand just how far the client intake process extends across professional services organizations. Here’s what it takes to implement a solution that meets your needs.

Success factors

In our extensive experience, we’ve identified several key success factors that drive our delivery methodology and product roadmap for the client intake process:


  • A solution for new business intake with sophisticated processes and the anticipation of future complexity.

  • An extensible set of features, built around a modular, extendable platform.

  • A highly consultative approach that ensures client success.

Our focus

Built from the ground up for effective risk management, Business Intake Manager evolves as your business needs change. Here’s why we’re the right partner to help you thrive:

  • A team with the longest-tenured experience in the Business intake and Conflicts markets dating back to 2006.

  • We serve 70% of clients in the AmLaw 100 with a global rollout.

  • We maintain consistently high customer satisfaction rates.

Transform your workflow, reduce costs, and increase profitability

Agility is key in building great client relationships, but old-fashioned business intake processes are its enemy. Optimize your operations to get agile with a software refresh and serve your clients with confidence.

Read our tips to discover 6 benefits of modern business intake

More iManage Solutions for Law Firms and other Professional Services Firms

Conflicts Manager

iManage Conflicts Manager gives firms a 360-degree view of all types of conflicts to help them reduce risk with less administrative work.

Security Policy Manager

Secure critical content across multiple repositories with need-to-know security access, without affecting productivity or performance.

iManage Work

For organizations that run on knowledge, iManage Work is a catalyst that activates expertise to create value securely.

Interested? Let's chat!

Let us show you how iManage can unlock value from your business content and communications, integrate to your standard desktop tools, enable remote work, and protect your business throughout the client intake process.