Business Intake Manager

Sophisticated, evolved, and flexible intake software to simplify and accelerate compliant business acceptance

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 and matter lifecycle. ​

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Fast, comprehensive, intuitive onboarding

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

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Deliver process flexibility with appropriate enforcement

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

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Enable timely decision-making

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

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Manage data quality, structure, and repository

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

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Strategic scaling for broader business processes

Realize long-term value by leveraging modular approaches to enable delivery of processes beyond client/matter management.

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Embedded experience and product integration 

Take advantage of our extensive industry and process experience, plus feature-rich integrations with other iManage products.

Key Features

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

  • Developed to provide 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.

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

  • Discrete Corporate Intelligence interface 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.

Request a demo

Let us show you how iManage can help you advance work for a more responsive and coordinated delivery.

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

Solution Success

We understand just how far business intake processes extend across professional services organizations, alongside the scale any solution implementations may take.

Success factors

Our extensive experience has crystallized several key success factors that drive our delivery methodology and our product roadmap:

  • 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, our product evolves as your business needs change to meet the escalating market demands. At a glance, we offer:

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

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

  • Consistently high customer satisfaction rates.

Interested? We can show you more...

Let us show you how iManage helps create value from your business content and communications with the power of context. 

Related Content

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How modern business intake technology transforms workflow, reduces costs, and enhances profitability

From the very beginning of a client relationship, law firms want to deliver high-value services. Refreshing your onboarding process with modern business intake software can deliver rapid benefits.

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26 December 2018
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Modern business intake technology accelerates cash flow

With modern technology, your law firm can accelerate cash flow and increase profitability through the use of automated systems that improve workflows.

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15 January 2019
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