Simplify and accelerate a compliant client intake process with powerful and flexible business intake software.
The only regret I have is not implementing an automated business intake system sooner.
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
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.
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.
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.
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.
iManage Conflicts Manager gives firms a 360-degree view of all types of conflicts to help them reduce risk with less administrative work.
Secure critical content across multiple repositories with need-to-know security access, without affecting productivity or performance.
For organizations that run on knowledge, iManage Work is a catalyst that activates expertise to create value securely.