Business Intake Manager
Sophisticated, evolved, and flexible intake software to simplify and accelerate compliant business acceptance
Intelligent, informed business acceptance—anywhere
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.
The only regret I have is not implementing an automated business intake system sooner.
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
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.
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.
Panelists discuss conflicts of interest technology as a gateway to opportunity
Industry experts are talking about why law firms’ CFOs, COOs and CIOs are at a point where they need to pull conflicts of interest into their business strategy.