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iManage Conflicts & Intake
Chicago, Illinois, United States
What it is
iManage Conflicts & Intake is a paid web product for client onboarding, conflicts checks, clearance, and business intake. It connects siloed information to reveal organizational relationships and possible conflicts, including compliance or sanctions-list matches. An interactive clearance module distributes, clears, and audits resolutions. Customizable drag-and-drop forms collect information for business acceptance, lateral hires, and risk assessment. Predefined workflows and a workflow designer support information barriers, business acceptance, conflicts checks, and sanctions monitoring. Connections to Dun & Bradstreet, World-Check One, and Bureau van Dijk provide corporate-affiliation and third-party-risk information. Onboarding documents are stored in an iManage workspace, while Ask iManage can extract risk and compliance details for searches and intake requests. Organizations can begin with Conflicts Checks, then add Conflicts Clearance and New Business Intake. The cloud service integrates with iManage Work 10 in the cloud.
For and against
For
- Connects data for relationship and conflict discovery
- Provides clearance distribution and audit functions
- Offers customizable intake forms
- Supports sanctions and information-barrier workflows
- Allows modular expansion
Against
- Pricing is available on request
- No free plan or free trial
- Access is through the web platform
- Cloud support priority coverage is specified for Priority 1
The verdict
iManage Conflicts & Intake combines conflict discovery, clearance, intake forms, workflow controls, and document handling. Its modular structure lets organizations add capabilities as onboarding requirements grow.
Who it suits
It is mainly for professionals managing new-client onboarding, conflict searches, clearances, and business intake. Small organizations may value its out-of-the-box approach and modular purchasing.
Plans and prices
Conflicts & Intake
Tiered modules: Conflicts Checks, Conflicts Clearance, and New Business Intake
Read 8 Oct 2026 · imanage.com
On the record
- AI
- An Ask iManage integration can extract information from documents to surface risk and compliance data in conflict search results and intake requests.imanage.com · read 8 Oct 2026
- Clearance
- Its interactive conflicts clearance module supports distributing, clearing and auditing resolutions.imanage.com · read 8 Oct 2026
- Cloud
- iManage says Conflicts & Intake is available as a cloud service and integrates with iManage Work 10 in the cloud.imanage.com · read 8 Oct 2026
- Company
- iManage is headquartered in Chicago and its 2024 ESG report says it was founded in 1995.imanage.com · read 8 Oct 2026
- Conflicts checking
- It connects siloed data to identify organizational relationships and potential conflicts, including those involving compliance or sanctions lists.imanage.com · read 8 Oct 2026
- Conflicts checks
- The product connects siloed data to surface organizational relationships and potential conflicts, including compliance or sanctions list matches.imanage.com · read 8 Oct 2026
- iManage integration
- Onboarding documents are automatically stored in an iManage workspace, where they are available for business analysis.imanage.com · read 8 Oct 2026
- Intake forms
- Customizable drag-and-drop forms collect information for business intake and risk assessment, including business acceptance or lateral hires.imanage.com · read 8 Oct 2026
- Integrations
- The product connects to Dun & Bradstreet, World-Check One and Bureau van Dijk for corporate affiliations and third-party risk information.imanage.com · read 8 Oct 2026
- Intended users
- The product is mainly used by professionals responsible for new-client onboarding involving conflicts searches, clearances and business intake.imanage.com · read 8 Oct 2026
- Modular purchase
- Organizations can start with Conflicts Checks and later scale up to Conflicts Clearance and New Business Intake.imanage.com · read 8 Oct 2026
- Modular purchasing
- Organizations can start with Conflicts Checks and later scale to Conflicts Clearance and New Business Intake.imanage.com · read 8 Oct 2026
- Purpose
- Conflicts & Intake streamlines client onboarding through conflicts checks, clearance and business intake.imanage.com · read 8 Oct 2026
- Search
- Synonym creation and application are described as helping return relevant results in one query.imanage.com · read 8 Oct 2026
- Security
- The product page says organizations can control access to sensitive client content during intake and onboarding and set security policies for onboarding documents.imanage.com · read 8 Oct 2026
- Small organizations
- iManage describes the product as an out-of-the-box solution intended to reduce implementation complexity for small organizations.imanage.com · read 8 Oct 2026
- Support
- iManage provides a Help Center with support, community forums, announcements and product downloads; Cloud Support is available 24x7 for Priority 1 requests.imanage.com · read 8 Oct 2026
- Who it serves
- It is mainly used by professionals responsible for new client onboarding, including conflict searches, clearances, and business intake.imanage.com · read 8 Oct 2026
