iManage Conflicts & Intake
imanage.com
What it is
iManage Conflicts & Intake is web software for client onboarding involving conflicts searches, clearance and business intake. It connects siloed data to reveal organizational relationships and possible conflicts, including compliance or sanctions-list matches. An interactive clearance module distributes, clears and audits resolutions. Custom drag-and-drop forms gather information for business acceptance, risk assessment and lateral hires. Predefined workflows and a workflow designer cover information barriers, business acceptance, conflicts checks and sanctions monitoring. Connections to Dun & Bradstreet, World-Check One and Bureau van Dijk add corporate-affiliation and third-party-risk information. Onboarding documents are stored automatically in an iManage workspace. Ask iManage can extract risk and compliance details from documents for searches and intake requests. Organizations can begin with Conflicts Checks, then add Conflicts Clearance and New Business Intake. It is a paid hybrid deployment with web access; pricing is on request, with no free plan or trial.
Spec sheet
- Purpose
- Conflicts & Intake streamlines client onboarding through conflicts checks, clearance and business intake.Read 8 Oct 2026 · imanage.com
- Intended users
- The product is mainly used by professionals responsible for new-client onboarding involving conflicts searches, clearances and business intake.Read 8 Oct 2026 · imanage.com
- Integrations
- The product connects to Dun & Bradstreet, World-Check One and Bureau van Dijk for corporate affiliations and third-party risk information.Read 8 Oct 2026 · imanage.com
- Security
- The product page says organizations can control access to sensitive client content during intake and onboarding and set security policies for onboarding documents.Read 8 Oct 2026 · imanage.com
- Support
- iManage provides a Help Center with support, community forums, announcements and product downloads; Cloud Support is available 24x7 for Priority 1 requests.Read 8 Oct 2026 · imanage.com
- Headquarters
- Chicago, Illinois, United StatesRead 28 Sep 2026 · imanage.com
- Founded
- 1995Read 28 Sep 2026 · imanage.com
- Company
- iManage is headquartered in Chicago and its 2024 ESG report says it was founded in 1995.Read 8 Oct 2026 · imanage.com
- AI
- An Ask iManage integration can extract information from documents to surface risk and compliance data in conflict search results and intake requests.Read 8 Oct 2026 · imanage.com
- Clearance
- Its interactive conflicts clearance module supports distributing, clearing and auditing resolutions.Read 8 Oct 2026 · imanage.com
- Cloud
- iManage says Conflicts & Intake is available as a cloud service and integrates with iManage Work 10 in the cloud.Read 8 Oct 2026 · imanage.com
- Conflicts checking
- It connects siloed data to identify organizational relationships and potential conflicts, including those involving compliance or sanctions lists.Read 8 Oct 2026 · imanage.com
- Conflicts checks
- The product connects siloed data to surface organizational relationships and potential conflicts, including compliance or sanctions list matches.Read 8 Oct 2026 · imanage.com
- iManage integration
- Onboarding documents are automatically stored in an iManage workspace, where they are available for business analysis.Read 8 Oct 2026 · imanage.com
- Intake forms
- Customizable drag-and-drop forms collect information for business intake and risk assessment, including business acceptance or lateral hires.Read 8 Oct 2026 · imanage.com
- Modular purchase
- Organizations can start with Conflicts Checks and later scale up to Conflicts Clearance and New Business Intake.Read 8 Oct 2026 · imanage.com
- Modular purchasing
- Organizations can start with Conflicts Checks and later scale to Conflicts Clearance and New Business Intake.Read 8 Oct 2026 · imanage.com
- Search
- Synonym creation and application are described as helping return relevant results in one query.Read 8 Oct 2026 · imanage.com
- Small organizations
- iManage describes the product as an out-of-the-box solution intended to reduce implementation complexity for small organizations.Read 8 Oct 2026 · imanage.com
- Who it serves
- It is mainly used by professionals responsible for new client onboarding, including conflict searches, clearances, and business intake.Read 8 Oct 2026 · imanage.com
- Workflows
- Predefined workflows and a workflow designer support information barriers, business acceptance, conflicts checks and sanctions monitoring.Read 8 Oct 2026 · imanage.com
Plans and prices
Strong points and limits
Strong points
- Relationship mapping surfaces organizational connections
- Interactive clearance supports resolution auditing
- Custom forms support intake and risk assessment
- Workflow designer covers sanctions monitoring
- Modular purchasing allows staged expansion
Limits
- Pricing is available only on request
- No free plan or free trial
- Web access is the listed platform
Who it suits
It suits professionals handling new-client onboarding, conflicts searches, clearances and business intake. iManage describes it as an out-of-the-box option for small organizations seeking less implementation complexity.
Verdict
iManage Conflicts & Intake brings conflicts checking, clearance and intake into connected workflows. Its integrations, document extraction and modular purchasing are relevant to organizations managing onboarding risk.
Where Specifiction places it
- Conflict Checking Software#5 of 87.3
- Legal Conflict Checking Software#19 of 287.4