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iManage Conflicts & Intake

iManage Conflicts & Intake supports client onboarding from conflicts checks through clearance and business intake.

Place
#4 of 8
Score
5.7
iManage Conflicts & Intake's website

What iManage Conflicts & Intake is

iManage Conflicts & Intake supports client onboarding from conflicts checks through clearance and business intake. It connects siloed data to identify organizational relationships and potential conflicts, including matches against compliance or sanctions lists. Its interactive clearance module helps teams distribute, resolve, and audit conflicts decisions. Customizable drag-and-drop forms collect information for risk assessment, business acceptance, and lateral hires, while predefined workflows and a workflow designer support information barriers, conflicts checks, and sanctions monitoring. Integrations with 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; Ask iManage can extract risk and compliance details from documents for searches and intake requests. The product is web-based and available as a cloud service that integrates with iManage Work 10 in the cloud. Organizations can begin with Conflicts Checks and add Clearance and New Business Intake later. It is paid, with pricing on request, and has no free plan or trial.

Good

  • Surfaces organizational relationships and potential conflicts.
  • Clearance module distributes and audits resolutions.
  • Customizable forms support business intake and risk assessment.
  • Can add modules as organizational needs grow.
  • Ask iManage extracts risk and compliance details from documents.

Watch out

  • Paid product with pricing on request.
  • No free plan or free trial.
  • Web platform only.

Who it suits

It suits professionals responsible for new-client onboarding, especially teams handling conflicts searches, clearances, and business intake. iManage also describes it as an out-of-the-box option for small organizations seeking lower implementation complexity.

Verdict

Conflicts & Intake combines conflicts checking, clearance, and intake workflows with document and risk information in an iManage workspace. The modular purchasing path lets organizations start with checks and expand to clearance and intake as needed.

Plans and prices

From iManage Conflicts & Intake's own pricing page, checked 8 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Conflicts & IntakePriced on requestTiered modules: Conflicts Checks, Conflicts Clearance, and New Business Intake

The facts

Each one read from iManage Conflicts & Intake's own pages, with the date it was checked.

What it does

AI
An Ask iManage integration can extract information from documents to surface risk and compliance data in conflict search results and intake requests.checked 8 Oct 2026
Clearance
Its interactive conflicts clearance module supports distributing, clearing and auditing resolutions.checked 8 Oct 2026
Cloud
iManage says Conflicts & Intake is available as a cloud service and integrates with iManage Work 10 in the cloud.checked 8 Oct 2026
Conflicts checking
It connects siloed data to identify organizational relationships and potential conflicts, including those involving compliance or sanctions lists.checked 8 Oct 2026
Conflicts checks
The product connects siloed data to surface organizational relationships and potential conflicts, including compliance or sanctions list matches.checked 8 Oct 2026
iManage integration
Onboarding documents are automatically stored in an iManage workspace, where they are available for business analysis.checked 8 Oct 2026
Intake forms
Customizable drag-and-drop forms collect information for business intake and risk assessment, including business acceptance or lateral hires.checked 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.checked 8 Oct 2026
Intended users
The product is mainly used by professionals responsible for new-client onboarding involving conflicts searches, clearances and business intake.checked 8 Oct 2026
Modular purchase
Organizations can start with Conflicts Checks and later scale up to Conflicts Clearance and New Business Intake.checked 8 Oct 2026
Modular purchasing
Organizations can start with Conflicts Checks and later scale to Conflicts Clearance and New Business Intake.checked 8 Oct 2026
Purpose
Conflicts & Intake streamlines client onboarding through conflicts checks, clearance and business intake.checked 8 Oct 2026
Search
Synonym creation and application are described as helping return relevant results in one query.checked 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.checked 8 Oct 2026
Small organizations
iManage describes the product as an out-of-the-box solution intended to reduce implementation complexity for small organizations.checked 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.checked 8 Oct 2026
Who it serves
It is mainly used by professionals responsible for new client onboarding, including conflict searches, clearances, and business intake.checked 8 Oct 2026
Workflows
Predefined workflows and a workflow designer support information barriers, business acceptance, conflicts checks and sanctions monitoring.checked 8 Oct 2026

The company

Company
iManage is headquartered in Chicago and its 2024 ESG report says it was founded in 1995.checked 8 Oct 2026
Founded
1995checked 28 Sep 2026
Headquarters
Chicago, United Stateschecked 28 Sep 2026

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