Business Intake Manager automates the client-intake process and ensures that client information is complete, consistent, and accurate. A powerful workflow application that streamlines new business acceptance while maintaining regulatory and internal policy compliance.

Issues it solves

• Increased workload to onboard new clients
• Maintain regulatory compliance
• Change management

Benefits

• Streamline client and matter acceptance, surface key information, and minimise manual processing on any device
• Achieve auditable compliance with organisational internal policies and external regulatory requirements throughout the onboarding process
• Manage data quality, structure, and repository
• Surfaces critical data to key intake user roles via intuitive interfaces, supporting multiple client intake sub-processes and tasks
• Get the benefit of our extensive industry and process experience, plus feature-rich integrations with other iManage products

Recommended for

• Finance, risk, and compliance teams
• Legal