iManage Business Intake Manager - PwC's Marketplace

iManage Business Intake Manager

iManage Business Intake Manager

iManage Business Intake Manager

iManage Business Intake Manager


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


  • 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



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