Conflicts & Intake

iManage Conflicts & Intake is a risk and compliance product that supports new business onboarding, covering conflict of interest checks, clearance workflows, and business intake for law firms and other professional services organizations.

Key features and functions:

Conflicts Checking
Connects organizational data to support conflict of interest searches. The module surfaces corporate affiliations and compliance or sanctions list membership to improve visibility into potential conflicts during the client acceptance process.

Conflicts Clearance
Provides an interactive clearance module for distributing, clearing, and auditing the resolution of identified conflicts. Stakeholders receive details of any ethical or compliance issues following the clearance process.

Business Intake
Includes a configurable, drag-and-drop form designer, an organized data framework, and no-code/low-code workflow capability to route information to the appropriate user during the intake process.

Advanced Search
Supports synonym creation and application to simplify conflict analysis queries, returning relevant results without requiring complex search strings.

Corporate Intelligence Integrations
Connects to Dun & Bradstreet, World-Check One, and Bureau van Dijk to surface corporate affiliations and third-party risks within the conflicts checking process.

Platform Integration
Onboarding documents are automatically stored in the iManage workspace. Security policies and information barriers identified during intake can be applied directly within the platform.

AI-Enabled Functionality
Integrates with Ask iManage, iManage's AI natural language assistant, to extract risk and compliance data from documents and surface it within conflict search results and intake requests.

Modular Architecture
Available as a tiered solution, allowing organizations to begin with the conflicts checking module and add clearance and business intake capabilities as needs evolve.