Your firm receives dedicated logins to OBE's legal-optimized CRM. View real-time lead pipelines, claimant statuses, task queues, and team activity with zero third-party platform lock-in.
CASE PIPELINE ENGINE
Legal intake that turns new leads into review-ready case files.
OBE captures and qualifies leads, collects the right answers and documents, structures the case facts, and routes the work to the right person at every stage.
642+Intakes structured
100%Source-cited facts
0Manual data re-entry
2:51 product walkthrough
From first contact to attorney review
Case-type intake pipelineStart with a short lead form. Continue with the questions, documents, and review steps this case type requires.
- 01 · AcquireMeta Ads / Sales funnelCampaign entry point
- 02 · QualifyLead QuizInitial screening
- 03 · StructureIntake WorkflowDocument upload
OBE follows up with the claimant, processes each upload, and organizes the facts, source locations, conflicts, and missing information before the file reaches a reviewer.
Your team starts with structured case data and a review-ready legal issue map.
01 · WHERE INTAKE BREAKS
A form is not a finished intake
Intake should prepare the file, not pass the mess downstream.
Most systems stop after collecting answers and uploads. Staff still chase missing documents, identify every file, pull out the material facts, resolve conflicting answers, and work out who needs to act next. More leads simply create more unfinished work.
Bennett Legal's annual comparison was $44,000 for Filevine, $21,000 for Moxo, and $22,000 for data extraction pipelines, totaling $87,000. Staff and lawyer time were separate, and the firm still had to reconstruct accepted files. Read the Bennett Legal case study.
ChaseCancellation disclosureStill missing
IdentifySeven claimant uploadsSorting
ExtractPrice, payment, clause, signaturesManual
ReconcileClaimant answer differs from contractReview
OutputReview-ready case fileWaiting
Illustrative document review18 proposed facts · 5 fields
PartyAcme Solar LLC
Date2024-03-18 · signing
Amount$48,500.00
Clause§9.2 Arbitration
Signaturep.6 · source linked
Workflow check
One matter typeMeasure the path to lawyer review
- Current intakeAnswers, files, and calls
- Record preparationSources, gaps, and follow-up
- Lawyer reviewAnswers, sources, and open items
- Elapsed time
- Intake → review
- Staff work
- Touches per matter
- Open items
- Gaps at review
02 · CASE-TYPE INTAKE PIPELINE
Build the intake once
Run every lead through the right questions, documents, and decisions.
Your team sets the acceptance criteria, required documents, follow-up questions, and review gates for each case type. OBE turns that working knowledge into a repeatable intake pipeline.
01
Capture the lead first
Use a short form with contact details and the three to five questions that matter most.
02
Send the full intake
Deliver the detailed workflow and reminders through the communication channel the lead chose.
03
Collect the required documents
Request the records this case type needs and show the claimant what is still outstanding.
04
Structure the case facts
Pull the parties, dates, amounts, clauses, and signatures from each upload with links to the source.
05
Route the right next step
Prioritize qualified matters, continue borderline intakes, and decline or refer matters outside the criteria.
06
Hand off a review-ready file
Give the assigned reviewer the facts, documents, conflicts, and gaps in one place.
CASE PIPELINE ENGINE
Source Extraction
001Reducto dual-confidence extraction, bounding boxes, geometry
Theory Detection
002Deterministic statutory catalog, TILA violations, carveouts
Package Delivery
003Litigation-ready claim ZIPs, citation audits, attorney gates
Accepted-lead handoff
Firm controlledCarry the intake record into lawyer review
- 01Accepted leadAnswers and files
- 02Source reviewFacts linked
- 03Firm follow-upGaps routed
- 04Lawyer reviewDecision stays with firm
LEGAL CRM · CASE PACKAGES · INTAKE WORKERS
Software, Packages, and Staff
The legal-optimized CRM that delivers complete, review-ready case files.
Your firm receives direct access to OBE's legal-optimized CRM. Every claimant file arrives as a complete case package: verified identification, source-linked contract facts, full audio recordings, searchable speaker-aware Markdown transcripts, and trained bilingual intake specialists who manage the front door.
Legal-Optimized CRM & Intake Studio
Live Case PackageEverything in One Review-Ready Case Package
One unified dossier per claimant: verified identification, financing agreements, extracted contract clauses, damage figures, and discrepancy audits ready for immediate attorney acceptance.
Every claimant phone interaction is recorded, transcribed into searchable speaker-aware Markdown, and analyzed for key dates, emotional tone, and factual claims before reaching counsel.
Dedicated bilingual intake specialists in our Mexico City operational studio handle outbound speed-to-lead calls within 30 minutes, collect records, and chase missing files under active supervision.
03 · DOCUMENT INTAKE
Collect more than uploads
Turn documents into case facts during intake.
We configure processing rules for the recurring documents in each case type. OBE extracts the facts your team needs and links every proposed value to the exact place it came from, so reviewers can check the work without rereading the file from scratch.
Illustrative record · Finance agreement · p.6
Dealer payment: $8,750.00
The proposed amount links to page 6.
Proposed fact · E-014
Dealer payment proposed as $8,750.
Source: Finance agreement, page 6 · Review: Attorney pending.
Source review
Source linkedOpen the page behind the proposed fact
Dealer payment: $8,750.00
Source region 6.4$8,750.00
04 · INTAKE QUALITY CONTROL
Resolve gaps before handoff
Show what is missing and where answers conflict.
OBE compares intake answers with the uploaded records and applies the source rules your team approved. Missing information becomes a follow-up task. Conflicting values stay visible for review.
Illustrative value 01 · Intake answer
$43,000
The claimant's original answer stays in intake history.
Illustrative value 02 · Sales agreement
$48,500
The signed record remains available for comparison.
Illustrative value 03 · Approved value
$52,430
Firm policy uses the finance agreement's final financed amount.
Conflicting values
History preservedShow the reviewer why they differ
Use the final financed amount
05 · QUALIFICATION AND REVIEW
Route the matter
Give each lead the right next step.
OBE organizes the intake around the acceptance criteria your firm set for the case type. Matters that meet those criteria move to review, incomplete matters continue through follow-up, and matters outside the criteria can be declined or referred. Lawyers make the final call.
01Ready for firm review
02Needs more information
03Requires lawyer judgment
04Outside the firm's criteria
09:41:08Processed finance agreement, pages 1–18Complete
09:41:12Linked financed amount to source pageReady
09:41:18Requested missing cancellation disclosureFollow up
09:41:21Assigned matter for attorney reviewPending
Work inbox
AssignedShow each person what to do next
Illustrative matter 0241Intake record and assigned tasks
- Intake managerFollow up
- Intake reviewerCheck file
- AttorneyDecide
Attorney decisionAccept, decline, or send back
06 · CLEAR INTAKE OWNERSHIP
Know who owns the next step
Every matter moves to a named person with a clear task.
Each intake phase has an assignee, required actions, and a review gate. New work arrives in that person's inbox with the case file and the exact task needed to move the matter forward.
01 · Intake manager
Complete the intake.
Follow up on missing answers, pages, and documents with the claimant.
02 · Intake reviewer
Check the file.
Review the structured facts, source documents, conflicts, and open questions.
03 · Attorney
Make the decision.
Accept, decline, or send the matter back with a specific request.
Responsibility stays visible from first contact through engagement, so a lead does not stall between people or systems.
07 · PROGRESSIVE INTAKE
Capture first. Deepen second.
Do not lose a good lead to a form that asks too much, too soon.
Start with contact details and a few threshold questions. Once the lead is captured, OBE sends the detailed intake, requests the right documents, and keeps the follow-up moving without forcing every person through a long form at first contact.
| Stage | Claimant experience | Firm result |
|---|---|---|
| Lead form | Share contact details and answer three to five threshold questions. | The lead is captured early |
| Full intake | Open the detailed workflow from the preferred communication channel. | Questions and reminders continue automatically |
| Document intake | Upload the records requested for this case type. | Facts, sources, conflicts, and gaps are organized |
| Firm review | Answer follow-up questions when the reviewer needs more information. | The right role receives the next task |
| Decision | Sign the engagement agreement electronically if the firm accepts the matter. | The intake record carries into the case |
Your firm sets the acceptance criteria and makes every legal decision. OBE runs the intake and handoffs around those rules.
08 · START WITH ONE CASE TYPE
Choose a starting point
Pick the case type your staff sees every week.
Your staff already knows the usual documents, material facts, common conflicts, missing evidence, screening rules, and review gates for a familiar case type. OBE turns that working knowledge into the intake pipeline.
001
Solar disputes
Agreements, finance terms, disclosures, production records, representations, signature context.
002
Home improvement
Scope changes, contractor records, financing, inspections, communications.
003
Consumer finance
Loan terms, fees, notices, payment history, and arbitration provisions.
09 · TEST IT ON PAST MATTERS
Benchmark one intake workflow
Compare OBE with the intake your team runs today.
Pull 25 to 50 representative historical matters. Record how those files moved from intake to attorney review, set up the same case type in OBE, and compare the work using measures your firm can inspect. The result depends on the documents, workflow, integrations, rules, and staff involved.
01 · Cycle time
How long the file took to reach a lawyer
Measure the time from first contact to review.
02 · Labor
How many times staff handled it
Count re-entry, searches, follow-up, and corrections before lawyer review.
03 · Completeness
What the lawyer still needed
List each gap still open at review.
04 · Corrections
What the lawyer corrected
Record every fact or source page the lawyer corrects.
Begin with one familiar intake workflow
See how OBE would run intake for one of your case types.
Bring the questions, documents, acceptance criteria, and handoffs your team uses now. We'll map the intake from first contact to the file your lawyer reviews.