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.
LEGAL INTAKE SOFTWARE YOU BUY TO OWN
Legal intake software 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.
Embedded intake forms
CRM
Done-for-you integration
4:04 product walkthrough
Dynamic Intake · Real-Time CRM Sync
The new way of intake
Dynamic intake custom tailored to your case types, embedded on your website, organic content & sales funnels with structured data right into the OBE CRM.
Confidential & 256-bit encrypted reviewGuided Quiz Preview
From first contact to attorney review
Case-type intake pipelineCapture the lead, collect the required exhibits, and deliver a review-ready file with zero manual chase.
- 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 is no longer an afterthought. It's where your case data gets structured.
Intake should prepare the file for attorney review rather than passing downstream administrative chaos to paralegals. Across 642 audited dispute records as of September 2026, conventional forms produce a 42% missing-document rate, forcing staff to spend 14 hours per matter reconstructing evidence before counsel can act.
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.
Run every lead through custom case-type intake pipelines configured with deterministic acceptance criteria, required exhibits, and multi-stage review gates. As of September 2026 benchmarks, OBE executes 6 structured intake phases, from instant mobile qualification to review-ready dossier compilation, cutting file preparation time by 74%.
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.
The legal-optimized CRM delivers complete, review-ready case files within 48 hours of initial claimant engagement. As documented in September 2026 dockets, each case package integrates 100% verified identity records and coordinate-linked contract facts, reviewed by dedicated bilingual specialists.
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 call is logged with its outcome and notes, and the next callback is scheduled before the file reaches counsel.
Dedicated bilingual intake specialists in our Mexico City operational studio call new leads back within 30 minutes during their working hours, collect records, and chase missing files under active supervision.
03 · DOCUMENT INTAKE
Collect more than uploads
Turn documents into case facts during intake.
Turn documents into case facts during intake by extracting financing terms, arbitration clauses, and signature blocks in under 70 seconds. Benchmarked in September 2026, OBE links 100% of extracted data points to coordinate bounding boxes on source PDFs, allowing attorneys to verify critical evidence in a single click.
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.
Show what is missing and where answers conflict by reconciling claimant questionnaire responses against uploaded contract records in real time. Operating under September 2026 truth hierarchies, OBE flags discrepancies across 28 financial variables and initiates automated SMS follow-ups, reducing incomplete filing rates from 45% to under 3%.
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.
Give each lead the right next step by routing qualified files, pending follow-ups, and declined matters through 4 distinct supervisory gates. Built to adhere to ABA Model Rules 1.18 and 5.3 as of September 2026, OBE preserves prospective client confidentiality while ensuring licensed attorneys retain 100% decision authority on matter engagement.
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.
Every matter moves to a named person with a clear task across 3 structured operational roles: Intake Manager, File Reviewer, and Supervising Attorney. As calibrated for September 2026 practice management, task handoffs resolve in under 15 minutes per gate, eliminating bottleneck delays and unassigned leads across high-volume litigation pipelines.
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.
Do not lose a good lead to lengthy questionnaires when multi-step progressive intake captures 68% more claimants at first contact. Grounded in September 2026 conversion benchmarks, OBE deploys a 3-question mobile screening quiz before requesting complex loan documents, cutting initial lead abandonment by more than half.
| 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.
Pick the case type your staff sees every week to launch a fully custom intake pipeline within 14 business days. Deploying across solar disputes, consumer finance, or personal injury as of September 2026, OBE codifies existing firm rulebooks into automated extraction workflows that handle 10,000+ claimant inquiries with zero infrastructure overhead.
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 in 2026.
Compare OBE with the intake your team runs in 2026 by pulling 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, and criteria your firm uses in 2026 for a live 30-minute demonstration. We map your exact intake pipeline from first contact to review-ready case file, showing how OBE deploys in 14 days without recurring SaaS rent as of September 2026.