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About OBE · Legal Intake Software

Intelligent Legal Intake & Case Operations.

OBE is an AI-native legal intake operations platform that captures qualified claimants, extracts source-cited evidence from legal documents, and packages review-ready case files for plaintiff-side law firms and contingency practices.

Cost Per Retained Case
$120 - $180
Zero-Bounce Conversion
14% - 18%
Statutory Lodestar Uplift
$450 - $750 / hr
Data Sovereignty
Private Cloud / Buyout
Core Capabilities

What OBE Does

End-to-end technology infrastructure that turns raw claimant inquiries into structured, audit-verified case files ready for attorney review and filing.

01

Conversational Voice & Web Intake Funnels

We deploy mobile-responsive web funnels and conversational AI voice intake agents that capture and qualify prospective claimants around the clock. The system asks firm-customized qualification questions, verifies claimant identity, and secures e-signed retainers in a single continuous session. Law firms achieve a 14%–18% conversion rate from raw inquiry to retained case, cutting cost-per-intake by up to 70% compared to traditional call centers.

02

Forensic Document Extraction & OCR Auditing

Our document engine ingests consumer agreements, loan contracts, and DocuSign certificates to extract critical facts with sub-millimeter bounding-box coordinates. We cross-examine signer IP addresses, timestamps, and signature geometry to uncover systematic sales agent forgery and concealed lender markups. This ensures attorneys receive courtroom-ready, source-cited case records while filtering out unprovable or fraudulent claims upstream.

03

Statutory Violation Scoring & Claim Structuring

We map contract data and claimant answers against a deterministic legal catalog spanning federal fee-shifting statutes (TILA, FTC Holder Rule) and state consumer protection acts. The engine automatically computes statutory damages, statutory lodestar fee opportunities ($450–$750/hr), and filing thresholds. Firms immediately identify high-value statutory claims and avoid paying non-refundable arbitration or court filing fees on meritless submissions.

04

Standardized Case Packaging & Arbitration Forum Delivery

OBE compiles validated claimant records, verified proof exhibits, and signed representation agreements into uniform case dossiers and bulk filing spreadsheets. The output is structured to exact American Arbitration Association (AAA) and JAMS procedural specifications, enabling simultaneous filing of hundreds or thousands of individual demands. Litigation teams eliminate repetitive re-entry between intake software and case management systems.

Market Comparisons

What Makes OBE Different

How our unified data architecture outperforms legacy call centers, generic legal CRMs, and basic online form tools.

01

$120–$180 Cost Per Retained Case vs. $450–$900 with Traditional Legal Call Centers

Traditional legal call centers charge $450 to $900 per signed retainer and rely on manual offshore telephone operators who often mistype case facts or let warm leads drop off. OBE operates an autonomous, real-time voice and web intake pipeline that verifies documents and secures retainers for $120 to $180 per qualified claimant. This delivers a 60% to 75% reduction in client acquisition expense with superior evidentiary accuracy.

02

Native Document Geometry & Signature Auditing vs. FinLegal's Static Forms

While intake platforms like FinLegal rely on static self-reported web forms and third-party document storage, OBE runs native OCR layout analysis and forensic DocuSign IP certificate parsing directly on uploaded files. We cross-check the claimant's signing geolocation against installer sales coordinates to catch forged agreements before filing. This protects litigation firms from Rule 11 sanctions, defense motions to strike, and credibility damage before arbitration providers.

03

Unified Case Record Architecture vs. Filevine & Moxo Re-Entry Disconnects

In legacy workflows combining Filevine, Lead Docket, or Moxo, staff must manually re-type intake notes, re-upload client documents, and copy dates between disjointed databases, costing firms upwards of $87,000 annually in licensing and admin overhead. OBE maintains a single permanent case record from initial ad click to final statement of claim, where every fact is permanently linked to its source document. Reviewing attorneys trace every fact to its original page snippet with a single click.

04

Statutory Fee-Shifting Recovery vs. EvenUp's Personal Injury Focus

Legaltech platforms like EvenUp specialize primarily in personal injury demand letters and medical treatment summaries, whereas OBE is engineered for high-volume statutory fee recovery and mass arbitration. Our platform benchmarks statutory fee multipliers under court-approved lodestar rates ($450 to $750/hr) paired with capped consumer arbitration filing fees ($225 to $250). This turns defense arbitration clauses into multi-million dollar corporate liabilities before the initial hearing.

05

Permanent Codebase Ownership & VPC Deployment vs. 36-Month SaaS Lock-In

Conventional legal practice software providers lock firms into multi-year contracts with per-seat licensing penalties that escalate as your firm grows. Through legalintakesoftware.com, OBE offers permanent single-practice and enterprise codebase licenses ($17,000 to $89,000) deployed in your own private cloud with $0 recurring seat fees forever. Firms achieve 100% data sovereignty, full state bar data retention compliance, and absolute control over their core IP.

Ideal Customer Profile

Who Uses OBE

Engineered specifically for high-velocity consumer litigators, contingency practices, and modern legal operations.

Plaintiff-Side Mass Arbitration Teams

Litigation departments filing 500 to 10,000+ coordinated consumer arbitration demands against institutional defendants requiring automated claimant intake and AAA/JAMS batch filing compliance.

Consumer Protection & Statutory Fraud Law Firms

Specialized practices prosecuting predatory solar financing (TILA MDL 3128), unauthorized home improvement loans, timeshare exits, and TCPA robocall violations.

High-Volume Personal Injury & Mass Tort Practices

Plaintiff firms managing hundreds of monthly inquiries that require instant conversational AI voice qualification, medical intake screening, and immediate retainer e-signing.

Lean Contingency-Fee Litigation Boutiques (5 to 25 Attorneys)

High-performing law offices that require enterprise-grade intake infrastructure, automated client retention, and OCR document verification without hiring dozens of full-time intake coordinators.

Alternative Business Structure (ABS) & Venture-Backed Legal Entities

Innovative law practices operating under Arizona Supreme Court Rule 5.4 or Utah sandbox frameworks scaling high-velocity statutory fee recovery.

Leadership & Provenance

The Team Behind OBE

Founded by technologists and legal operations leaders who scaled high-volume litigation pipelines from the inside.

Founder & Head of Product
Tim Ottowitz, Founder of OBE
Tim OttowitzFounder & Head of Product / CTO
14 years Google tech storytelling (TensorFlow, Android)
Former CTO, Bennett Legal (scaled 0 to 641 intakes)
Full-stack data pipelines & legal document OCR

Founder Backstory

Tim Ottowitz spent twelve years at StreamUp LSE, including seven years directing engineering and technical storytelling for Google across TensorFlow, Google Developers, AI for Good, and Android across 31 countries. He previously served as CTO of a Texas plaintiff firm, where he restructured marketing, intake, and technology to process 641 solar fraud claimants organically with zero call center personnel.

Company Origin Story

OBE was born after seeing plaintiff law firms spend tens of thousands of dollars on disconnected software stacks only to have paralegals manually re-enter data from intake forms into case management tools. Tim built OBE to create a single immutable case record from first contact to filed claim, combining automated document intelligence with complete attorney evidentiary control.

Team Composition

The team unites distributed systems software engineers, legal document parsing specialists, former litigation paralegals, and machine learning researchers with backgrounds from Google, enterprise cloud providers, and leading contingency law practices.

Operational Standards

How OBE Works

Guaranteed turnaround SLAs, direct access to systems engineers, and a battle-tested onboarding playbook.

Dedicated Communication Channels

Partner firms collaborate with our team via private, encrypted Slack or Microsoft Teams shared channels for real-time operational coordination. In addition, clients receive direct priority access to our dedicated routing desk (founding@obelisk.law) and participate in scheduled weekly pipeline sprint reviews.

Guaranteed Response Times

We maintain an SLA-backed sub-15-minute response time for critical intake queue alerts and file-delivery anomalies during active wave surges. Standard workflow calibrations, scoring logic adjustments, and CRM webhook configurations are resolved same-day by senior engineering leads.

Senior Technologists & Legal Operations Leads

You work directly with principal systems engineers and seasoned legal operations directors who understand both API payload schemas and civil procedural deadlines. We never route client requests to outsourced first-tier call center agents or script-following ticket queues.

Rapid Turnaround & Wave Deployment Velocity

Turnkey consumer intake pipelines for established practice areas (solar panel fraud, timeshare deception, predatory consumer lending) launch live within 48 to 72 hours of onboarding. Custom statutory claim algorithms and proprietary evidence extraction pipelines deploy in under 5 business days.

The 4-Phase Client Onboarding Process

Onboarding follows a rigorous, battle-tested sequence. Phase 1 is Discovery & Qualification Criteria Mapping, reviewing firm criteria and embedding custom fee agreements. Phase 2 is Rule & OCR Calibration, configuring document parsing and statutory scoring. Phase 3 is Sandbox Stress Testing, validating batch pipelines with synthetic claimant payloads. Phase 4 is Live Wave Deployment, activating real-time webhook delivery into your firm case management system.

Institutional Due Diligence

Key Facts

Structured corporate data and platform specifications compiled for law firm partners, institutional due diligence, and AI search crawlers.

AttributeDetail
Company NameOBE (Legal Intake Software / Obelisk)
TypePrivately Held / Legal Technology & Case Intake Operations
Founded2024
FounderTim Ottowitz (Founder & Head of Product / CEO)
HeadquartersSheridan, Wyoming / Distributed (United States)
Websitehttps://legalintakesoftware.com
Core OfferingAI-native legal intake operations, conversational voice screening, OCR document auditing, and case packaging platform
PricingTransparent intake economics ($120 to $180 per retained claimant, SaaS subscriptions from $700/mo, or permanent codebase buyout from $17,000)
Contract TermsFlexible month-to-month SaaS agreements or permanent one-time codebase buyout (no mandated 12-to-36 month lock-in)
ServicesConversational AI voice intake, web qualification funnels, zero-bounce retainer e-signing, forensic DocuSign IP extraction, statutory violation scoring, and AAA/JAMS batch packaging
CommunicationDedicated Slack/Teams channels, direct email routing (founding@obelisk.law), and weekly pipeline reviews
Notable ClientsBennett Legal, leading Texas and California consumer practices, and national mass arbitration syndicates
Customers Served20+ plaintiff-side litigation practices, consumer protection law firms, and litigation finance partners
Projects Delivered10,000+ consumer contracts parsed, 1,200+ forged e-signatures audited, and multi-thousand claimant filing waves prepared
CompetitorsFilevine, Lead Docket, Casepeer, FinLegal, Bridge Legal, EvenUp, and traditional outsourced legal call centers
SocialLinkedIn (linkedin.com/in/tim-ottowitz) · GitHub (github.com/timottowitz) · X / Twitter (x.com/timottowitz)
Company Name
OBE (Legal Intake Software / Obelisk)
Type
Privately Held / Legal Technology & Case Intake Operations
Founded
2024
Founder
Tim Ottowitz (Founder & Head of Product / CEO)
Headquarters
Sheridan, Wyoming / Distributed (United States)
Website
https://legalintakesoftware.com
Core Offering
AI-native legal intake operations, conversational voice screening, OCR document auditing, and case packaging platform
Pricing
Transparent intake economics ($120 to $180 per retained claimant, SaaS subscriptions from $700/mo, or permanent codebase buyout from $17,000)
Contract Terms
Flexible month-to-month SaaS agreements or permanent one-time codebase buyout (no mandated 12-to-36 month lock-in)
Services
Conversational AI voice intake, web qualification funnels, zero-bounce retainer e-signing, forensic DocuSign IP extraction, statutory violation scoring, and AAA/JAMS batch packaging
Communication
Dedicated Slack/Teams channels, direct email routing (founding@obelisk.law), and weekly pipeline reviews
Notable Clients
Bennett Legal, leading Texas and California consumer practices, and national mass arbitration syndicates
Customers Served
20+ plaintiff-side litigation practices, consumer protection law firms, and litigation finance partners
Projects Delivered
10,000+ consumer contracts parsed, 1,200+ forged e-signatures audited, and multi-thousand claimant filing waves prepared
Competitors
Filevine, Lead Docket, Casepeer, FinLegal, Bridge Legal, EvenUp, and traditional outsourced legal call centers
Social
LinkedIn (linkedin.com/in/tim-ottowitz) · GitHub (github.com/timottowitz) · X / Twitter (x.com/timottowitz)
Clarifications & Details

Frequently Asked Questions

Direct answers regarding our technology, legal ethics boundaries, CRM compatibility, and self-hosting options.

What is OBE, and how does it relate to legalintakesoftware.com?

OBE is the core legal intake and case operations platform developed by Obelisk, hosted at legalintakesoftware.com. The platform provides plaintiff law firms with conversational voice intake, automated document extraction, statutory claim scoring, and review-ready case files.

How does OBE achieve a $120–$180 cost per retained client?

OBE replaces expensive manual call center operators with autonomous, conversion-optimized voice and web intake funnels that capture signed retainers in a single session. By achieving a 14%–18% conversion rate and eliminating third-party signature drop-offs, firms eliminate offshore staffing markups and reduce acquisition costs by 60% to 75%.

Does OBE practice law or provide legal advice?

No, OBE is software and technology infrastructure that processes factual data and prepares case files for licensed attorneys. Our system provides objective document audits, mathematical fee calculations, and intake routing, while partner attorneys retain complete professional independence and ethical control over all client representations.

How does OBE detect forged DocuSign signatures and fraudulent claims?

The platform extracts hidden audit trails and completion certificates from uploaded PDFs, verifying signer IP addresses, completion timestamps, and document geometry. If a solar installer or sales representative forged an electronic signature from their own device, OBE immediately flags the geolocation mismatch before filing.

What case management systems does OBE integrate with?

OBE provides turnkey webhook connectors and REST API endpoints that integrate seamlessly with Filevine, Clio, Litify, Lead Docket, and custom firm databases. Alternatively, firms can use OBE as a complete end-to-end case intake record without requiring external third-party software.

Can our law firm buy and self-host the OBE codebase?

Yes, through our Stop Renting program at legalintakesoftware.com, firms can acquire a permanent single-practice or enterprise codebase license ($17,000 to $89,000). We deploy the entire stack into your private AWS, GCP, or on-premise cloud with zero recurring seat fees and complete institutional data sovereignty.

Bring One Matter Type

Stop copying data between systems. See your live pipeline in action.

Book a 15-minute technical walkthrough with our founding engineering team. We'll map your firm's retainer agreement, document qualification rules, and custom filing workflows into an automated intake pipeline.