Bennett Legal compared $87,000 a year for Filevine, Moxo, and data extraction pipelines.
Intake starts with the Meta AD & Organic content funnel. Runs doc intelligence over your reoccurding documents, extracts case facts, and builds your case before your team gets to work
An accepted lead should not create a second intake.
OBE keeps the phone call human. It handles the repeatable data work around that conversation, so the next person starts with the record already assembled.
| Review point | Before | Configured workflow |
|---|---|---|
| Accepted lead | Staff move intake answers into the case system. | The accepted intake record opens as the matter. |
| Document review | Lawyers reopen files to check dates and amounts. | Proposed facts point back to their source pages. |
| Ownership | The next action depends on messages and memory. | Each review stage has a named owner and next step. |
A four-week path to one working matter type.
The source transcript proposes up to four weeks from process review to launch. This is an implementation target, not a reported Bennett Legal result.
- Week 1
Map the current intake
Follow one lead from first contact through lawyer review. Mark every handoff, source check, and missing record.
- Week 2
Define the matter type
Set the questions, required records, proposed facts, review points, and owners for that case type.
- Week 3
Configure the workflow
Connect intake, document processing, staff review, notifications, and the accepted-matter handoff.
- Week 4
Validate and prepare launch
Run one representative solar-dispute workflow, correct the gaps, and prepare the team to use it.
Map one matter type with us.
Bring the forms, records, and corrections your team handles today. We will show you where information moves twice and what a configured intake-to-review workflow would cover.
This account reports no legal outcome or realized savings. Timing varies by workflow and implementation scope.