01
See OBE at work
Walk through the configured intake, source documents, open questions, corrections, and the handoff your team receives.
A working session for your firm
Put OBE through a real legal workflow.
Bring a matter type your team handles every day. I will follow it from the first intake answers through document review and handoff, then be clear about what works today, what your firm can configure, and what would need more work.
How the review works
Map your Case
I follow one matter from its first intake answers through document review and handoff. That gives your team something concrete to judge before we talk about scope.
02
Fit it to your firm
Show me the questions, records, roles, review points, and systems your team uses for this matter type.
03
Write down the scope
If there is a fit, the proposal spells out hosting, support, integrations, security, data handling, usage limits, and any custom work.
What to bring
Bring one routine file. Then bring the one everyone remembers.
The second file is where the useful questions show up: a missing record, two sources that disagree, a correction, or a decision only a lawyer can make.
01Your intake questions and the documents you normally expect.
02The tools your team uses before and after it accepts a matter.
03Who handles the routine work, who owns exceptions, and where a lawyer steps in.
04Any security, data, support, or integration requirements I need to account for.
Where OBE stops
OBE prepares the record for your firm's lawyers.
OBE prepares the record for review. Firm policy determines which authorized staff may handle conflicts, qualification, acceptance, engagement, and filing. Lawyers hold legal advice, legal judgment, legal analysis, and strategy, and they decide what happens next. Any commitments about price, support, performance, capacity, or outcomes belong in a signed agreement.
Set up a working session
Bring the workflow you want to improve.
We will leave with a written view of what works now, what needs configuration, and what belongs in the proposal.