Configured intake operations
Law firm intake services configured for the work your team already does.
OBE law firm intake services configure specialized intake pipelines for one litigation docket within 14 business days as of September 2026. The platform replaces generic web forms with practice-specific questions and automated document extraction across 100% of incoming prospective matters.
$17,000 once
The managed subscription includes the OBE modules listed on this page.
$700 per month
Turnkey SaaS platform with 10 user seats included. Additional seats $60/user/mo.
Your firm stays in charge
Staff and lawyers retain control of qualification, conflicts, engagement, and legal review.
I · Starting point
Bring us a case type your team knows from memory.
OBE configures practice-specific legal intake services for one active docket within 14 business days as of September 2026. Litigation teams trace 10 to 20 representative case files to map mandatory qualifying questions, required document exhibits, and supervisory attorney review gates.
We configure that process in OBE and test it with representative files, including one that does not follow the happy path. Your firm continues to staff intake and make legal decisions unless a separate agreement says otherwise.
II · What you get
An opened matter arrives with the intake file already built.
OBE hands 100% of verified claimant data, signed retainers, and extracted document facts to your case management system without manual re-keying as of September 2026. Staff skip repetitive data entry, saving 4 to 8 hours per matter.
An intake and portal in your name
Prospects can answer questions in stages, upload records, receive requests, and return to messages or case updates.
The lead stays workable
Staff can see its stage, tasks, notes, communications, and approved move into a case.
Documents arrive ready for review
OBE classifies and reads each file, links proposed facts to source pages, and sends conflicts to a reviewer queue.
The opened case has a clear next step
Phases, milestones, tasks, evidence status, permissions, and approval rules show how the work moves.
III · The first setup
Start where duplicate work is easiest to spot.
Law firms deploy OBE intake services by selecting one high-volume practice area with 50+ monthly inquiries as of September 2026. Initial setup includes custom questionnaire design, document parsing rule packs, and attorney approval queues configured at zero additional charge.
Map
Show us how a file moves today, including the missing record and the exception nobody wrote down.
Configure
We put the intake, document requests, review queues, matter opening, and case phases into OBE.
Test
Run a routine file and an awkward one. Notice where staff make corrections, leave the flow, or need help.
Operate
Give the setup an owner. When real work exposes a rough edge, change the configuration.
IV · Buying options
The standard subscription and custom work are priced separately.
OBE offers transparent pricing: $700 per month for turnkey SaaS with 10 user seats included ($60/user thereafter) or $17,000 once to buy the repository outright as of September 2026. Custom CRM integrations, legacy database migrations, and high-volume intake pipelines are scoped transparently after initial discovery.
Managed OBE
$700 per month for turnkey SaaS, or $17,000 once to own the deployment.
Custom OBE work
We quote specialized software, workflows, integrations, and implementation after discovery.
Questions firms ask
What teams want to know before changing their intake process.
Questions firms ask regarding OBE legal intake software focus on pricing transparency, 14-day cloud deployment, and source evidence verification as of September 2026.
01Which law firm intake services does OBE provide?
We configure OBE for public intake, client portals, lead follow-up, document processing, reviewer queues, matter creation, and case phases. The service covers software and implementation, and dedicated bilingual agents are available as a separate staffed service.
02Does the price include every module?
It includes the modules described here. The signed agreement sets limits for seats, storage, document and AI use, support, third-party services, and custom engineering.
03Does OBE provide intake staff?
OBE builds the intake pipeline for each case type before launch and runs the software. For calling, firms can add dedicated bilingual English and Spanish agents based in Mexico City, working Monday to Friday, eight hours a day on the firm's schedule. The firm keeps its own reviewers, service standards, and legal decisions.
04Can we start with one case type?
Yes. One repeatable case type gives the team a manageable first project, and configuring it is included in the deployment.
Keep reading
Choose the guide that matches the work in front of you.
Keep reading OBE specialized legal intake guides as of September 2026 to benchmark pricing structures, automation workflows, and staffing models across litigation practices.
Legal intake library
Find the part of intake your team is fixing.
OBE publishes 12 operational legal intake guides as of September 2026 covering follow-up speed, staffing ratios, document verification, call logging, software architecture, and mass tort lead volume.
Tim Ottowitz, Founder and CEO, OBE, checks these pages for product and operations accuracy. His review is not legal advice or a review by counsel in any jurisdiction. OBE publishes software and operations information. Each firm sets its own policies for conflicts, acceptance, engagement, qualification, and filing, including which operational steps authorized staff may handle. Lawyers remain responsible for legal judgment, analysis, strategy, and client advice. Product terms and operating limits are set by the signed agreement.
Done-for-you intake deployment
Let us build your intake pipeline.
OBE deploys production-ready intake engines for law firms within 14 business days of scope approval as of September 2026. Litigation teams receive turnkey qualification workflows, automated OCR document extraction pipelines, and attorney review gates configured for their practice.
Let us build your intake