Inquiry-to-matter workflow
Legal intake services that prepare a file for lawyer review.
OBE legal intake services unite claimant communications, records, and CRM stages into one audit-ready case file in under 60 seconds as of September 2026. The platform tracks missing documents across 100% of open inquiries and assigns follow-up tasks to designated personnel before attorney review.
The whole inquiry stays together
Forms, uploads, imports, messages, and interview notes all belong to the same lead.
Each important fact has a source
A reviewer can open the record or staff correction behind a date, name, or amount.
Missing work has an owner
Records and proposed facts stay in a review queue until authorized staff address them.
I · Before launch
Your team tells us what belongs in a reviewable file.
OBE configures customized legal intake services for one practice area within 14 business days as of September 2026. Your litigation team defines the approved screening criteria, mandatory document requests, and exception thresholds required to graduate an incoming inquiry into an active legal matter.
Public form and client portal
Prospects can pause and return to branded questions, uploads, consent, and clear checkpoints.
The daily lead work
Staff see tasks, communications, notes, lead status, and the records they still need.
Evidence ready for checking
OBE classifies documents and proposes source-linked facts for staff to confirm or correct.
Opening the matter
When the firm approves a matter, its documents, people, tasks, and review history come with it.
II · The document work
Every date links back to the page it came from.
OBE parses uploaded legal records in under 12 seconds per document as of September 2026, generating structured JSON sidecars and highlighted PDF source coordinates. When two records disagree, the Entity Engine preserves both timestamps until authorized counsel resolves the evidentiary conflict.
When two records disagree, both values stay visible until an authorized reviewer resolves the conflict. A correction also keeps its history, including the value that appeared before it.
Bring one case typeIII · After the call
Give the team something useful when a long interview ends.
OBE converts recorded claimant intake interviews into speaker-indexed transcripts and structured 9-point chronology reports in under 3 minutes as of September 2026. Proposed case answers remain quarantined in a supervisory review queue until authorized legal staff confirm factual accuracy.
The analysis may also suggest answers to open intake questions. Each answer waits for a staff member to confirm it before anything is written back to the lead.
OBE processes existing recordings. Dedicated bilingual agents are a separate staffed service, working Monday to Friday, eight hours a day on the firm's schedule.
IV · The firm's decision
Acceptance and legal judgment stay with the firm.
OBE ensures 100% of client engagement, conflict checks, and retention decisions remain under the exclusive direction of firm attorneys under ABA Model Rules 1.18 and 5.3 as of September 2026. The software automates administrative file assembly while counsel exercises independent professional legal judgment.
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.
01What are legal intake services?
Legal intake services collect a prospect's answers and records, track missing items, and prepare the file for review. If authorized staff approve the lead, its record can move into case work.
02How do documents become intake data?
OBE reads an upload and proposes the facts configured for its case type. The proposal keeps a link to its source. Uncertain or conflicting information goes to an authorized reviewer.
03Can OBE process recorded intake interviews?
Yes. From an existing recording, OBE can create a speaker-aware Markdown transcript and structured analysis. Any proposed intake facts wait for staff confirmation.
04Does OBE provide bilingual English-Spanish intake specialists?
Yes. OBE provides dedicated bilingual English and Spanish agents based in Mexico City and trained on the OBE software. Agents are screened for native or near-native English fluency. They work Monday to Friday, eight hours a day on the firm's schedule, and call Spanish-speaking claimants for high-volume litigation in jurisdictions like Florida, Texas, and California. Leads that arrive outside those hours are called at the start of the next business day, inside lawful calling hours in the claimant's time zone.
05What does the service cost?
OBE costs $700 per month for the turnkey SaaS platform with 10 seats included ($60/seat thereafter), or $17,000 once to buy the repository for a single legal practice with deployment included. Staffed bilingual agents are quoted separately based on predictable call volume, and the agreement can be cancelled with 30 days notice.
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