Personal injury intake software
Personal injury intake that qualifies claims and signs retainers in minutes.
Motor vehicle collisions, commercial trucking accidents, and catastrophic injury claims require urgent qualification before claimants call another firm. Grounded in our broader legal intake pipeline, OBE pairs instant mobile quiz funnels with dedicated bilingual specialists to verify liability, extract police reports, and send retainers directly to claimant phones.
Sub-minute first response
Instant mobile quiz funnels and immediate outbound callbacks lock in claimants.
Automated police report extraction
Coordinates, vehicle identification numbers, and officer narratives extracted cleanly from PDF reports.
Single-touch electronic retainers
Qualified claimants sign contingent fee agreements directly on their mobile phones.
I · Speed to lead and spoliation preservation
Why personal injury claims are won or lost in the first fifteen minutes.
When an injured claimant searches for legal counsel after a collision, they contact multiple law firms simultaneously. Traditional voicemail boxes and generic answering services introduce multi-hour callback delays that forfeit high-value retainers to competitors.
Commercial vehicle and trucking claims present an immediate evidentiary emergency. Motor carrier black box telematics, driver duty logs, and dashcam footage face routine deletion cycles under federal motor carrier regulations. Immediate intake initiates automated spoliation letters and preserves crash scene evidence before commercial insurers control the narrative.
Instant SMS and mobile bridge
Inbound web inquiries trigger automated text confirmations and route claimants to interactive screening workflows.
Immediate evidence preservation
Automated spoliation notices generate immediately upon confirmation of commercial vehicle involvement.
Bilingual claimant support
Dedicated bilingual intake specialists communicate with Spanish-speaking claimants without third-party translation lag.
II · Police report parsing and insurance verification
Extracting liability facts from messy records without manual typing.
Traditional intake staff spend hours re-typing names, insurance policy numbers, and officer badge numbers from scanned accident reports into case management fields. A single mistyped digit delays insurance claims and lien verification.
OBE reads official crash reports, extracts driver identifiers, policy numbers, citation codes, and road condition factors into structured records. Every extracted field binds permanently to its coordinate bounding box on the original PDF, allowing attorneys to verify liability with one click.
Deterministic data extraction
Policy numbers, vehicle identification numbers, and crash dates populate structured case records without manual re-keying.
Coordinate-linked evidence
Clicking any extracted insurance variable opens the source document centered on the exact line.
Coverage limit detection
Screening workflows identify commercial liability policies, umbrella coverage, and uninsured motorist endorsements early.
III · Compliance and supervisory boundaries
Adhering to Model Rules 1.18 and 5.3 across every intake interaction.
Screening prospective personal injury clients requires strict adherence to legal ethics. Under American Bar Association Model Rule 1.18, prospective clients who discuss potential representation are entitled to confidentiality protections even when the firm declines the matter.
Non-lawyer intake coordinators cannot dispense legal advice, evaluate settlement values, or bind the firm to representation. OBE enforces clear supervisory guardrails under ABA Model Rule 5.3, ensuring that screening decisions remain within attorney-approved rulebooks and qualification thresholds.
Configured qualification rulebooks
Intake operators follow firm-approved screening parameters that assess statute of limitations and liability indicators.
Separation of prospective records
Declined inquiries remain sealed and distinct from active case records to protect firm conflict procedures.
Immediate attorney review gate
Review-ready dossiers land in an attorney queue for formal sign-off before engagement contracts are finalized.
Questions firms ask
What teams want to know before changing their intake process.
01How fast does OBE contact prospective personal injury claimants?
Inbound leads receive automated SMS confirmations and outbound dialing attempts within minutes, connecting claimants directly to trained bilingual intake specialists.
02Can OBE extract facts from official police accident reports?
Yes. OBE reads scanned crash reports, extracting driver details, insurance policy numbers, citation codes, and road condition factors into coordinate-linked records.
03How are commercial trucking spoliation notices handled?
When intake workflows confirm commercial vehicle involvement, OBE flags the matter for immediate spoliation notice generation to preserve telematics and driver logs.
04Does OBE execute contingent fee retainers automatically?
Once a supervising attorney inspects the qualified dossier, OBE delivers the firm-approved retainer agreement to the claimant phone for instant electronic signature.
Keep reading
Choose the guide that matches the work in front of you.
Legal intake library
Find the part of intake your team is fixing.
These guides cover what happens after a new inquiry arrives: follow-up, staffing, documents, recorded calls, software, and campaign 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.
Bring one case
Show us where the file breaks down.
Bring a case type your team knows well, plus the questions, documents, handoffs, and exceptions that make it hard to run. We'll trace it with you and show where OBE can cut duplicate entry, flag missing information, and keep each fact tied to its source.
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