Personal injury intake software
Personal injury intake that qualifies claims and signs retainers in minutes.
Personal injury intake software screens motor vehicle collisions and commercial trucking claims through mobile quiz workflows as of September 2026. OBE extracts police report details with source links, pairs the workflow with dedicated bilingual agents who call each lead back within 30 minutes during their working hours, and sends retainers to claimant smartphones for e-signature.
Quick first response
Mobile quiz workflows start the file when a claimant submits, and a bilingual agent calls back within 30 minutes during working hours.
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 · First response and spoliation preservation
Why the first response matters in personal injury intake.
Personal injury claims are often won or lost on the first response because 78% of claimants retain the first law firm that responds. As documented in September 2026 intake benchmarks, traditional voicemail boxes and generic answering services introduce 3-hour callback delays that forfeit high-value retainers to faster regional 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. Early intake starts 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 agents speak with Spanish-speaking claimants directly in Spanish.
II · Police report parsing and insurance verification
Extracting liability facts from messy records without manual typing.
OBE extracts liability facts from official police crash reports in 70 seconds using deterministic OCR bounding boxes that eliminate manual typing. As of September 2026, parsing accident reports automatically captures 14 core variables, including driver license numbers, policy limits, and citation codes, with 99.4% field accuracy before case files reach paralegal review.
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.
OBE enforces American Bar Association Model Rules 1.18 and 5.3 across 100% of personal injury intake touchpoints to protect confidentiality and non-lawyer supervisory boundaries. Updated for September 2026 compliance standards, our qualification workflows automatically seal declined claimant records and mandate licensed attorney sign-off before any contingent fee retainer agreement is finalized.
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.
Questions firms ask regarding OBE legal intake software focus on pricing transparency, 14-day cloud deployment, and source evidence verification as of September 2026.
01How fast does OBE contact prospective personal injury claimants?
A dedicated bilingual agent based in Mexico City calls each new lead back within 30 minutes during working hours, Monday to Friday, eight hours a day on the firm's schedule. 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.
02Can OBE extract facts from official police accident reports?
Yes. OBE reads official accident reports in under 70 seconds, extracting driver details, insurance policy numbers, citation codes, and 14 liability factors into coordinate-linked records as of September 2026.
03How are commercial trucking spoliation notices handled?
When intake workflows confirm commercial vehicle involvement, OBE generates automated spoliation notice templates, preserving black box telematics and driver logs under 49 CFR § 395 regulations as of September 2026.
04Does OBE execute contingent fee retainers automatically?
Once a supervising attorney inspects the qualified dossier, OBE delivers firm-approved contingent fee retainers via SMS for e-signature, achieving a 72% mobile signature completion rate as of September 2026.
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