01
Claimant Narrative & Version History
Preserve original intake responses alongside timestamped records of every subsequent correction.
The platform
Turn intake into a review-ready case file.
OBE gives your team a review-ready file with the claimant's account, documents, conflicts, and missing information already organized before anyone begins the review. Staff can start with the matter itself. If the firm accepts it, the same record carries into case work.
| Stage | Record | Status |
|---|---|---|
| Accepted lead | Answers and uploads | Carried forward |
| Source review | Proposed facts and pages | Open |
| Firm follow-up | Missing agreement | Assigned |
| Lawyer review | Decision stays with firm | Pending |
From intake into the case
One continuous case record from claimant submission to filed action.
Attorneys open the exact same verified record. No one has to re-enter data or hunt through attachments. The firm still decides which matters to accept, and lawyers make the legal calls.
Continuous Case Dossier
Intake data enters litigation-ready before counsel begins drafting.
What reviewers need
Deliver verified facts, cited sources, and conflict alerts upfront.
Evaluate key legal merits immediately using the intake questions and evidence standards your firm already trusts.
02
Pinpoint Source Document Citations
Click directly from an extracted fact to its highlighted paragraph in the uploaded contract.
03
Discrepancy & Conflict Detection
Surface conflicting disclosure dates and contradictory claimant statements side by side for instant verification.
04
Automated Document Gap Analysis
Identify missing records and incomplete answers before scheduling attorney review.
05
Firm-Approved Follow-Up Catalogs
Trigger structured questionnaires and clarifying prompts codified by your firm.
06
Uncompromised Attorney Authority
The firm decides which matters to accept. Lawyers make the legal calls.
Source review
Trace proposed facts directly to the source page and clause.
Recurring documents
Standardize recurring record extraction across matters.
Configure target evidence fields across purchase agreements, financing riders, disclosures, and arbitration clauses for this claim type.
Facts for review
Deterministic evidence anchoring with zero guesswork.
Names, dates, amounts, signatures, clauses, and missing pages stay marked as proposals until an authorized reviewer checks the evidence and confirms or corrects them.
Source review
Source linkedOpen the page behind the proposed fact
Dealer payment: $8,750.00
Source region 6.4$8,750.00
Your intake workflow
Set up one matter type around the way your team works.
Your firm specifies the qualification questions, required exhibits, team permissions, and stage approvals. The workflow adapts instantly as your litigation strategy shifts.
- 01Map Established Review GatesCodify the questionnaire criteria, document checklists, and review gates your staff currently relies on.
- 02Define Target Evidence SchemasSpecify the essential contract clauses, financial figures, and disclosure pages checked on every matter.
- 03Frictionless Claimant CaptureGuide each claimant through a modern, mobile-friendly intake funnel tailored to that matter type.
- 04Deterministic Citation ExtractionAnchor every extracted date, monetary figure, and signature directly to its underlying document page.
- 05Expose Gaps & Evidentiary ConflictsFlag missing attachments and contradictory claimant records before an attorney begins review.
- 06Litigation-Ready Matter PackagesWhen the firm accepts a matter, the organized dossier transitions directly into litigation casework.
CASE PIPELINE ENGINE
Source Extraction
001Reducto dual-confidence extraction, bounding boxes, geometry
Theory Detection
002Deterministic statutory catalog, TILA violations, carveouts
Package Delivery
003Litigation-ready claim ZIPs, citation audits, attorney gates
Accepted-lead handoff
Firm controlledCarry the intake record into lawyer review
- 01Accepted leadAnswers and files
- 02Source reviewFacts linked
- 03Firm follow-upGaps routed
- 04Lawyer reviewDecision stays with firm
Ready for a lawyer
Consolidate facts, citations, and conflict maps in one review file.
OBE prepares the file for review. A lawyer decides whether the evidence is complete, whether the matter is legally sufficient, and what the firm should do next.
| Stage | Record | Status |
|---|---|---|
| Claimant | Answers and corrections | Review |
| Sources | Pages behind proposed values | Open |
| Gaps | Missing agreement | Follow up |
| Decision | Acceptance and legal action | Firm decision |
AI under firm rules
Firm-governed automation with absolute attorney authority.
Firm-approved AI can prepare source-linked drafts for review. The firm controls which documents each tool can access and which actions require human approval.
A tool can work only with the access, permissions, and integrations the firm gives it. Lawyers remain responsible for legal judgment and client advice.
- 01Ingest only the records explicitly assigned by the firm to that matter.
- 02Anchor every extracted value directly to its source page and line.
- 03Generate source-cited preliminary drafts strictly for human attorney evaluation.
- 04Require explicit firm authorization before executing any outbound communication.
Results depend on the records provided, the workflow the firm sets up, its integrations, and the firm's review. OBE does not promise completeness, savings, speed, capacity, or legal outcomes.
Start with one matter type
Show us the intake pipeline your staff spends hours rebuilding.
Bring one current file, including its open questions. We will follow it from first contact through lawyer review and find the points where the record has to be rebuilt.