The checklist lives in people's heads.
Experienced staff know what the firm expects, but those checks are missing from the preparation workflow.
For supervising attorneys
Catch package problems before lawyer approval.
Apply the same document, source, conflict, and approval checks before every package reaches final legal review.
OBE · Evidence workflowCase package · QA-0241
Attorney controlled01
Facts17 material assertions
Cited02
RulesFirm policy pack SOL-04
Applied03
ExceptionCancellation notice absent
Review04
DecisionFinal package approval
PausedThe operational problem
Final review is too late to discover basic file problems.
When each person works from a different checklist, missing sources and open conflicts slip through. The lawyer ends up doing preparation work during final review.
Exceptions disappear into side conversations.
Open questions and lawyer decisions end up spread across messages, notes, and document versions.
The package arrives with unfinished work.
A lawyer opens the package and finds a missing record or an unresolved source question.
How OBE handles it
Prepare the file. Leave the decision to the lawyer.
Your firm sets the questions, expected records, review points, and approval roles. OBE keeps those instructions with the work.
- 01Standardize
Put the firm's checks into the workflow.
Record the required support, source precedence, issue flags, exceptions, and approval gates for the case type.
- 02Validate
Check the package before the legal queue.
Review the configured requirements, source links, conflicting values, and open gaps against the same case record.
- 03Approve
Leave legal judgment with the lawyer.
Exceptions and consequential actions go to the lawyer with the evidence and workflow history needed to decide.
What changes
Give the next person a usable file.
The open question, missing record, source, owner, and review state stay on the case record.
Without a governed evidence workflowWith OBE
Each reviewer rebuilds the checklistOne approved set of checks guides preparation
Exceptions live in messages and commentsThe issue stays with its evidence, owner, and review state
Approval hides the path to the decisionThe evidence, firm rules, and lawyer action remain in the record
Start with one case type
Bring a matter your team already knows.
We will trace the questions, records, handoffs, exceptions, and review points your staff handles today. Your firm approves the setup before anyone uses it.
Start with one matter type
Show us the handoff that keeps breaking.
OBE prepares the record for review. Your firm controls conflicts, acceptance, engagement, and qualification. Lawyers retain legal judgment and client advice. OBE does not guarantee results, completeness, speed, savings, or capacity.