The upload has no context.
Staff can open the file, but they still have to identify it and work out which request it answers.
For intake operations leads
Find the missing work before a lawyer opens the file.
Keep answers, documents, and follow-up on the claimant record, with the unfinished work easy to spot.
OBE · Evidence workflowClaimant record · 0241
Readiness review01
IdentityClaimant profile and signatures
Complete02
ContractFinance agreement · 14 pages
Cited03
DisclosureRequired cancellation notice
Missing04
RoutingEvidence follow-up queue
OpenThe operational problem
A thick file can still be a bad file.
When answers, uploads, and requests live in different places, the next reviewer has to reconstruct the intake. They need to work out what arrived, what each item supports, and what the claimant still owes.
Follow-up lives in someone's memory.
Each caseworker asks for something different because the firm's instructions are separate from the matter record.
The lawyer finds the intake gap.
An unanswered question or missing record survives the handoff and lands in legal review.
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.
- 01Define
Set the file requirements.
Start with one familiar matter type and record the questions, document types, and points that need review.
- 02Prepare
Work from one claimant record.
Keep answers, uploads, proposed facts, and open requests together while staff prepare the file.
- 03Route
Route the file with its open work.
The review queue shows what remains unresolved, and every proposed fact keeps its source.
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
Staff reopen uploads to work out what they areEach document has a type and review state
Missing evidence surfaces after the handoffThe gap stays on the active case record
Lawyers reconstruct the intake historyThe answers, evidence, and source history arrive together
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.