The evidence requirements are still changing.
Intake starts before the firm approves the questions, expected records, and facts staff should prepare for review.
For program leads
Set the matter workflow before the first intake.
Give staff one approved setup for the questions, expected documents, handoffs, and lawyer decisions that matter for the case type.
OBE · Evidence workflowExample matter type · Solar
Illustrative01
IntakeFirm-approved questions
Defined02
DocumentsExpected record types
Defined03
RulesFirm-supplied instructions
Approved04
WorkflowPreparation to lawyer review
ReadyThe operational problem
An unfinished setup turns live files into test cases.
When the questions, expected records, owners, and approval points are still unsettled, the first claimant files expose every gap. Staff have to repair those records while intake is already running.
A message changes the process.
Staff cannot tell which approved instruction was in force when someone prepared the file.
The next launch starts from scratch again.
Teams recreate questions, document fields, queues, and approval points across several tools.
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.
- 01Model
Start with the firm's instructions.
The firm supplies and approves the questions, documents, facts to review, and legal rules used in the workflow.
- 02Configure
Build intake and review from the same setup.
Set the questions, document requests, proposed fact fields, queues, and review points before the launch.
- 03Operate
Keep the approved setup with the matter.
The same questions, expected records, handoffs, and review points carry from intake into case work.
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
Requirements emerge after intake startsThe firm approves the setup before launch
Staff rely on memory for instruction changesThe record shows which approved setup governed the file
Teams rebuild the setup in several toolsOne configuration holds the matter-type workflow
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.