The file contains competing values.
The intake answer may disagree with the contract, a call, or a staff note. A reviewer has to decide which value the firm will use.
For arbitration associates
Give every case fact an openable source.
A reviewer should be able to open the answer, document page, or staff correction behind any proposed name, date, or amount.
OBE · Evidence workflowEvidence assertion · E-014
Trace intact01
FactDealer payment · $8,750.00
Proposed02
SourceFinance agreement · Page 6
Linked03
LocationRecorded page area
Linked04
ReviewAttorney confirmation
PendingThe operational problem
A copied value creates another document search.
A date or amount gets pasted into a note, but its source stays in the original file. The next reviewer has to hunt for the page and check the value again.
The citation comes later.
Someone adds the page reference during drafting because it did not travel with the proposed fact.
Review sends the lawyer back through the file.
An important statement has no direct path to the answer or document that supports it.
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.
- 01Extract
Choose the facts worth preparing.
The firm identifies the names, dates, amounts, and clauses staff should pull for that matter type.
- 02Bind
Attach the source at capture.
The original record and its location stay with the proposed value and review state.
- 03Review
Put conflicts in front of the right person.
Competing values remain visible until the person authorized by firm policy resolves them.
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
A case note points vaguely toward a documentThe proposed fact carries its source location
A newer value erases the earlier oneBoth the conflict and correction remain in the history
Every reviewer repeats the document searchThe recorded source opens from the proposed fact
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.