The status says "done" while the file still has gaps.
A document, source, or review decision is still missing even though the matter moved to the next stage.
For legal operations leaders
See what is holding up the claimant file.
Put the open question, missing record, owner, and next task behind a stalled handoff on the case record.
OBE · Evidence workflowExample queue · Matter type
Illustrative01
IntakeClaimant record assembled
Ready02
EvidenceDocument review
Open03
GapFollow-up required
Assigned04
ReviewLawyer confirmation queue
WaitingThe operational problem
A status label rarely explains the delay.
A file can sit in "review" without showing what anyone is waiting for. Staff search forms, folders, spreadsheets, and messages before they find the blocker.
Each team has its own version of the handoff.
Intake, casework, and lawyers see different accounts of what is finished and who has the next task.
Matter counts hide the reason for the wait.
A total count cannot show which file is waiting, which one came back, or why another moved to a reviewer.
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.
- 01Map
Map one case type as staff run it.
Connect its evidence requirements, preparation stages, review states, owners, and approval gates to the case model.
- 02Observe
Put the blocker on the record.
Each case state shows the evidence gap or open question, the assigned owner, and the next action.
- 03Improve
Look at where work comes back.
The firm chooses the staff steps and return reasons it wants to examine before lawyer review.
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
Matter counts hide why the work is waitingThe stalled state names its blocker and next action
Each team keeps a separate status viewOne source-backed record follows the matter through handoffs
The team relies on anecdotes about delaysEach recorded blocker points to a workflow stage
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.