01
Start with the file the lawyer needs
The team listed the client account, signed agreements, dates, payment figures, missing records, and the source page for each proposed fact.
Proof of work
Start with the file that showed us what OBE needed to solve.
Bennett Legal used one system for intake and another for case work, so staff still had to rebuild parts of the intake record after the firm accepted a matter. That handoff shaped the first OBE workflow.
The cost and the handoff
Bennett was comparing $87,000 a year in software and data extraction. Staff still had to re-enter intake work.
Filevine was $44,000 a year, Moxo was $21,000, and data extraction pipelines were $22,000. Those figures left out the staff time spent retyping facts and the lawyer time spent checking earlier work.
Intake lived in one product and case work in another, so some answers and sources did not carry forward when the firm accepted a lead.
| Filevine | Case management subscription | $44,000 |
|---|---|---|
| Moxo | Intake and client workflow subscription | $21,000 |
| Data extraction pipelines | Document data extraction | $22,000 |
| Total | Annual comparison total | $87,000 |
Built from one matter
We followed a solar dispute from intake through lawyer review.
Tim Ottowitz and trial lawyer Charles Bennett began with the file a lawyer needed on review day, then traced each piece back to the question, upload, or source page that produced it.
02
Work backward into intake
That file set the first review path.
03
Link every proposal to its source
The original PDF stays intact. Each <a href="/problems-we-solve/source-cited-evidence" class="mf-inline-link">proposed fact points</a> back to a page, giving staff a direct way to check it before lawyer review.
04
Move the intake record into the case
If the firm accepts it, the intake work goes with it.
What the case study supports
Here is exactly what Bennett Legal's record documents.
The Bennett Legal case study covers a specific operating problem, the workflow built in response, and the published software figures. It makes no claim about legal results or financial returns.
| Included | Named firm and one solar-dispute workflow | Published |
|---|---|---|
| Included | Annual software figures and exclusions | Published |
| Excluded | Guaranteed savings, speed, capacity, or outcomes | Not claimed |
| Decision | Matter acceptance by lawyers or authorized staff, legal judgment by lawyers | Firm controlled |
Published case study
The public record starts with Bennett Legal.
Bennett Legal is the first published case study. Any future entry will name the firm or artifact, source its figures, and state clearly what the evidence supports.
The $87,000 annual software and data extraction comparison, with staff and lawyer time excluded
See where staff repeated intake work, how the solar-dispute record moved through the firm, and how that file shaped the first OBE handoff.
Start with one accepted matter
Bring us the handoff your staff rebuilds today.
Bring the questions, uploads, source pages, corrections, and open work your team carries into the case. We will follow that record and find each point where someone has to rebuild it.