Pre-built intake workflow templates for consumer claims and mass dockets.
Intake workflow templates are pre-configured legal qualification funnels designed for consumer arbitration, mass torts, and statutory litigation. Each template combines client-side document OCR, electronic signature verification, and automated AAA or JAMS batch filing exports.
Deploy turnkey intake workflows configured with domain-specific statutory cause of action rules, contract extraction models, and zero-bounce canvas retainer e-signatures.
Select a pre-configured intake workflow.
Solar Panel Fraud Intake Template
Screen defrauded homeowners, extract utility bills and promissory notes via OCR, and verify electronic signature audit trails.
GoodLeap Hidden Dealer Fee Dispute Template
Audit 15% to 30%+ hidden dealer finance charges on GoodLeap promissory notes (CFPB solar lending findings) and compile TILA violation claims.
Sunlight Financial Loan Dispute Template
Intake workflow for bankrupt installer orphan loans, non-interconnected systems, and loan balance discharge claims.
TCPA Solar Robocall Claim Template
Automate carrier lookup, National Do Not Call registry verification, call log analysis, and statutory per-call damages.
HVAC Financing UCC Lien Dispute Template
Detect predatory rental water heater and HVAC equipment fixture filings clouding residential land titles without homeowner consent.
DocuSign Forgery Audit Intake Template
Forensic electronic signature audit parsing completion certificates, signer IP geolocation, and device telemetry to expose sales rep forgery.
Ozempic Mass Tort Intake Template
High-converting qualification funnel for GLP-1 receptor agonist gastroparesis, intestinal blockage, and stomach paralysis claims.
Consumer Arbitration Fee-Shifting Demand Template
Compile formal demand letters triggering corporate filing fee requirements under AAA 2024 Mass Arbitration Rules ($8,125 fee) and JAMS rules.
Mass Arbitration Claimant Onboarding Template
Frictionless onboarding capturing identity verification, standing evidence, and executed limited power of attorney retainers.
Timeshare Exit Arbitration Template
Extract perpetuity clauses, misstated maintenance fee schedules, and verbal presentation disclosures for timeshare contract disputes.
Common questions on intake template deployment.
How do OBE Intake Workflow Templates differ from generic form builders?
Generic forms collect plain text strings. OBE templates include domain-configured statutory logic, client-side document OCR, electronic signature certificate forensics, and automated AAA and JAMS batch filing exports.
How quickly can a litigation practice deploy an intake template?
Templates can be activated instantly as standalone branded landing pages or embedded directly into any existing law firm website via a single JavaScript embed tag.
Can templates synchronize claimant data into our existing CRM?
Yes. Every template connects via native webhooks and API endpoints to Clio, Filevine, Litify, Lead Docket, and custom case management pipelines.
Experience automated legal intake in action.
Run your high-volume litigation and consumer dockets on an owned, high-speed intake pipeline.