01
What happened?
OBE carries the answer into the same source-backed case record used for review.
The platform
Turn every repeatable case type into a source-backed workflow.
OBE connects structured intake, versioned document pipelines, canonical case facts, cited evidence reports, and arbitration workflow tracking under attorney oversight.
IntakeClaimant record and required documentsComplete
Evidence17 source-linked factsVerified
RulesFirm policy pack SOL-04Applied
ReviewAttorney decision queueReady
The intake data layer
Intake determines whether the rest of the campaign can scale.
Mass arbitration requires structured claimant data and document intelligence from the first interaction. OBE channels answers, uploads, extracted facts, missing evidence, and review state into one source-backed case record that authorized workflows can use programmatically.
One governed record
Structured once. Source-linked throughout. Usable across every authorized workflow.
The core questions
Strong cases are hard to scale when evidence is trapped in documents.
Every campaign depends on a stable set of questions that staff otherwise answer manually, one file at a time.
02
Which documents prove it?
OBE carries the answer into the same source-backed case record used for review.
03
Which parties, dates, amounts, clauses, and signatures matter?
OBE carries the answer into the same source-backed case record used for review.
04
Which disclosures are missing?
OBE carries the answer into the same source-backed case record used for review.
05
What financial harm occurred?
OBE carries the answer into the same source-backed case record used for review.
06
Which firm-approved issue rules apply?
OBE carries the answer into the same source-backed case record used for review.
Document intelligence
Identify the documents that carry the facts that matter.
Core documents
Contracts to expert reports.
Contracts, disclosures, loan agreements, installation records, communications, complaints, expert reports, portal records, and other evidence sources.
Structured facts
Facts with their sources attached.
Parties, dates, amounts, representations, signatures, clauses, missing disclosures, financial harm, statutory triggers, state-specific issues, and case-critical facts.
Evidence provenance
Trace intactThe source travels with the fact
Dealer payment: $8,750.00
Source region 6.4$8,750.00
The operating path
Build once. Apply across every future matter.
Once the foundation is tailored to your firm, each case type becomes a working system.
01
Model the case type
Define required documents, intake questions, issue criteria, jurisdictional rules, review standards, and workflow stages.
02
Configure document pipelines
Give each core document type a versioned extraction schema validated by your team.
03
Route structured intake
Ask the right questions, request missing documents, and guide each claimant through staged intake.
04
Generate the case report
Organize extracted facts into a cited report with triggered issue flags and missing evidence.
05
Move into active work
Carry intake answers, documents, facts, evidence, and review history into the active case file.
06
Track the workflow
Keep every matter’s phase, next action, deadline, and owner visible.
Operating path
Attorney controlledPreparation becomes a reviewable case
- 01Claimant intakeFiles captured
- 02Evidence recordFacts cited
- 03Firm rulesFlags prepared
- 04Attorney reviewJudgment preserved
Case reports
Give caseworkers the answer before they open every PDF.
Review what happened, which documents prove it, which facts matter, what rules were triggered, which evidence is missing, and whether the matter is ready for attorney review.
Timeline12 cited eventsOpen
Issues3 firm-approved flagsReview
Gaps1 missing disclosureRequest
StatePreparation completeReady
Controlled interoperability
Bring the AI. Keep the evidence layer.
OBE uses the Model Context Protocol (MCP), a common connector that lets firm-approved AI work with authorized case context while OBE keeps source links, permissions, and workflow controls attached.
Each isolated case workspace provides bounded context for an assigned matter, not open access to firm infrastructure.
01Search authorized matters and identify relevant case records.
02Inspect the evidence and source links supporting a material fact.
03Prepare draft timelines, briefs, and next-step recommendations.
04Route consequential actions through the firm’s permission and approval rules.
Arbitration infrastructure
Structure what matters.
Traditional legal software stores what happened. OBE gives your team the speed of automation without losing the confidence of attorney oversight.