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For supervising attorneys

Catch unsupported case-package facts before attorney approval.

Apply consistent evidence, citation, contradiction, and approval checks before a prepared matter reaches final legal review.

Map Your First CaseView every problem
OBE · Evidence workflowCase package · QA-0241
Attorney controlled
01
Facts17 material assertions
Cited
02
RulesFirm policy pack SOL-04
Applied
03
ExceptionCancellation notice absent
Review
04
DecisionFinal package approval
Paused
Automation prepares the record. The approval decision stays with the firm.
The operational problem

Final review should not be the first reliable quality gate.

High-volume case preparation breaks when each reviewer uses a different mental checklist. Unsupported facts, unresolved conflicts, and missing documents survive longer than they should.
Signal 01

Review standards live in people’s heads.

The firm’s expectations are understood by experienced staff but are not encoded into a repeatable preparation workflow.

Signal 02

Exceptions disappear into comments.

Open questions and attorney decisions are scattered across messages, notes, and document versions.

Signal 03

Rework arrives at the most expensive stage.

Basic evidence and completeness issues surface only after the package has reached an attorney.

The OBE operating path

Replace the handoff with a source-backed workflow.

OBE begins with one repeatable case type and the rules your firm already trusts. It structures preparation without substituting automation for legal judgment.
  1. 01
    Standardize

    Turn review expectations into firm-approved rules.

    Define required support, source precedence, issue flags, exceptions, and approval gates for the case type.

  2. 02
    Validate

    Check the package against the same record.

    Evaluate completeness, citations, conflicting values, and unresolved evidence gaps before the legal decision queue.

  3. 03
    Approve

    Preserve attorney judgment and its context.

    Route exceptions and consequential actions for approval while retaining the evidence and workflow history behind the decision.

What changes

Move the work. Keep the evidence.

The improvement is operational: less reconstruction, earlier visibility into gaps, and a clearer path to attorney review.
Without a governed evidence workflowWith OBE
Every reviewer recreates the checklistOne versioned review standard governs preparation
Exceptions live in messages and commentsOpen issues carry evidence, owner, and review state
Approval obscures how a decision was reachedEvidence, rules, and attorney action remain auditable
Start with one case type

Map the workflow your firm needs first.

Bring one repeatable consumer-arbitration case type. We will map the claimant inputs, evidence requirements, source rules, review gates, and operational measures that define an attorney-reviewable package.
Evidence-backed throughput

Prepare the record attorneys need.

The models will change. Your evidence and workflows should not. Build a durable path from claimant files to cited, attorney-reviewable case packages.
Map Your First Case