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For intake operations leads

Stop incomplete claimant files before they reach legal review.

Structure the answers, documents, and follow-up work required to prepare a claimant file for attorney review.

Map Your First CaseView every problem
OBE · Evidence workflowClaimant record · 0241
Readiness review
01
IdentityClaimant profile and signatures
Complete
02
ContractFinance agreement · 14 pages
Cited
03
DisclosureRequired cancellation notice
Missing
04
RoutingEvidence follow-up queue
Open
The gap is visible before the file enters attorney review.
The operational problem

A folder can look complete while the case record is not.

When intake answers, uploads, and document requests live in separate systems, staff must reconstruct the file before anyone can evaluate it. Missing evidence is often discovered only after a handoff.
Signal 01

Required documents arrive without context.

Uploads exist, but staff still need to determine what each document proves and which requirement it satisfies.

Signal 02

Follow-up depends on individual memory.

Requests for missing answers and evidence vary by caseworker instead of following the firm’s approved case-type rules.

Signal 03

Attorneys become the completeness check.

Legal review time is spent finding intake gaps rather than reviewing a prepared, source-backed record.

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
    Define

    Model what complete means.

    Configure the required questions, document types, source requirements, and review gates for one repeatable case type.

  2. 02
    Prepare

    Keep every intake signal in one case record.

    Connect claimant answers, uploaded documents, extracted facts, and outstanding requests instead of passing around disconnected artifacts.

  3. 03
    Route

    Send prepared files to the right review queue.

    Surface missing evidence before attorney review and preserve the source behind each material fact.

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
Staff inspect every upload manuallyDocuments are classified against case-type requirements
Missing evidence appears after handoffGaps remain visible in the active case record
Attorneys reconstruct intake historyReview begins with answers, evidence, and provenance together
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