Intake begins before evidence requirements are stable.
The team knows the legal theory but has not translated it into required questions, document types, and source-backed facts.
For mass-arbitration program leads
Define the evidence model before the next campaign starts.
Turn firm knowledge into a reusable specification for claimant questions, documents, facts, issue rules, and attorney review.
OBE · Evidence workflowCase type · Solar
Version 1.401
Intake24 required claimant fields
Defined02
Documents8 versioned extraction schemas
Validated03
RulesFirm policy pack SOL-04
Approved04
WorkflowPreparation → attorney review
ActiveThe operational problem
A campaign inherits every ambiguity left unresolved at launch.
If the firm begins intake before defining what evidence matters, early claimant files become the testing ground. Requirements change midstream and staff must repair records already in motion.
Rules change without version history.
New legal and operational guidance is shared informally, making it hard to know which standard was applied to each matter.
Every launch rebuilds the same infrastructure.
Taxonomies, extraction fields, workflows, and approval gates are recreated across tools instead of treated as one case-type system.
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.
- 01Model
Capture the firm’s case theory as evidence requirements.
Define the claimant questions, documents, entities, dates, amounts, clauses, issue criteria, and jurisdictional rules that matter.
- 02Configure
Build the intake and document pipelines together.
Version extraction schemas, missing-evidence requests, canonical fact policies, and review standards before scaling volume.
- 03Operate
Apply one governed model across future matters.
Carry the same evidence structure from claimant intake through case preparation, attorney review, and active workflow.
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
Requirements emerge during live intakeThe evidence model is explicit before claimant volume scales
Rule changes rely on team memoryVersioned policies show which standard governed each matter
Case knowledge is rebuilt campaign by campaignOne reusable workflow defines the repeatable case type
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.