The same fact appears in several forms.
Intake answers, contracts, communications, and staff notes may disagree, with no clear canonical value or source policy.
For arbitration associates
Give every material fact a path back to its source.
Turn mixed claimant files into a structured evidence record that attorneys can inspect without repeatedly searching every PDF.
OBE · Evidence workflowEvidence assertion · E-014
Trace intact01
FactDealer payment · $8,750.00
Canonical02
SourceFinance agreement · Page 6
Linked03
RegionBounding region 6.4
Preserved04
ReviewAttorney confirmation
PendingThe operational problem
A summary without provenance creates another review task.
When facts are copied into notes, spreadsheets, or drafts, the connection to the original record weakens. Attorneys must search documents again to verify what happened and where the evidence lives.
Citations are assembled late.
Source locations are added during drafting or final review instead of traveling with the fact from extraction onward.
Review means reopening the whole file.
Attorneys cannot move from a material assertion directly to the page, region, or record that supports it.
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.
- 01Extract
Identify the case facts your firm cares about.
Use versioned document schemas tailored to the agreements, disclosures, communications, and records in the case type.
- 02Bind
Keep the source attached.
Store the original document, exact source location, structured value, confidence, and review state as one traceable assertion.
- 03Review
Resolve conflicts without erasing history.
Apply firm-approved source policies, preserve conflicting values, and route consequential decisions to attorneys.
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
Case notes point toward documentsMaterial facts link to exact source locations
Conflicting values are silently overwrittenCanonical facts retain conflicts and correction history
Every reviewer repeats document searchReviewers inspect the evidence behind each assertion directly
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.