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For legal operations leaders

See where claimant files stop moving.

Make intake-to-attorney-review work visible so the firm can find rework, stalled handoffs, and evidence gaps in one operating path.

OBE · Evidence workflowCohort path · Solar 2026
184 matters
01
IntakeClaimant record assembled
142
02
EvidenceSource-backed preparation
126
03
GapsFollow-up required
27
04
ReviewAttorney confirmation queue
31
Inventory becomes an operating path, not just a matter count.
The operational problem

You cannot improve a workflow assembled from invisible handoffs.

When case state is split across forms, folders, spreadsheets, and messages, operations leaders can count matters but cannot see why individual files wait or return for rework.
Signal 01

Status describes a folder, not readiness.

A matter can be marked complete even when a critical document, source citation, or review decision is still missing.

Signal 02

Handoffs have no shared definition.

Intake, casework, and attorney teams each maintain their own view of what has been completed and what happens next.

Signal 03

Throughput is measured too late.

The firm sees aggregate inventory without the case-level reasons that work is waiting, returning, or escalating.

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
    Map

    Define the operating path for one case type.

    Connect required evidence, preparation stages, review states, owners, and approval gates to a common case model.

  2. 02
    Observe

    Make readiness and blockers explicit.

    Track the evidence gap, unresolved question, assigned owner, and next action behind each case state.

  3. 03
    Improve

    Measure the path to attorney review.

    Use cycle time, staff effort, completeness, and return reasons to focus operational improvement without automating legal judgment.

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
Matter counts hide the reason work waitsEach stalled state carries a blocker and next action
Teams maintain separate status viewsOne source-backed record follows the matter across handoffs
Improvement relies on anecdoteOperational measures connect to specific workflow stages
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.