01
Intake set up for the matter
The firm chooses the questions, uploads, document requests, and review points for each matter type.
Investor overview
Start with the product.
OBE handles the handoff from legal intake to case work. Answers, documents, proposed facts, corrections, unfinished tasks, and review history stay with one record.
The product today
What you can review here.
OBE prepares intake and document work for review under the firm's rules. Legal decisions stay with the firm.
02
Review with the source in view
Proposed facts stay tied to their sources. People handle gaps, conflicts, and corrections.
03
A cleaner accepted-lead handoff
The accepted record moves into matter work with its documents and history attached.
What has been published
The Bennett Legal record.
Bennett Legal compared $44,000 for Filevine, $21,000 for Moxo, and $22,000 for data extraction pipelines each year, for a total of $87,000. Those figures excluded staff and lawyer time. Some accepted-intake information still had to be entered again.
The case study explains the first workflow built in response. Revenue, savings, market demand, and legal outcomes fall outside its scope.
Read the Bennett Legal case studyThe thesis we are testing
A connected record may reduce handoff work.
Firms may spend less time rebuilding a file when intake, document review, corrections, and case work share the same record. Current operating and company data will determine whether that thesis holds.
On this siteThe product and the published Bennett Legal record.
Set by firmsMatter-type questions, records, queues, roles, and review points.
In current materialsRoadmap, company performance, fundraising, market work, and commercial terms.
For the investment discussion
Ask for the current company materials.
We will send the current product brief and the supporting information for a conversation about the market, traction, roadmap, or financing.