Legal intake authority center
Legal intake that leaves a case record your lawyers can review.
A prospect fills out a form. Then the real intake work starts. OBE keeps the questions, records, interviews, follow-up, and reviewer decisions together from that first contact through the firm's decision on the matter.
One working record
Forms, documents, call notes, tasks, and review states stay with the same lead.
Facts keep their sources
A reviewer can see the page, recording, or staff action behind a proposed value.
Built for each case type
Questions, expected records, phases, and handoffs change with the matter.
I · The job
The form captures the opening account.
Intake continues through documents, missing answers, conflict work, a review trail, and a clear disposition. Each step needs an owner and a place in the same file.
Scattered call notes and inbox threads force staff to rebuild the story at every handoff. OBE carries the intake record into the case record.
II · The operating path
Five layers turn an inquiry into usable work.
Each layer feeds the next. Machine output arrives as a proposal with a source, while staff and attorneys keep control of decisions.
Capture
Forms, portal steps, uploads, imports, email, and recorded interviews create the lead.
Structure
Case-type questions, entities, dates, and document requests organize the file.
Ground
Extracted facts point back to a page, region, file, or recording.
Review
Staff confirm proposals, resolve conflicting values, and leave a correction history.
Advance
Approved leads become matters with their evidence, tasks, and review state intact.
III · Pick the problem
Start with the bottleneck your team can name.
Some firms need software. Others need a case-type workflow, cleaner call records, or a way to handle campaign volume. Those are different purchases.
Software
Review managed OBE at $899 per month, case-type setup, document intelligence, and ownership options.
Implementation
Map questions, expected documents, handoffs, review gates, and case phases into OBE.
Call intelligence
Turn existing recordings into transcripts, structured reports, and proposed intake facts for staff review.
Campaign volume
Give a mass-tort or mass-claim team one case-type process for large document queues.
IV · Responsibility
OBE prepares the record. Your firm decides.
OBE can organize evidence, propose facts, flag gaps, and prepare review work. Attorneys and authorized staff set qualification rules, handle conflicts, decide on engagement, and make legal judgments.
The current offer is software and implementation. Human reception, legal advice, and case outcomes are outside that offer.
Before you book
Questions worth settling first.
01What is legal intake?
Legal intake is the work of collecting, organizing, checking, and advancing information from first contact through the firm's decision to open, refer, hold, or decline a matter.
02How is legal intake different from a CRM?
A CRM tracks contacts and pipeline stages. Legal intake also needs case-type questions, document requests, source history, conflict work, reviewer decisions, and a controlled handoff into case management.
03Does OBE answer calls for the firm?
Human answering, bilingual reception, after-hours coverage, and 24/7 staffing are outside the current offer. OBE processes forms, workflows, recordings, transcripts, and structured call analysis.
04Who reviews these resources?
Tim Ottowitz, founder and CEO of OBE, reviews the product and operations descriptions. The material explains a working process and does not give legal advice.
Related reading
Keep working through the intake problem.
Keep reading
The legal intake library.
Pick the question on your desk. The library covers workflow design, staffing, software, recorded calls, and mass-tort volume.
Product and operations descriptions are reviewed by Tim Ottowitz, Founder and CEO, OBE. This byline does not provide jurisdiction-specific counsel review. ArbitrationIntel and OBE provide software and operations information. Attorneys and authorized firm staff remain responsible for conflicts, engagement, qualification, legal judgment, filing, and client advice. The signed agreement sets product terms and operating limits.
Bring one case type
See where the file slows down.
Bring the questions, records, decisions, and handoffs your team uses today. We will map the intake path, find the repair work, and show how OBE keeps the source record under firm control.
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