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Managed OBE software

Legal intake software that keeps the evidence with the case.

OBE gives intake staff and lawyers one place to collect answers, process documents, review proposed facts, follow up with prospects, and open matters. The record travels forward. No copying into a second case system.

01

$899 per month

Managed access to the product modules described on this page.

02

$700 setup

A one-time charge for each case-type configuration.

03

Source-code options

$29,000 for internal use or $49,000 for the SaaS-ready package.

I · One record

Intake and case work belong in the same system.

A prospect answer, an extracted contract date, a staff correction, and an attorney review should carry different source labels. OBE keeps that history when the lead becomes a matter.

That continuity cuts out the spreadsheet export, the manual re-keying, and the mystery field with no visible source.

II · Product

The managed product covers the intake-to-case path.

The subscription includes the working modules firms need to collect, review, and advance evidence-heavy matters.

01

Intake and portal

Branded forms, uploads, requests, messages, and client activity.

02

Lead and CRM

Stages, tasks, communications, notes, scoring inputs, and conversion.

03

Document intelligence

Parsing, extraction, source geometry, conflicting values, and review queues.

04

Case management

Case types, phases, milestones, tasks, permissions, and governed workflows.

Talk through your intake path

III · Price

The public price has two parts.

Managed OBE costs $899 per month. Each configured case type has a one-time $700 setup charge. The agreement sets operational limits for seats, storage, documents, AI use, support, third-party services, and custom work.

01

Monthly subscription

$899 for managed product access.

02

Case-type setup

$700 once for each configured matter type.

03

Custom work

Quoted after the firm and OBE define the scope.

IV · Ownership

Some firms need the source code.

The $29,000 internal license provides the codebase for firm use. The $49,000 SaaS-ready package adds commercial client-product rights. Scope, transfer, support, and implementation terms are set in the signed agreement.

Before you book

Questions worth settling first.

01How much does OBE legal intake software cost?

Managed OBE costs $899 per month plus a one-time $700 setup charge for each configured case type.

02Which modules are included?

The described offer covers intake, portal, lead and CRM work, document intelligence, lead conversion, case types, phases, tasks, and governed workflows.

03Can our firm own the software?

Yes. The internal codebase license is $29,000. The SaaS-ready package is $49,000.

04Does the software make legal decisions?

No. OBE prepares information and review work. Lawyers and authorized staff make qualification, engagement, and legal decisions.

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.

Schedule a call