Detailed intake starts from zero
Contact details arrive. Staff still gathers the answers, documents, and context needed to assess the matter.
For firms replying to our outreach
Turn intake into a system your team reviews, not work they rebuild.
We map one case type, build the lead and document workflows, connect the handoffs, and help your team run intake from first contact to attorney review.
- Start with one case type
- Human calls stay human
- Works with your existing systems
The intake gap
A form can capture a lead while the real work stays manual.
If staff still has to chase every document, type every fact, check every page, and ask who owns the next step, the form did not solve intake. It only announced that work had arrived.
Case facts remain inside documents
Names, dates, amounts, clauses, and signatures must be read, typed, and checked before a reviewer can use them.
Missing information appears late
An incomplete agreement or unanswered question survives until a paralegal or lawyer opens the file.
No one clearly owns the next action
The matter stalls between intake staff, paralegals, and attorneys because the handoff is not explicit.
How we help
We build the intake system with you, then help your team run it.
This is not a generic form builder. We map the questions, records, facts, exceptions, roles, and decisions for one case type your firm already knows.
Map the case type
We work with your intake staff, paralegals, and attorneys to document acceptance criteria, required records, common gaps, and review gates.
Build the intake workflow
We configure the short lead form, detailed questions, document requests, reminders, parsing rules, and source-linked facts.
Connect people and systems
We assign each phase, route work into clear inboxes, preserve the human callback, and prepare the handoff to your case-management process.
Launch with your team
We test representative matters, train the assigned roles, review exceptions, and refine the workflow around what happens in real intake.
What changes
People stay close to the client. The system carries the repeatable work.
The phone call still matters. It is where your team listens, reassures, and builds trust. The system should handle the questions, documents, case facts, gaps, and handoffs around that relationship.
A clear, mobile-friendly path
Short first contact, detailed intake when ready, straightforward uploads, and follow-up through the communication channel they use.
Review instead of re-entry
Open the answers, proposed facts, source documents, missing items, and assigned task without rebuilding the file.
A file prepared for a decision
See the facts, evidence, conflicts, and gaps, then accept, decline, or send the matter back with a specific request.
Published Bennett Legal comparison
$87,000Filevine, Moxo, and data-extraction pipelines combined each year. Staff and lawyer time were separate.
The accepted-intake handoff still remained.
Bennett Legal had a form, software, and extraction tools. Accepted intake information still had to be entered again before case work could continue.
Read the Bennett Legal case study →Results depend on records, workflow, integrations, configuration, and firm review. OBE does not promise savings, speed, completeness, capacity, or legal outcomes.
Common questions
What firms usually ask before mapping intake.
Does OBE replace our current case-management system?
No. OBE can prepare and carry the intake record into your existing process. The exact handoff depends on your systems and integrations.
Do we have to change every case type at once?
No. We begin with one familiar, repeatable case type. That gives your team a contained workflow to map, test, and improve.
Does automation replace the first phone call?
No. The first call is where a person listens, reassures the claimant, and builds trust. OBE handles the repeatable data work around that conversation.
Who decides whether the firm accepts a matter?
Your firm controls acceptance and engagement. Lawyers remain responsible for legal judgment, analysis, strategy, and client advice.
How is AI used?
OBE can prepare structured, source-linked proposals from intake answers and records. Authorized people review the work, resolve uncertainty, and control consequential actions.
Your first case-mapping call
Bring the form, the call script, and one messy handoff.
We will trace how the lead enters, where documents go, which facts staff retypes, how gaps are chased, and who owns every phase.
Map your first case type