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OBE Legal Intake Software
What it is
OBE Legal Intake Software helps plaintiff-side law firms capture and qualify claimants, extract source-linked evidence from documents, and prepare case files for review. Intake options include mobile-responsive web funnels and conversational AI voice agents. Firms can configure questions, required exhibits, team permissions, and approval stages for each matter type. Extracted facts can point to highlighted passages or pages, with proposed values awaiting an authorized reviewer’s approval. The platform identifies differences between claimant statements and uploaded records, along with missing documents or incomplete answers. Webhook connectors and REST API endpoints are listed for Filevine, Clio, Litify, Lead Docket, and custom firm databases. The firm decides which matters to accept, while lawyers retain legal judgment and client-advice responsibilities. SaaS pricing describes HIPAA and SOC-2 compliant private data isolation; self-hosted licensing includes private-cloud deployment and data sovereignty, with the stack running on Docker/containerized Linux nodes. The SaaS Platform License is $2,499 a month, billed monthly via Whop, with 10 users included and $60/user/month above 10.
For and against
For
- Mobile-responsive web intake and voice agents.
- Configurable questions, exhibits, permissions, and approvals.
- Extracted facts can link to source passages.
- Connectors listed for Filevine, Clio, Litify, and Lead Docket.
- Private-cloud deployment is available.
Against
- No free plan or free trial.
- SaaS Platform License is $2,499 a month.
- SaaS price includes 10 users; additional users are $60/user/month.
The verdict
OBE combines claimant intake, document-linked evidence review, discrepancy checks, and integrations for law firm workflows. Firms should weigh the monthly SaaS price against their needs, or consider the listed self-hosted deployment option.
Who it suits
OBE is intended for plaintiff-side law firms, contingency practices, consumer litigators, and high-volume mass-arbitration teams. It is suited to firms that want configurable intake and document review workflows while keeping legal judgment with their lawyers.
Plans and prices
Managed OBE
hosted and maintained intake system · limits set in signed agreement
Read 15 Oct 2026 · legalintakesoftware.com
Fractional Overflow & After-Hours Pod
up to 150 qualified intakes per month
Read 15 Oct 2026 · legalintakesoftware.com
Polanco Dedicated Intake Pod
2 bilingual specialists · 10 hours daily coverage
Read 15 Oct 2026 · legalintakesoftware.com
SaaS Platform License
10 users included · $60 per additional user/month · 500 processed documents/month · 99.9% uptime scope
Read 15 Oct 2026 · legalintakesoftware.com
Repository Ownership (legacy pricing page)
repository ownership · end-to-end deployment · target delivery within two weeks
Read 15 Oct 2026 · legalintakesoftware.com
Single Practice License
single legal practice · full source repository · private-cloud deployment in 14 days · no recurring platform fees
Read 15 Oct 2026 · legalintakesoftware.com
Enterprise SaaS License
commercial redistribution rights · multi-tenant architecture · white-label portals · full source repository
Read 15 Oct 2026 · legalintakesoftware.com
On the record
- API and webhooks
- OBE describes webhook and REST API connections for Meta forms, Google landing pages, Clio, Filevine, Litify, Lead Docket, and custom databases.legalintakesoftware.com · read 15 Oct 2026
- Automation limits
- The firm decides which matters to accept, and lawyers retain legal judgment and client-advice responsibilities.legalintakesoftware.com · read 8 Oct 2026
- Capacity limitation
- Public pages state that staffing, processing volume, storage, integrations, response times, and other commitments must be defined in a signed agreement.legalintakesoftware.com · read 15 Oct 2026
- Case workflows
- Firms can configure qualification questions, required exhibits, team permissions, and stage approvals for each matter type.legalintakesoftware.com · read 8 Oct 2026
- Code technology
- The owned codebase is described as TypeScript and SQL with Docker manifests, Convex schemas, migration scripts, extraction pipelines, and deployment configuration.legalintakesoftware.com · read 15 Oct 2026
- Company founding
- The about page states that OBE was founded in 2024 by Tim Ottowitz, with headquarters in Sheridan, Wyoming and a distributed U.S. team.legalintakesoftware.com · read 15 Oct 2026
- Company identity
- OBE is identified as Obelisk trading as ArbitrationIntel and as a privately held legal-technology business.legalintakesoftware.com · read 15 Oct 2026
- Company scale
- OBE claims more than 20 plaintiff practices served, 10,000 contracts parsed, and 1,200 signatures audited.legalintakesoftware.com · read 15 Oct 2026
- Conflict detection
- The platform surfaces discrepancies between claimant statements and uploaded records and identifies missing documents or incomplete answers.legalintakesoftware.com · read 8 Oct 2026
- Conflict handling
- The workflow preserves conflicting answers and documents and sends discrepancies to reviewer queues.legalintakesoftware.com · read 15 Oct 2026
- Document extraction
- Uploaded records are processed for parties, dates, amounts, clauses, signatures, and source-page links.legalintakesoftware.com · read 15 Oct 2026
- Document review
- Extracted facts can link to highlighted passages or pages in source documents, with proposed values awaiting authorized reviewer approval.legalintakesoftware.com · read 8 Oct 2026
- Dynamic intake
- The product provides case-specific web intake forms with CRM synchronization and progressive questioning.legalintakesoftware.com · read 15 Oct 2026
- Encryption
- The marketing site advertises 256-bit encrypted review workflows.legalintakesoftware.com · read 15 Oct 2026
- External product description
- ArbitrationIntel describes mapping a law firm's intake from first contact through the file reviewed by its lawyer.arbitrationintel.com · read 15 Oct 2026
- External quality controls
- ArbitrationIntel describes mass-tort intake quality assurance using testing and control procedures.arbitrationintel.com · read 15 Oct 2026
- Independent developer profile
- GitHub profile Shaheer Khawaja describes him as an Obelisk developer and says his team works on AI-native SaaS products.github.com · read 15 Oct 2026
- Independent legal-intake project
- Shaheer Khawaja's public profile lists RISQ and SHELL-i, voice agents intended for fraud detection in legal intake.github.com · read 15 Oct 2026
