OBE Legal Intake Software
OBE Legal Intake Software helps plaintiff-side law firms capture and qualify claimants, gather evidence from documents, and prepare case files for review.
What OBE Legal Intake Software is
OBE Legal Intake Software helps plaintiff-side law firms capture and qualify claimants, gather evidence from documents, and prepare case files for review. Intake can use mobile-responsive web funnels or conversational AI voice agents. Firms can set qualification questions, required exhibits, team permissions, and approval stages for different matter types. Extracted facts can point to highlighted source passages or pages, while proposed values wait for an authorized reviewer. 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. Firms decide which matters to accept, and lawyers retain legal judgment and client-advice responsibilities. The pricing page describes HIPAA and SOC-2 compliant private data isolation for SaaS. Self-hosted licensing includes private-cloud deployment and data sovereignty; the pricing FAQ says the stack runs on Docker/containerized Linux nodes. The SaaS Platform License costs $2,499 a month, billed monthly via Whop, and includes 10 users, with additional users at $60/user/month.
Good
- Configurable qualification questions and approval stages
- Extracted facts can link to source passages
- Flags discrepancies and incomplete intake materials
- Connectors listed for Filevine, Clio, and Litify
- Private-cloud deployment options
Watch out
- No free plan or free trial
- SaaS Platform License costs $2,499 a month
- Additional SaaS users cost $60/user/month above 10
- Lawyers retain legal judgment and client-advice duties
Who it suits
It is intended for plaintiff-side law firms, contingency practices, consumer litigators, and high-volume mass-arbitration teams. It may suit firms seeking configurable intake and document review workflows, while preserving lawyer oversight.
Verdict
OBE combines intake channels, configurable matter workflows, document-linked evidence, and discrepancy checks for plaintiff-side practices. Review the monthly SaaS price, deployment choice, and continued need for lawyer oversight before deciding.
Plans and prices
From OBE Legal Intake Software's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Managed OBE | $1,400 a month | hosted and maintained intake system · limits set in signed agreement · monthly managed service |
| Fractional Overflow & After-Hours Pod | $1,450 a month | up to 150 qualified intakes per month · monthly |
| Polanco Dedicated Intake Pod | $2,450 a month | 2 bilingual specialists · 10 hours daily coverage · monthly |
| SaaS Platform License | $2,499 a month | 10 users included · $60 per additional user/month · 500 processed documents/month · 99.9% uptime scope · monthly via Whop |
| Repository Ownership (legacy pricing page) | $14,900, paid once | repository ownership · end-to-end deployment · target delivery within two weeks · one-time |
| Single Practice License | $29,000, paid once | single legal practice · full source repository · private-cloud deployment in 14 days · no recurring platform fees · $2,499 deposit, balance by ACH or wire |
| Enterprise SaaS License | $89,000, paid once | commercial redistribution rights · multi-tenant architecture · white-label portals · full source repository · 30-day deployment · $2,499 deposit, balance by ACH or wire |
The facts
Each one read from OBE Legal Intake Software's own pages, with the date it was checked.
What it does
- API and webhooks
- OBE describes webhook and REST API connections for Meta forms, Google landing pages, Clio, Filevine, Litify, Lead Docket, and custom databases.checked 15 Oct 2026
- Automation limits
- The firm decides which matters to accept, and lawyers retain legal judgment and client-advice responsibilities.checked 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.checked 15 Oct 2026
- Case workflows
- Firms can configure qualification questions, required exhibits, team permissions, and stage approvals for each matter type.checked 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.checked 15 Oct 2026
- Conflict detection
- The platform surfaces discrepancies between claimant statements and uploaded records and identifies missing documents or incomplete answers.checked 8 Oct 2026
- Conflict handling
- The workflow preserves conflicting answers and documents and sends discrepancies to reviewer queues.checked 15 Oct 2026
- Document extraction
- Uploaded records are processed for parties, dates, amounts, clauses, signatures, and source-page links.checked 15 Oct 2026
- Document review
- Extracted facts can link to highlighted passages or pages in source documents, with proposed values awaiting authorized reviewer approval.checked 8 Oct 2026
- Dynamic intake
- The product provides case-specific web intake forms with CRM synchronization and progressive questioning.checked 15 Oct 2026
- Encryption
- The marketing site advertises 256-bit encrypted review workflows.checked 15 Oct 2026
- External product description
- ArbitrationIntel describes mapping a law firm's intake from first contact through the file reviewed by its lawyer.checked 15 Oct 2026
- External quality controls
- ArbitrationIntel describes mass-tort intake quality assurance using testing and control procedures.checked 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.checked 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.checked 15 Oct 2026
- Infrastructure requirement
- The infrastructure FAQ specifies Docker or containerized Linux nodes and estimates a $120-$250 monthly dedicated Linux instance for large workloads.checked 15 Oct 2026
- Intake channels
- The platform offers mobile-responsive web intake funnels and conversational AI voice agents for claimant qualification.checked 8 Oct 2026
- Integrations
- Published integrations include two-way synchronization with Clio, Filevine, and Lead Docket, plus Retell AI voice services.checked 15 Oct 2026
- Intended users
- OBE describes its intended customers as plaintiff-side law firms, contingency practices, consumer litigators, and high-volume mass-arbitration teams.checked 8 Oct 2026
- Legal decision limit
- OBE states that attorneys and authorized staff retain responsibility for qualification, conflicts, engagement, and legal judgment.checked 15 Oct 2026
- License model
- The SaaS offering is proprietary, while higher-priced licenses transfer repository ownership or commercial redistribution rights.checked 15 Oct 2026
The company
- 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.checked 15 Oct 2026
- Company identity
- OBE is identified as Obelisk trading as ArbitrationIntel and as a privately held legal-technology business.checked 15 Oct 2026
- Company scale
- OBE claims more than 20 plaintiff practices served, 10,000 contracts parsed, and 1,200 signatures audited.checked 15 Oct 2026
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