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OBE Legal Intake Software
What OBE Legal Intake Software is
OBE Legal Intake Software helps plaintiff-side law firms capture and qualify claimants, extract source-linked evidence, and prepare case files for review. Intake uses mobile-responsive web funnels and conversational AI voice agents. Firms can set qualification questions, required exhibits, team permissions, and approval stages for each matter type. Extracted facts link to highlighted passages or pages in source documents, with proposed values awaiting authorized approval. The platform identifies discrepancies between claimant statements and uploaded records, missing documents, and 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, while lawyers retain legal judgment and client-advice duties. SaaS pricing describes HIPAA and SOC-2 compliant private data isolation. Self-hosting includes private-cloud deployment and data sovereignty on Docker/containerized Linux nodes. Platforms include Android, API, iOS, self-hosted, and web. Pricing is paid from $2,499/mo; listed plans include $1,450 a month, $2,450 a month, $2,499 a month, $29,000, paid once, and $89,000, paid once.
Who it suits
OBE suits plaintiff-side law firms, contingency practices, consumer litigators, and high-volume mass-arbitration teams. It is designed for organizations needing configurable intake, document review, conflict checks, and practice-management connections.
What it does well
- Web and conversational AI intake channels
- Source-linked evidence for reviewer approval
- Conflict and missing-document detection
- Webhook and REST integrations
- Private-cloud self-hosting option
What to know first
- No free plan or free trial
- Paid plans include large one-time prices
- Lawyers retain legal judgment and advice responsibilities
Limits
The Fractional Overflow & After-Hours Pod is $1,450 a month and allows up to 150 qualified intakes monthly. The SaaS Platform License costs $2,499 a month with 10 users included; additional users are $60 a month each.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Managed OBE | monthly managed service · hosted and maintained intake system · limits set in signed agreement | $1,400 a month |
| Fractional Overflow & After-Hours Pod | monthly · up to 150 qualified intakes per month | $1,450 a month |
| Repository Ownership (legacy pricing page) | one-time · repository ownership · end-to-end deployment · target delivery within two weeks | $14,900, paid once |
| Polanco Dedicated Intake Pod | monthly · 2 bilingual specialists · 10 hours daily coverage | $2,450 a month |
| SaaS Platform License | monthly via Whop · 10 users included · $60 per additional user/month · 500 processed documents/month · 99.9% uptime scope | $2,499 a month |
| Single Practice License | $2,499 deposit, balance by ACH or wire · single legal practice · full source repository · private-cloud deployment in 14 days · no recurring platform fees | $29,000, paid once |
| Enterprise SaaS License | $2,499 deposit, balance by ACH or wire · commercial redistribution rights · multi-tenant architecture · white-label portals · full source repository · 30-day deployment | $89,000, paid once |
As legalintakesoftware.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Open https://legalintakesoftware.com/
- Choose a SaaS, intake-pod, single-practice, or enterprise plan
- Select web, Android, iOS, API, or self-hosted deployment
- Configure matter-specific questions, exhibits, permissions, and approval stages
- Connect Filevine, Clio, Litify, Lead Docket, or a custom database through webhooks or REST
- Set up Slack or Microsoft Teams support channels with OBE
Verdict
OBE combines configurable claimant intake with source-linked document review, conflict checks, and integrations for legal practice systems. Its paid plans and specialized plaintiff-firm focus make fit and deployment choice important.
Questions
Does OBE have a free plan or trial?
No. OBE is paid and offers neither a free plan nor a free trial.
What does the SaaS Platform License cost?
It costs $2,499 a month, billed monthly via Whop, with 10 users included. Users above 10 cost $60 a month each.
Can OBE be self-hosted?
Yes. Self-hosted licensing includes private-cloud deployment and data sovereignty, with the stack running on Docker/containerized Linux nodes.
Which legal systems can it connect to?
OBE lists webhook connectors and REST API endpoints for Filevine, Clio, Litify, Lead Docket, and custom firm databases.
Who makes legal acceptance decisions?
The firm decides which matters to accept, while lawyers retain legal judgment and client-advice responsibilities.
Facts from OBE Legal Intake Software's own pages
- 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, 15 Oct 2026
- Automation limits
- The firm decides which matters to accept, and lawyers retain legal judgment and client-advice responsibilities. · legalintakesoftware.com, 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, 15 Oct 2026
- Case workflows
- Firms can configure qualification questions, required exhibits, team permissions, and stage approvals for each matter type. · legalintakesoftware.com, 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, 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, 15 Oct 2026
- Company identity
- OBE is identified as Obelisk trading as ArbitrationIntel and as a privately held legal-technology business. · legalintakesoftware.com, 15 Oct 2026
- Company scale
- OBE claims more than 20 plaintiff practices served, 10,000 contracts parsed, and 1,200 signatures audited. · legalintakesoftware.com, 15 Oct 2026
- Conflict detection
- The platform surfaces discrepancies between claimant statements and uploaded records and identifies missing documents or incomplete answers. · legalintakesoftware.com, 8 Oct 2026
- Conflict handling
- The workflow preserves conflicting answers and documents and sends discrepancies to reviewer queues. · legalintakesoftware.com, 15 Oct 2026
- Document extraction
- Uploaded records are processed for parties, dates, amounts, clauses, signatures, and source-page links. · legalintakesoftware.com, 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, 8 Oct 2026
- Dynamic intake
- The product provides case-specific web intake forms with CRM synchronization and progressive questioning. · legalintakesoftware.com, 15 Oct 2026
- Encryption
- The marketing site advertises 256-bit encrypted review workflows. · legalintakesoftware.com, 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, 15 Oct 2026
- External quality controls
- ArbitrationIntel describes mass-tort intake quality assurance using testing and control procedures. · arbitrationintel.com, 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, 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, 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. · legalintakesoftware.com, 15 Oct 2026
- Intake channels
- The platform offers mobile-responsive web intake funnels and conversational AI voice agents for claimant qualification. · legalintakesoftware.com, 8 Oct 2026
- Integrations
- Published integrations include two-way synchronization with Clio, Filevine, and Lead Docket, plus Retell AI voice services. · legalintakesoftware.com, 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. · legalintakesoftware.com, 8 Oct 2026
- Legal decision limit
- OBE states that attorneys and authorized staff retain responsibility for qualification, conflicts, engagement, and legal judgment. · legalintakesoftware.com, 15 Oct 2026
- License model
- The SaaS offering is proprietary, while higher-priced licenses transfer repository ownership or commercial redistribution rights. · legalintakesoftware.com, 15 Oct 2026
Where OBE Legal Intake Software stands on Freedom251
- Legal Workflow Automation Software#17 of 22
- Legal Conflict Checking Software#23 of 28