OBE Legal Intake Software
OBE Legal Intake Software: A broad intake workflow with review controls, but a high starting price and limited conflict depth. Ranked #27 of 28 in Legal Conflict Checking Software by our editors (6.3/10); pricing: Paid; best for high-volume intake operations needing review queues.
At a glance
- Editor score6.3 / 10
- PricingPaid
- Best forHigh-volume intake operations needing review queues
- Free planNo
- Paid from$60/user/mo
- Facts checked21 Sep 2026
Where it wins
- Preserves conflict and discrepancy history through approval-based review queues
- Extracts source-linked facts from uploaded documents
- Syncs accepted intake records with Clio, Filevine, and Lead Docket
Where it doesn't
- SaaS pricing starts at $2,499 per month
- Conflict checking is narrower than a dedicated conflict database
- Legal teams retain responsibility for conflict and engagement decisions
Our verdict on OBE Legal Intake Software
OBE Legal Intake Software is intake and case workflow software for law firms handling evidence-heavy or high-volume matters. It supports configurable case-type pipelines, lead qualification and routing, document collection, source-linked fact extraction, call transcription, review queues, approval gates, and attorney dossiers. Lawyers and authorized staff remain responsible for qualification, conflict decisions, engagement, and legal judgment, making OBE a workflow layer rather than a substitute for professional review.
Pricing spans hosted, self-hosted, and intake-staffing options. The SaaS Platform License costs $2,499 per month and includes 10 user accounts, hosting and maintenance by OBE, plus two-way synchronization with Clio, Filevine, and Lead Docket. Additional users cost $60 per user per month. A Single Practice License costs $29,000 one time and includes the complete source code repository, private-cloud deployment, and no recurring platform rent or per-seat fees. The Enterprise SaaS License costs $89,000 one time and adds commercial redistribution rights, multi-tenant architecture, white-label portals, and the full source code repository. Separate Polanco and Fractional Overflow & After-Hours Pods provide staffed intake coverage for $2,450 and $1,450 per month, respectively.
The product’s strongest fit is an operation that needs intake records to move through documented review, discrepancy handling, follow-up tasks, and approval gates before entering case work. Its web, iOS, Android, and self-hosted options support different deployment models, while integrations with Clio, Filevine, Lead Docket, Reducto, FactFrame, Retell AI, and Whop extend the workflow. OBE is less suitable for firms seeking a low-cost intake tool or a deeply specialized standalone conflict-checking system; its conflict capability centers on review, preserved history, and routing within a larger intake process.
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OBE Legal Intake Software pricing
All 6 OBE Legal Intake Software plans and prices →
OBE Legal Intake Software fact sheet
| Free plan | No |
|---|---|
| Paid from | $60/user/mo |
| Party screening | Not verified |
| Relationship mapping | Not verified |
| Prospective matter checks | Yes |
| Conflict audit trail | Yes |
| Practice management sync | Yes |
| Search automation | Not verified |
| Deployment | Cloud, Self-hosted |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, HIPAA |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 7 integrations: Clio, Filevine, Lead Docket, Reducto, FactFrame, Retell AI … |
| Pricing | Paid (source) |
| Website | legalintakesoftware.com |
| Facts checked | 21 Sep 2026 |
OBE Legal Intake Software integrations
OBE Legal Intake Software lists 7 integrations on its own site.
- Clio
- Filevine
- Lead Docket
- Reducto
- FactFrame
- Retell AI
- Whop
Alternatives to OBE Legal Intake Software
- ConflictCheckAffordable automated conflict checks with stronger controls on higher tiers.9.4
- Dodonai Conflict CheckAutomates conflict screening, relationship detection, ethical walls, and audit records for law firms.9.2
- Intapp ConflictsA centralized, auditable conflicts platform for firms managing complex relationship data.9.1
See all OBE Legal Intake Software alternatives →
Also Ranked In
OBE Legal Intake Software is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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