VA disability source material becomes a living, attorney-ready case record.
The product organizes work around the case. C-files, VA decisions, exams, medical records, service records, emails, notes, transcripts, deadlines, strategy, structured evidence, generated outputs, and attorney corrections attach to the case.
With Pete, an always-on case brain analyzes the record, keeps the case file current, coordinates follow-up, scheduling, forms, and signature workflows, and routes attorney-owned decisions for review.
The current signed-in workflow starts from the VA source material the firm has now. A firm can use Add files from Home, open an already-active VA case, or use a firm-branded starter path where enabled. The material attaches to the case record, the workup is prepared, operational workflows move forward where authorized, and attorney review appears only when judgment, approval, signature, a substantive answer, final filing, or a configured approval gate is required. Only VA disability cases are enabled right now.
The firm does not need every file up front. Start with the records available now, then add later files or plain-text notes to the same case as the record develops.
Firms can use a firm-branded case starter link on their own site or ads where that path is enabled. A submitted case appears for firm review. The firm can decline, accept directly, or use a case-bound consult path. When the firm accepts it, the case joins the normal workup loop.
Home is the signed-in case home. It shows For You, activity, Add files,
and the case book. For You opens the case with Pete focused on the selected
action when a workup, filing, deadline issue, source problem, or attorney
judgment needs review. Activity shows current background work, while durable
results and completed changes stay attached to the case Activity log.
The always-on case brain handles the operating loop inside the product. The attorney makes the judgment calls.
The case flow is a cycle:
source material enters -> the case brain analyzes and updates the case -> follow-up, scheduling, forms, and signature workflows move forward -> attorney decides, approves, signs, or answers when needed -> the case file stays current
New records do not restart the case. Affected case views update, and attorney review appears only when attorney action is needed.
Source support stays with the case. Case work product, proposed updates, and Ask Pete answers point back to attached case material where available, and missing source support is marked before anyone relies on an unsupported claim.
The record gets structured. Attorneys make the judgment calls.
Primary surfaces
The main work surfaces are:
- Home: where the firm starts from the case book, Add files, For You, and Pete activity.
- For You: attorney decision cards that open in Pete’s case agent column with the work, assumptions, and implications attached.
- Pete activity: current background work shown near the Home header while that work is running.
- Case workspace: source material present, recent changes, and outputs ready for review or generation.
Search is a global top-nav control, not a separate destination. Settings stays in the user menu. Intake, booking, calendar, reports, and generic task management do not lead the product.
Start here
If you are setting up Pete for the first time:
- Set up your firm workspace.
- Start with one case.
- Connect Gmail and Google Calendar where the firm has approved those workflows.
- Review pricing and billing.
- Review users and access.
- Review security and privacy.
Core workflows
Firms can:
- Review New firm-originated case starter submissions before work begins.
- Turn uploaded or already-active VA disability case records into an attorney-ready case view.
- Add later records or plain-text notes to the same case without restarting the workup.
- Keep every case centered on one case record.
- Keep case materials, Activity, attorney decisions, and review-ready work product together.
- Keep the workup current as source-backed records change the case.
- Keep follow-up, scheduling, form, signature, and status work attached to the case.
- See clear new-source digests when later records create reviewable changes.
- Bring important, uncertain, deadline-related, legal, or strategy-sensitive changes back to the attorney.
- Prepare cited work product and draft VA forms for attorney review.
The case workspace keeps source material, open work, outputs, and attorney
review in the case. Current VA cases focus on Conditions, Timeline, VA Forms,
and condition-specific workspaces. Conditions shows the condition command
surface, Timeline shows the source-cited chronology, VA Forms shows suggested
and available draft forms, and condition workspaces keep condition-specific
evidence and filing context together. The case header keeps client identity,
current combined rating, active processing status, and source-reader access
where available. Generated outputs include summaries, citations, attorney
decisions, and editable draft VA forms with known case fields filled for
review.
The most important workflow pages are:
Boundaries
Pete is not a law firm and does not provide legal advice. The product serves attorneys and their firms rather than a veteran-facing directory, marketplace, open intake front door, CRM, task manager, booking product, calendar replacement, or non-attorney workflow system.
Trust and support
Read these before processing sensitive case data at scale:
Last modified on August 13, 2026
