Firm setup creates the workspace where attorneys, cases, records, and approved connected tools come together. Firm setup is available for invited or approved firms. A new self-serve attorney account does not create a firm workspace while the access gate is closed.
Start from the case record. A new firm does not need a booking page, intake form, or workflow before the first case.
Intake and public booking are disabled by default for new firm accounts. A firm
manager can enable the firm-branded case starter later from Settings when the
firm intentionally wants that supporting path.
Before you begin
Use a firm-owned business email address. Personal email addresses are not used for attorney signup or firm administration.
If you created an attorney account and see the access screen, Ryan has the signup notice and follows up before firm setup opens.
Decide who owns firm administration, which attorneys review case work, and which approved firm users need scoped access to upload source material or support firm operations. The always-on case brain handles the operating loop inside the product, including follow-up, scheduling, forms, signature workflows, and status monitoring where authorized.
Setup checklist
- Sign in with the email address invited to your firm workspace.
- Confirm profile details.
- Coordinate with Pete support to add attorneys and approved firm users who
need access to firm cases.
- Connect Gmail only from accounts approved for firm work, if the firm is
using email with cases. If approved attorney sending is enabled for the
firm, the connected mailbox also needs provider send authority before
approve/send cards can send.
- Connect each attorney’s Google Calendar if the firm is using case-bound
consult scheduling.
- Use Add files from Home to add the first case source material.
See Integrations for the current Gmail and Google
Calendar surface.
Profiles
Settings separates Firm profile from My profile. Keep both plain and accurate
because these details identify the firm workspace, appear in case-related
surfaces the firm shares or reviews, and fill VA form draft defaults.
Firm settings currently include Firm profile, Billing, Referrals,
Integrations, and Intake link where the user has permission for those sections.
Team-member changes run through Pete support during the current launch period.
Confirm:
- Firm profile: firm name, VA form organization name, firm phone, contact
email, and mailing address.
- My profile: your profile name, contact details, VA form credentials, and
sign-in methods.
- Primary state or jurisdiction information used by the firm.
- Attorneys responsible for VA disability work.
- Approved communication channels for firm work.
Signature, date, and legal authority choices remain part of form generation and
attorney review.
The current case path starts inside Pete: use Add files from Home, add the
case source material the firm has now, and let Pete organize it into the case
record. Public intake and case-starter submission review are supporting paths,
not the default signed-in source-upload flow.
First case file
The fastest way to see Pete work is to add one VA case record the firm already
has. That can include C-file pages, rating decisions, C&P exams, medical
records, service records, notes, transcripts, and related files.
Assign the attorney responsible for review. The case file is prepared inside the product, operational workflows stay attached to the case, and only attorney-owned decisions, signatures, approvals, substantive answers, final filing, or configured approval gates return to the attorney.
The first upload can be incomplete. Add later files or plain-text notes to the same case as the record develops.
Branding defaults
If the firm has not uploaded a logo, simple firm-name defaults such as initials and the firm display name appear. Branding helps clients, claimants, or veterans recognize the firm without blocking setup.
Roles and access
Firm access matches the person who needs access. Owners manage firm-level decisions, billing, settings, and team access. Admins support firm administration. Members receive scoped case access when the firm needs a non-owner account to upload approved source material or support operations. Member is an access level, not a case-work role.
Do not share a single login across a firm. Separate accounts preserve audit trails and make it possible to remove access cleanly when responsibilities change.
Safe operating defaults
Client, claimant, veteran, legal, service, disability, and medical materials are sensitive. Avoid adding test cases with real person information unless the environment and vendor agreements have been approved for that data.
Production use of sensitive case data follows the firm’s security, retention, client notice, and vendor-review policies.
Next step
After setup, start with one case before rolling Pete out across the firm. Last modified on August 13, 2026
