Firm setup creates the workspace where attorneys, staff, cases, bookings, and connected tools come together.
Before you begin
Use a firm-owned business email address. Personal email addresses should not be used for attorney signup or firm administration.
Decide who will own the workspace, who will review attorney work, and which staff members need access to the first case.
Setup checklist
- Sign in with the email address invited to your firm workspace.
- Confirm firm profile details before sharing public booking links.
- Add attorneys and staff who need access to firm cases.
- Connect calendar and email capture only from accounts approved for firm work.
- Create the first case from the Cases surface or from a firm-shared intake path.
Firm profile
Keep the firm profile plain and accurate. This is the identity veterans see when the firm shares booking or prep links.
Confirm:
- Firm name.
- Primary state or jurisdiction information used by the firm.
- Attorneys responsible for VA disability work.
- Approved communication channels for firm work.
Roles and access
Firm access should match the person doing the work. Owners and attorneys manage firm-level settings and case workflows. Staff accounts should receive only the access needed for their assignments.
Do not share a single Pete login across a firm. Separate accounts preserve audit trails and make it possible to remove access cleanly when responsibilities change.
Safe operating defaults
Pete treats veteran legal, service, disability, and medical materials as sensitive. Avoid adding test cases with real veteran information unless the environment and vendor agreements have been approved for that data.
Production use of sensitive case data should follow 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 June 22, 2026
