Each person who works in Pete should have their own account. Shared logins create weak audit trails and make offboarding harder.
Who to invite
Invite the people who need to touch case work:
- Attorneys reviewing intake, workups, strategy, and final output.
- Paralegals or case managers preparing records and tracking tasks.
- Firm administrators who manage setup, billing, and team access.
Keep the first group small while the firm proves the workflow.
Access discipline
Give each person the least access needed for their work. Remove access when a person leaves the firm or no longer needs Pete.
Owners and attorneys should control firm-level decisions. Staff should work inside the cases and workflows they support.
Before inviting staff
Confirm the firm profile, workspace name, and approved communication practices. If the firm will use sensitive veteran records in Pete, make sure the right internal policies and vendor reviews are complete first. Last modified on June 22, 2026
