Start with one case when the firm wants to see Pete in real work without changing every process at once.
Use an upcoming consult, a recently engaged matter, or an active case with enough material to make the value obvious: intake answers, documents, deadlines, notes, and strategy that need to stay together.
Best first case
Choose a case where:
- The consult prep is scattered across notes, PDFs, and emails.
- A C-file review is coming up or already underway.
- Deadlines are tracked across a calendar, inbox, and memory.
- The attorney needs quick answers but still wants source citations.
Do not use a test case with real veteran information unless the firm is ready to process sensitive data in Pete.
What Pete should help with first
For the first case, pick one primary workflow:
- Pre-consult prep from intake answers and documents.
- C-file workup with cited findings.
- Deadline tracking from anchor dates.
- Case-bound email and document organization.
- Ask Pete questions across the case record.
Start narrow. Expand only when the first workflow is useful.
What to expect
Pete should make the case cleaner, reduce manual stitching between tools, and move attorney time back toward attorney judgment.
The attorney remains responsible for strategy, advice, filings, and final work product. Last modified on June 22, 2026
