Start with one real VA disability case when the firm wants to see Pete in real work without changing every process at once.
Use a case with enough record material to make the value obvious. For VA matters, that can be a C-file, rating decisions, C&P exams, medical records, service records, attorney notes, transcripts, deadlines, and strategy context. Firm-branded starter details can help where that path is enabled, but the current signed-in workflow starts from Home with Add files.
In the signed-in app, use Add files from Home. Add the source material the
firm has now: PDF source files or ZIP source packets. PDFs create case files
when the source supports it. ZIP packets are inspected first, then held for
source review before case attachment.
The record does not need to be complete on day one. Start with the files and notes the firm already has, then add later records or plain-text notes to the same case as they arrive.
If the case arrives through the firm’s case starter link, review the submission, use a case-bound consult when needed, and accept it before using it as the first active workup case.
Best first case
Choose a case where:
- The record is scattered across PDFs, notes, emails, transcripts, and individual memory.
- A C-file review or other key-record review is coming up or already underway.
- Missing records, dates, providers, or conflicting facts slow attorney review.
- The attorney needs review-ready case context before setting or revising strategy.
Do not use a test case with real client, claimant, or veteran information unless the firm is ready to process sensitive data in Pete.
What to review first
For the first case, use the signed-in Add-files-to-active-workup workflow. Review:
- The case header, processing state, combined rating context, and source-reader access where available.
- Conditions, Timeline, VA Forms, and condition-specific workspaces.
- Summaries, citations, attorney decisions, editable draft VA forms, and other outputs where available.
- Gaps and review tasks in context.
- Case Activity.
- Work product and forms for attorney review when available.
Start narrow. Upload the available record, review the prepared workup, resolve the open case issues, and add new records or plain-text notes as the case evolves.
What to expect
The first case makes the record cleaner, reduces manual stitching between
tools, keeps follow-up, scheduling, forms, signature status, and case updates
attached to the matter, and moves attorney time back toward attorney judgment.
The first case follows the same 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
Home shows For You, activity, Add files, and the case table. Open review
work from For You to enter the case with Pete focused on the selected action,
or open the case table for general case review. Source material, workup state,
deadline context, and attorney review stay together. Use the activity prompt
and the case Activity log to see current or completed work.
When new records, summaries, or notes arrive, add them to the existing case so the case file stays current.
When later records create reviewable changes, Activity shows a new-source digest
and creates attorney review only where legal judgment, approval, signature, or an attorney-owned answer is needed. Source support remains visible; unsupported claims are marked before the firm relies on them.
The attorney remains responsible for strategy, advice, filings, and final work product.
Pricing
Firms are billed per attorney-ready case workup, including records-only workups
that become attorney-ready before a C-file is attached. Firms can pay as
workups are produced or pre-buy case credits in bulk for discounted per-case
economics.
Specific rates and discount tiers are handled in the firm’s agreement and billing settings. Last modified on August 13, 2026
