Start with the smallest check that explains the issue. Avoid sending sensitive case details through unapproved support channels.
Sign-in issues
Check that you are using the firm-approved business email address. If the link expired, request a new sign-in link.
If the email does not arrive, check spam, quarantine, and any firm email security tool that may hold magic-link messages.
Case access issues
If a case is missing, confirm that:
- You are in the right firm workspace.
- The case exists in Pete.
- Your account has access to that case.
- The case has not been archived or reassigned.
Upload or workup issues
For document uploads, confirm the file is the expected document, not password-protected, and not a duplicate failed export.
For C-file workup issues, check whether processing is still running before re-uploading.
Availability issues
Check Pete status for active incidents or degraded service. Last modified on June 22, 2026
