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- The case has not been archived or reassigned.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 case-file or C-file workup issues, check whether case preparation is still in progress before re-uploading.
If a processing failure appears, use the available retry or classification action rather than editing data directly. Retry is for known safe paths such as OCR, C-file part processing, source chunking, embeddings, document-update passes, and case workup cycles. Classify the issue when the source is invalid, a provider is unavailable, a configuration issue blocks processing, or retry is not needed.
If source support is missing, verify whether the underlying source is attached to the case and whether the cited page, excerpt, or record context is available. Missing source support means the answer or work product needs verification before relying on it.
Availability issues
Check Pete status for active incidents or degraded service. Last modified on July 14, 2026
