Pete uses AI to organize case materials and answer questions from the case record. Sensitive data handling depends on approved vendor paths, configuration, and firm policy.
Grounded outputs
Pete should answer from the case materials available to it. Substantive answers should include citations so the attorney can verify the source.
If the answer is not supported by the record, Pete should make that uncertainty clear.
Data minimization
Keep AI inputs limited to the information needed for the task. Do not paste unrelated veteran records, medical details, or legal strategy into unsupported tools.
Analytics and operational logs should not contain raw veteran PII, medical facts, or document contents.
Attorney responsibility
AI output is support for attorney work. Attorneys remain responsible for client advice, legal strategy, filings, and final work product.
Vendor review
Before processing sensitive data at scale, confirm that the firm’s vendor review, data retention expectations, and client notice obligations are satisfied. Last modified on June 22, 2026
