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Pete is designed for sensitive legal and benefits work. Veteran documents, C-files, medical records, intake answers, communications, attorney notes, and AI-extracted facts should be treated as restricted case data.

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Operating principles

  • Use least-privilege access for firm members.
  • Keep sensitive case data out of analytics, logs, screenshots, and unsupported tools.
  • Use private storage and short-lived authorized access for documents.
  • Review AI-assisted output before using it in attorney work product.
  • Preserve audit trails for sensitive actions.

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Vendor boundaries

Pete uses specialized vendors for hosting, database, storage, AI, email, SMS, telephony, billing, and analytics. Sensitive-data workflows should run only through vendor paths approved for the data being processed and the firm’s compliance requirements. Pete should not be represented as SOC 2 certified, HIPAA compliant, or covered by a specific BAA unless that has been verified through executed agreements and formal review.

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Public policies

Last modified on June 22, 2026