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VA disability work often includes sensitive service, benefits, disability, medical, and legal information. Pete is designed with that sensitivity in mind, but firms remain responsible for their own professional, contractual, and regulatory obligations.

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Sensitive records

Treat these as restricted case data:
  • C-files.
  • DD-214s.
  • Service treatment records.
  • Medical records.
  • C&P exams.
  • Rating decisions and appeal materials.
  • Intake answers and client communications.
  • Attorney notes and strategy.

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Operational rules

Use approved systems, firm-owned accounts, and case-bound workflows. Do not move sensitive case data into personal email, unsupported AI tools, or informal channels. Pete is not a law firm and does not provide legal advice. Attorneys remain responsible for privilege, confidentiality, supervision, client communication, and the final use of any work product.
Last modified on June 22, 2026