> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pete.vet/llms.txt
> Use this file to discover all available pages before exploring further.

# VA C-file workup

> Turn VA case records into attorney-ready work product for review.

VA C-file workup helps the firm move from a messy VA record to an attorney-ready case record.

The C-file, decisions, C\&P exams, medical records, service records, notes, transcripts, and related files stay attached to one case so the team can review the record without stitching it together across tools. The case record fills in as evidence arrives. VA case navigation stays focused on Conditions, Timeline, VA Forms, and condition-specific workspaces, with source-reader access and source-backed veteran record context available from the case where supported.

For VA disability work, the C-file is often the central record. Later records, notes, communications, and attorney corrections stay with the same case file.

## Add records

Upload the case records to the case workspace. Keep each file attached to the correct case so review, follow-up, and corrections stay with the matter.

Large C-files may take time to process. Do not upload duplicate copies unless the prior upload failed or the source file changed.

The first upload can be partial. Start with the records the firm has now.

The C-file is processed page by page and grouped into classified C-file
documents that attorneys can inspect and cite.

Upload labels are hints. Pete classifies C-file documents and marks uncertain documents as source issues instead of pretending the label is reliable.

Workup artifacts use bounded, cited source packets for a specific task. The
workup does not rely on the whole C-file or a broad page bundle. When cited
source material is not enough for an artifact, the artifact stays incomplete or
attorney-reviewable instead of relying on uncited text.

For condition evidence, candidate conditions and condition-level evidence cells
come from condition-specific cited packets. Pete auto-fills clear, cited C-file
facts into the case record, including conditions, rating history, prior VA
decisions, timeline entries, and the veteran record where the source supports
the fact. Gaps, conflicts, low-confidence cells, legal questions, deadline
treatment, and strategy-sensitive notes go to attorney review.

## Review the case file

Review the attorney-ready case file:

* Case header, processing state, combined rating context, and source-reader access where available.
* Conditions, Timeline, VA Forms, condition-specific views, and the source-backed veteran record where available.
* Summaries, conditions, evidence and citations, gaps and conflicts, attorney decisions, draft forms, deadlines, and sources where available.
* Gaps and review tasks in context.
* Case Activity.
* Work product and editable draft VA forms for attorney review when available.

The output supports attorney work. It is not a substitute for legal judgment.
Uncertain form fields stay blank, and forms are not signed or filed automatically.

The goal is not a separate "review workup" task. The goal is a case record the attorney can verify before setting or revising strategy.

The packet marks each section ready, action needed, or not ready. Evidence findings are citation-ready when a source reference is available; otherwise the finding needs source check before anyone relies on it. Missing source links, missing page or location metadata, missing quoted source text, and protected conflicts with attorney-reviewed case fields are called out for review.

Citations open the cited source context when the source is attached to the case. The source preview or case record context opens with the cited page or excerpt where available. Unavailable source references are marked instead of linked to a source that cannot be verified.

## Add more records

As the case evolves, upload new records to the same case. You can also add plain-text notes when the source is an attorney note, call summary, source observation, or fact to preserve.

The attorney-ready case file and affected case views stay current as the team adds more information.

After a new document is processed, clear cited facts update the affected case record and case views automatically. This includes source-backed condition names, condition ratings, combined rating history, prior VA decisions, timeline entries, and veteran/service profile facts when enough source provenance is available.

Changes that need confirmation, deadline review, legal judgment, or strategy stay reviewable instead of being treated as automatic conclusions. Later files do not replace attorney-reviewed work; reviewers see the conflict before relying on the update.

When new material creates reviewable changes, the case Activity shows a new-source digest: what changed, what needs attorney review, and which sources triggered the update.

When an update needs review, the case shows the task in context. The task explains the result, why attorney judgment is needed, the source or citation supporting it, and whether the attorney applied it, edited or corrected it, or recorded a correction. Case Activity also records review tasks, safe updates, applied results, and corrections.

## Correct the record

If a finding is wrong or incomplete, correct it in the case. Corrections help keep later case work aligned with the attorney-reviewed record, and correction-dependent legal or strategy questions stay attorney-reviewable.
