The case workspace is the primary unit of work. Each case keeps records, client context, communications, strategy, review work, Activity, evidence, Timeline, and attorney work product in one place.
The case keeps status, processing status, source material, open work, and attorney-review output visible in one case-bound workspace.
Case status stays simple: Processing or Workup ready.
The case header shows the client name, a clickable combined-rating chip when VA rating context is available, processing state when case files are still being prepared, and source-reader access when source material is attached. Source-processing issues stay under Processing and appear on the full-page processing surface when source review cannot continue without support. Case type, POA status, VA deadline, value, and protection detail live in case context and condition workspaces instead of a header summary strip.
Cases started from Home use Add files. Once source processing starts, the case
appears as Processing while the file is read or
source-processing exceptions. If source processing fails before the case shell
is usable, the Processing page explains the issue and offers a support prompt.
When the workup is ready, the case moves to Workup ready and stays there for
attorney review, later records, notes, strategy, gaps, outputs, and follow-up.
Case-centered work
Use a case when the work needs durable context and an audit trail. Notes,
uploaded files, review work, attorney decisions, and corrections attach to the
case instead of living in disconnected tools.
Add more files or plain-text notes to the same case whenever new information
arrives. New records do not restart the case. Affected case views update, and
Pete asks the attorney only when the next step requires attorney judgment or approval.
VA cases keep VA-specific terms where they matter, including C-file, rating, C&P exam, VA deadline, AMA lane, and VA forms. Only VA disability cases are enabled right now. The work stays centered on the same case operating loop:
source material enters -> the case brain analyzes and updates the case -> follow-up, scheduling, forms, and signature workflows move forward -> attorney decides, approves, signs, or answers when needed -> the case file stays current
Case layout
The case page keeps the main navigation simple and stable. The primary tabs stay
visible across case states; state changes update the content inside each tab
instead of changing the tab set.
- Conditions: the VA condition command surface. C-file processing cases show a header processing chip and loading placeholders across C-file-derived views such as Conditions, Timeline, VA Forms, and condition workspaces until those details are prepared. Workup ready VA cases show a condition index and selected condition context. Filed and Closed cases keep the record and outputs visible.
- Source-reader access: classified C-file documents and other case sources stay inspectable from the case where a source reader is available. Poorly readable documents are marked at the document level. Other case documents, including IMOs, correspondence, client uploads, notes, transcripts, and VA filings, remain attached to the case record.
- Timeline: source-cited dated entries from ingested documents and firm actions, with filters for entry type, condition, date range, and keywords.
- VA Forms: suggested and available VA form drafts for attorney review when the case is a VA matter. Each row shows how many PDF fields are filled from the case, and selecting a row opens the editable PDF; remaining blanks are completed in the PDF.
- Condition-specific tabs: VA condition workspaces for evidence, gaps, activity, and filing context.
The case header and case context keep source-backed service, ratings, contact,
POA, dependent, and client facts available where supported. Intake-only facts
are marked client-reported.
The Workspace/Conditions surface includes a For You / For Pete panel for
case-bound work. It shows open attorney actions first, then current or recent
Pete work, then resolved For You history. Current For You rows link back to the
stored review, answer, approval, or signature action when a focused action is
available. Pete rows link to the case Timeline so the team can inspect the
work record without treating Pete activity as a separate waiting queue.
Attorney decisions appear through the case agent column when a For You item
opens the case. The task context and response controls appear there, while the
case tabs remain available beside it for source and artifact review.
Attorney decisions are not a permanent top-level tab.
VA condition workspace
For VA workup-ready cases, Conditions starts with a flat condition table. Each row shows the canonical condition and diagnostic code when known, current status, rating and effective date, current marginal monthly value, legal-question evidence summary, nearest live condition deadline, and attorney direction. A 0% service-connected grant appears as 0%, not as missing; unrated conditions show —. The value column uses current VA math by recomputing the combined-rating stack without that condition.
Selecting a condition opens its condition workspace below the table. The
current condition workspace organizes review around the case record sections
available in the app:
- Procedural history: source-backed procedural context and relevant VA posture.
- Filings: filing context and form/output work connected to the condition.
- Medical evidence: medical source material and evidence tied to the condition.
- Other evidence: non-medical source material, notes, and other relevant evidence.
Empty states explain why the tab is empty and what fills it. For example, an unadjudicated condition says no rating decision addresses it because that is the finding, not a missing field.
What to keep in the case
Keep the durable record in the case:
- Uploaded records and source materials.
- Plain-text notes, including attorney notes, call summaries, source observations, or facts to preserve.
- Relevant communications and meeting context.
- Conditions, evidence, gaps, deadlines, and source citations.
- Review items that represent case issues, approvals, missing inputs, or attorney judgment items.
- Activity and steering-record events.
- Attorney notes, strategy, corrections, and final review decisions.
- Generated work product and forms for attorney review when available.
When a strategy path is proposed, the attorney can use the proposal, edit it,
or write their own direction. Once saved, the attorney strategy becomes the
current direction for gaps, filing prep, and review work.
Source-backed updates
When new material changes the case, safe source-backed context stays current and important, uncertain, deadline-related, legal, or strategy-sensitive changes become review work. The team sees what changed, who owns the current review, and which sources support the update.
When a new document produces reviewable changes, Activity shows a new-source digest with what changed, attorney-review count, and source context.
Source-backed case updates appear as review work when the case needs attorney judgment or approval. Each item shows the result, why attorney review is needed, the supporting source or citation, and what happens if the attorney applies it, edits or corrects it, or records a correction. Activity shows review work, safe updates, applied results, and corrections.
Outputs and review
Review work product is prepared for attorney review only. It is not signed, submitted, or filed automatically.
The workspace, source views, and workup packet mark each section ready, action needed, or not ready. Source references open the supporting case material with cited page or excerpt context when available. Unavailable source references are marked instead of linked to source material that cannot be verified.
When the operating loop reaches output review, an attorney-review packet appears in the case. The packet shows structured draft fields, gap basis, task exits, approved limitations, source references, controlled blanks, and attorney-review fields before sign-off. When a validated form template exists, the attorney can preview or download the draft form. Electronic signature and filing stay outside this step.
The attorney either returns the output for revision with a revision note or records sign-off. Returning the output routes the case back to revision. Sign-off records attorney approval of the work product and keeps the audit trail attached to the case.
If later source material affects a signed-off filing output, the output changes to Changed since review and returns to attorney attention instead of silently regenerating over reviewed work.
Review before relying
Case materials and review work are organized for attorney review, but attorneys remain responsible for legal judgment, client advice, and final work product. Review supporting sources and attorney corrections before relying on AI-assisted output.
Missing source support, missing source links, missing page locators, and missing quoted source text are marked when a claim cannot be verified from attached case material.
Practical workflow
- Open the case from Home.
- Review the header, status, and Conditions to see current status and open work.
- Use Timeline when the case chronology matters and the case profile/header when service, ratings, or profile facts need source review.
- Upload or review the available case records.
- Resolve case issues in context, use source-reader access for underlying documents where available, and review the relevant workspace views.
- Add later files or plain-text notes to the same case as new information arrives.
- Check the underlying sources before setting or revising strategy.
- Review generated outputs and draft forms before sign-off.
- Return the output for revision or record attorney sign-off.
- Record corrections so case answers improve over time.
Sensitive data
Do not paste case facts into unsupported third-party tools. Keep sensitive client, claimant, and veteran data inside approved firm systems and Pete workflows configured for that data class. Last modified on August 14, 2026
